Send Call Loop SMS messages to new tagged Infusionsoft contacts

First, we need to connect Keap Max Classic and Call Loop to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Keap Max Classic to Zapier.

  Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.

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  Connect Call Loop to Zapier.

  Give Zapier access to your Call Loop account, using Call Loop credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Keap Max Classic

  Choose the following trigger: Tag Added to Contact (Triggers when a tag gets added to a contact.).

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  Then set up an Action for Call Loop

  Choose this action: Send SMS Message (Send a dynamic SMS text message to a contact.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Keap Max Classic and Call Loop.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Send Call Loop SMS messages to new tagged Infusionsoft contacts!