Integrating SlickText with Keap

SlickText’s two-way integration with Keap allows you to create contacts and update contact properties in Keap using data you collect through SlickText and create contacts and update contact fields in SlickText using data you collect through Keap.

In this article:

Connecting your SlickText and Keap Accounts

Syncing Contact Data from Keap to SlickText

Syncing Contact Opt-In Status

Syncing Contact Data from SlickText to Keap

Mapping Contact Fields

Before We Begin

Integrating SlickText and Keap requires you to have an account with both platforms. SlickText has a minimum contact requirement of a mobile phone number with a corresponding opt-in status for compliance purposes, while Keap requires an email address. In order to sync contacts from SlickText to Keap, you must first ensure that your contacts in SlickText have both an email address and mobile phone number. 

Connecting your SlickText and Keap Accounts

Before you can sync contacts from SlickText to Keap, you’ll need to give SlickText permission to access your Keap account.

1. From the Dashboard, click on your name in the bottom left corner and choose Settings. 
2. On the Settings page, click on Integrations.
3. Scroll through the list of integrations and click on Keap.
4. In the top right corner of the page, click the Install button.
5. You will be redirected to Keap, where you will choose which Keap application you want to connect to your SlickText brand.
6. Select the Keap application you want to integrate, then click the Allow button.
7. You can now configure the Integration Settings, which you can learn more about below.  

Syncing Contact Data from Keap to SlickText

In this section, you’ll select a behavior for when contact changes are coming from Keap to SlickText.

Create new contacts and update existing ones in SlickText: When a new contact with a mobile phone number is created in Keap, a new contact will be created in SlickText. When changes are made to mapped contact fields in Keap, those changes will overwrite the corresponding contacts’ existing data in SlickText.

 

 

Update existing SlickText contacts only: When changes are made to contact fields in Keap, those changes will overwrite data for corresponding contacts in SlickText. This will only affect Keap contacts with a mobile phone number that matches a SlickText contact. New contacts created in Keap will not automatically be created in SlickText.

Don’t do anything: When changes are made in Keap, nothing happens in SlickText.

Syncing Contact Opt-In Status

When the integration is installed, a contact property is created in Keap called SlickText Opt In Status. If this field is blank for a contact with a mobile phone number captured in Keap, then the contact will be created in SlickText with the opt-in status of “Not Subscribed.” The opt-in status can be adjusted in either platform after the fact and will sync to the other. Any contacts marked as “Unsubscribed” in either platform will be opted out in SlickText and cannot be manually updated to “Subscribed” in SlickText; the contact must manually opt-in via an audience growth tool in SlickText to be updated to the “Subscribed” opt-in status.

Syncing Contact Data from SlickText to Keap

In this section, you’ll select a behavior for when contact changes are coming from SlickText to Keap.

Create new contacts and update existing ones in Keap: When a new contact with an email address is created in SlickText, a new contact will be created in Keap. When changes are made to mapped contact fields in SlickText, those changes will overwrite the corresponding contacts’ existing data in Keap. 

 

Update existing Keap contacts only: When changes are made to mapped contact fields in SlickText, those changes will overwrite data for corresponding contacts in Keap. This will only affect SlickText contacts with an email address that matches a Keap contact. New contacts created in SlickText will not be created in Keap.

Don’t do anything: When changes are made to contact fields in SlickText, nothing happens in Keap.

Mapping Contact Fields

Once you have the integration installed, SlickText will automatically map the following fields to Keap if the fields are populated with data in SlickText:

• Opt-In Status
• Mobile Phone Number
• First Name
• Last Name
• Email

If you don’t see a field you need to sync in SlickText:

1. Open up another browser tab and create a Custom Field.
2. Go back to your Keap integration settings and click Refresh Fields.
3. Select the new custom field and the Keap field you want to sync it to. 

If you don’t see a field you need to sync in Keap, reference this article from Keap’s Help Center to add a new field, or reach out to Keap Support for further assistance.