Keap, formerly known as Infusionsoft, connects to Twilio through the Keap REST API and the HTTP Post goal in Campaign Builder to trigger outbound SMS from campaign sequences and log inbound replies against the correct contact record automatically. This integration is used by small business owners who run complex follow-up sequences in Keap and want SMS as an additional touchpoint in those sequences without migrating to a separate marketing platform. The architecture uses Keap Campaign Builder HTTP Post actions to call your middleware, which then sends the Twilio SMS, and a Twilio inbound webhook to write replies back to Keap contact notes so every exchange is preserved against the right record.
What You Need Before You Start
Create a Keap REST API key from the Keap developer section, or use OAuth 2.0 by registering a developer application at the Keap Developer Console if you are building a multi-tenant integration that needs to authenticate on behalf of multiple Keap accounts. Your Keap REST API base URL is https://api.infusionsoft.com/crm/rest/v1/ and you will use contact ID values from webhook payloads to log notes and update custom fields against the correct records. From Twilio, gather your Account SID, Auth Token, and an SMS-capable phone number, and set up a Twilio Messaging Service in the Console if you plan to send from a number pool or want automatic opt-out list management across multiple numbers. Your middleware server must have a public HTTPS URL because Keap's Campaign HTTP Post action and Twilio's inbound SMS webhook both require reachable SSL-secured endpoints, and Keap may retry HTTP Post actions on timeout so your handler should be idempotent.
Step-by-Step Integration Guide
In Keap Campaign Builder, add an HTTP Post goal after your trigger and point the URL to your middleware endpoint such as https://yourapp.com/keap/sms, then map the merge fields ~Contact.Phone1~, ~Contact.FirstName~, and ~Contact.Id~ as form parameters in the POST body. In your middleware endpoint, parse the phone, firstName, and contactId from the Keap HTTP Post body, which arrives as application/x-www-form-urlencoded rather than JSON, then send the SMS via POST https://api.twilio.com/2010-04-01/Accounts/{AccountSid}/Messages.json with To set to the phone in E.164 format and Body set to your personalized message. Set your Twilio number's inbound SMS webhook URL to your inbound handler, and in that handler match the From number against Keap contacts by calling GET https://api.infusionsoft.com/crm/rest/v1/contacts?phone={E164number}&limit=1 to find the matching contact ID. Log the inbound reply as a Keap note by calling POST https://api.infusionsoft.com/crm/rest/v1/contacts/{contactId}/notes with title set to Inbound SMS Reply and body set to the message text with timestamp, making every reply visible within the Keap contact record without any manual entry from your team.
Common Issues and How to Fix Them
Keap Campaign HTTP Post actions send the body as application/x-www-form-urlencoded and not JSON, so middleware frameworks that default to JSON body parsing will receive undefined values for all parameters including the phone number and contact ID. Configure your middleware route to parse URL-encoded form bodies using your framework's form parser middleware, such as express.urlencoded in Node.js, before the route handler reads any parameter. Keap stores contact phone numbers across multiple fields including Phone1, Phone2, and Phone3 with type labels like MOBILE, WORK, and HOME, and the ~Contact.Phone1~ merge field returns the first slot regardless of whether it holds a mobile number. Build a more reliable lookup by calling GET https://api.infusionsoft.com/crm/rest/v1/contacts/{contactId} and checking all phone_numbers entries for a MOBILE type before falling back to the first available number, to maximize the chance of reaching the contact on SMS. Inbound SMS matching fails when Keap stores the contact phone with formatting characters like dashes while Twilio delivers the From value in clean E.164. Strip all non-digit characters from both the stored phone and the From field before comparing, and maintain a cached lookup table indexed by normalized phone to contact ID to avoid hitting the Keap API rate limit on every inbound message.
How to Get More from This Integration
Add a Keap custom field named SMS_Opt_In as a Yes/No field on the Contact record and gate every outbound SMS in your middleware on that field being Yes, fetching the value from the GET https://api.infusionsoft.com/crm/rest/v1/contacts/{contactId} response under custom_fields before dispatching to Twilio. Build a reply-based campaign trigger by detecting keywords in inbound SMS replies and applying a Keap tag to the contact when a match is found, calling POST https://api.infusionsoft.com/crm/rest/v1/contacts/{contactId}/tags with the appropriate tag ID, which then enrolls the contact into a subsequent Keap campaign sequence automatically. Track SMS delivery status by writing the final Twilio delivery state from the StatusCallback to a Keap custom field named Last_SMS_Status via PATCH https://api.infusionsoft.com/crm/rest/v1/contacts/{contactId}, giving your team visibility into delivery failures for manual follow-up by phone. Use Twilio Lookup at lead creation by calling GET https://lookups.twilio.com/v2/PhoneNumbers/{number}?Fields=line_type_intelligence to confirm the number is a mobile line before tagging the Keap contact as SMS-eligible, reducing wasted messages to landlines and VoIP numbers that cannot receive SMS.
Conclusion
Keap and Twilio together extend your campaign sequences into SMS with the same automation logic you already use for email, without rebuilding your follow-up workflows from scratch. Talk to our team at Telphi Consulting to build and deploy this integration for your Keap account.
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