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      Automating GMB SMS Integration via CallRail and Bullseye Pro

      This article outlines the process implemented to automate (GMB) text message handling using CallRail and Bullseye Pro. This setup ensures that incoming SMS messages to GMB-linked call tracking numbers are captured and responded to.

      🔌 System Setup & Data Flow

      1. Connection to CallRail

      • A Zapier integration has been created to capture inbound text messages from CallRail.

      • These messages are linked to call tracking numbers associated with the user’s GMB account.

      2. Bullseye Pro Ingestion

      • Each message is brought into Bullseye Pro as a new contact or update.

      • These are tagged with:

        • GNB_SMS for quick identification.

        • Source set to CallRail SMS.

      • Message content is stored in two locations within the contact record:

        • The Notes section.

        • The Additional Info section.

      ⚙️ Workflow Automation

      Triggered Action:

      Once a GMB SMS is received:

      1. The contact is created/updated in Bullseye Pro with relevant tags and message details.

      2. A workflow is immediately triggered, similar to the “missed call text back” flow.

      Automated Response:

      • Message sent to the contact:
        "Our office will be in touch shortly."

      • Purpose: Avoid redundancy or asking for information already provided in the inbound message.

      Internal Notification:

      • Bullseye Pro will notify the team with a message:

        "Hey, you have a text from your GMB within Bullseye Pro from [Contact Name]. Be sure to check your notes or message history in order to see what they reached out about. We have sent them an automatic message letting them know you'll be in touch shortly."

      🧭 How to View Incoming GMB Messages in Bullseye Pro

      1. Go to the Contacts section.

      2. Find the contact with the tag GNB_SMS.

      3. View the Notes (via the pencil icon) or scroll to Additional Info to read the inbound message.

      4. Once you send an outbound message to the contact, it will appear in the Conversations tab.

      🛠️ Known Limitations

      • Native Conversation Integration:
        Inbound texts from CallRail cannot be directly integrated into the Bullseye Pro conversation thread at this time.

      • Current Workaround:
        Message content is displayed in notes and additional fields instead of full message threads.

      • Planned Improvements:
        Future enhancements will aim to allow native conversation thread integration, potentially in collaboration with CallRail.

      ✅ Activation & Customization

      This automation is ready to go live.

      • To activate: Contact your implementation specialist (e.g., Adam).

      • To customize the auto-reply message or notification settings: Submit a request with your preferred changes.

      📞 Example

      Example Contact: Michael Courbet

      • Tag: GNB_SMS

      • Message: Found under Additional Info & Notes

      • Status: Automatically notified and marked for follow-up

      💬 Final Notes

      This solution ensures no GMB inquiries are missed and provides a seamless notification and response flow. Let us know if you’re ready to go live or if you'd like to customize the process further.