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iMessage Installation and Setup

How to setup iMessage with myCRMSIM

In this article will look at how to set up your iPhone and iMessage. Connect everything into myCRMSIM and then how to test and send your messages.

Part 1 Setup iPhone & iMessage

Objective: To sync your iPhone and Mac iMessage accounts in preparation for integrating with the myCRMSIM gateway. This setup enables you to send and receive iMessages through HighLevel.


Requirements:
  • An iPhone with active iMessage
  • A Mac computer with iMessage enabled


Step-by-Step Instructions:
  • Prepare Your Devices
    • Ensure you have both your iPhone and Mac nearby.
    • Both devices must use the same Apple ID.
  • iPhone SetupOpen Settings on your iPhone.
    • Tap on your Apple ID at the top.
    • Sign in if you're not already signed in.
    • Go to iCloud > Messages.
    • Toggle Messages in iCloud to ON.
  • Mac Setup (iMessage on Computer)Open the Messages app on your Mac.
    • Sign in with the same Apple ID used on your iPhone.
    • Go to Messages > Settings (or Preferences).
    • Select the iMessage tab.
    • Ensure Enable Messages in iCloud is checked.
    • Under Start new conversations from, select your phone number — uncheck your email address to avoid confusion.
  • Test the ConnectionSend a test iMessage from your Mac to another number (e.g., a friend or secondary phone).
    • Confirm the message is received.
    • Reply from the recipient’s phone and ensure the reply is received on both your iPhone and Mac.

Next Step:

Once confirmed, proceed to the next video tutorial to install the myCRMSIM Gateway App, which will complete the integration with HighLevel.


Note: Your Mac must remain on and connected to the internet to keep iMessage automation functional through myCRMSIM.

Part 2 - Download & Connect iMessage Integration

Objective: To integrate your synced iMessage setup (iPhone + Mac) with myCRMSIM and HighLevel, allowing seamless automation and messaging capabilities via iMessage.


Step-by-Step Instructions:
  • Log In to myCRMSIMVisit https://mycrmsim.com and log into your account.
    • If you're a new user, proceed with the integration steps.
    • Existing users with previous integrations (e.g., Android, WhatsApp) may skip integration.
  • Connect myCRMSIM to HighLevelGo to Integration inside your myCRMSIM dashboard.
    • Click Connect to your Agency (or "Sub Account" if you’re on the $97 plan).
    • You will be redirected to the HighLevel Marketplace. Log in if prompted.
    • Scroll to the bottom and click Next.
    • Choose Install to All Locations (for agency plans) or select your desired sub-accounts (for individual plan users).
    • Click Proceed.
  • Select Custom Conversation Providers
    • Select all three custom providers (iMessage, WhatsApp, Android) even if you’re only using iMessage.
    • Click Proceed to finish this stage.
  • Connect Your Sub-AccountIn the myCRMSIM dashboard, go to Connect Locations.
    • Toggle on the sub-account you want to use with iMessage.
    • Click Connect.
  • Download the iMessage Gateway App
    • Navigate to Devices.
    • Click Add iMessage.
    • Download the Mac application by clicking the provided link.
    • Save and unzip the downloaded file.
    • Double-click the app — macOS may block it initially.
    • Go to Apple Menu > System Settings > Privacy & Security.
    • Click Open Anyway under the blocked app warning.
    • Confirm with your password.
  • Enable Full Disk AccessIn System Settings, search for Full Disk Access.
    • Locate mySMS Gateway iMessage in the list.
    • Toggle it ON to ensure proper syncing.
  • Activate the Gateway AppLaunch the iMessage Gateway app.
    • Read and agree to the Terms and Conditions (note: sending to over 50 unique recipients daily risks Apple ID blocks).
    • Paste the token (copied from myCRMSIM dashboard) into the app and login
  • Link the Device to Sub-AccountIn myCRMSIM, go back to the sub-account.
    • Under iMessage Connection, select your newly named Mac.
    • Click Save Settings.
  • Final Configuration in HighLevelGo to the connected sub-account in HighLevel.
    • Navigate to Settings > Phone Numbers > Advanced Settings.
    • Under Custom Providers, select the iMessage provider.
    • Click Save.


Next Step:Proceed to the next tutorial video for testing and advanced conversation provider configurations.


Reminder: Your Mac and the gateway app must remain running to ensure continuous iMessage functionality.

Part 3 - Sending iMessages

Objective: To finalize your iMessage setup by understanding conversation provider options, testing messaging flows, and configuring for optimal use with automation and AI chatbots.

Step-by-Step Instructions:

  • Ensure Gateway App is Running
    • Confirm the iMessage Gateway App is open and running in the background.
    • If there are any errors, troubleshoot before proceeding.
  • Understanding Conversation Providers
    • There are three custom providers:
      • a. iMessage Only
        • This sets iMessage as the default SMS provider.
        • Enables AI bots and automations using CloseBot or other chatbots.
        • Best used when you want full automation via iMessage only.
      • b. SMS, WhatsApp, and iMessage
        • Used when combining Android SMS, WhatsApp, and iMessage in a single sub-account.
        • Ideal for database reactivations and human follow-up.
        • AI bots will use SMS (Android); iMessage is for manual replies.
  • Selecting the Right Provider
    • Go to Settings > Phone Numbers > Advanced Settings in HighLevel.
    • Choose your preferred Custom Provider:
    • iMessage Only for automation and AI chat.
    • Combined (SMS/WhatsApp/iMessage) for hybrid workflows.
    • Click Save.
  • Sending Test Messages
    • Navigate to a contact and send a message via:
      • SMS tab (uses the selected provider based on setup).
      • iMessage tab for direct manual messaging.
    • Test replies from the recipient's iPhone to confirm two-way sync.
  • Workflow Automation with iMessageGo to Automations > Workflows.
    • Add new action: Send iMessage (custom action by myCRMSIM).
      • These actions incur a fee via HighLevel:
      • $0.01 per action OR $15 for 10,000 custom actions (bulk pack).
  • Real-Time Syncing
    • Any messages sent from the connected iPhone will sync to HighLevel.
    • Perfect for manual follow-up when away from a computer.
    • No need for LeadConnector — native sync keeps conversations in HighLevel.


Best Practices:Keep your Mac and gateway app running for uninterrupted syncing.Avoid sending to more than 50 unique recipients per day to prevent Apple ID restrictions.

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