Log Text Messages Under Different Note Types in Keap

The Default Integration

By default, JustCall logs text messages in Keap as Notes with the note type 'Letter'. While functional, this may not suit all business workflows. Keap offers various note types -- Call, Email, Appointment, and others -- that help categorize and track customer interactions more effectively.

Customization Through JustCall

The integration allows for customization by contacting JustCall support. You can request changing the note type from 'Letter' to any other type available in your Keap account, enabling better alignment with your CRM processes.

How to Customize Note Types

Follow these steps to modify your note type settings:

1. Create note types in your Keap account according to your business requirements

2. Generate sample notes by creating test entries for each note type and copying their URLs

3. Contact JustCall support and provide your specific requirements, along with the custom note types and sample note URLs

4. Test the changes once implemented to verify that text messages are logging under the correct note type and your team is comfortable with the setup