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

✅ Prerequisites
  • Completed initial MyCRMSIM-to-HighLevel integration.

  • A Mac device with iMessage enabled and working.

  • macOS security settings adjusted to allow installation of non-App Store apps.


① Step 1: Confirm Integration with HighLevel
  1. Log in to your MyCRMSIM dashboard.

  2. Navigate to the Integrations tab.

  3. If not already connected:

    • Click Connect to your CRM.

    • Ensure you're logged into app.gohighlevel.com (not just your white-label domain).

    • Authorise the MyCRMSIM Marketplace App.

    • For agency plan users: install to all locations.

    • For $97 plan users: repeat this process for each sub-account.


② Step 2: Download and Install the iMessage App
  1. Go to Devices > iMessage.

  2. Click Add Device and download the Mac app from the provided link.

  3. Unzip the file and move the app to your Applications folder.

  4. If macOS blocks the installation:

    • Open System Settings > Privacy & Security.

    • Allow apps from identified developers or explicitly allow the app.


③ Step 3: Launch and Authenticate the App
  1. Open the installed app from Applications.

  2. Agree to the Terms of Use:

    • Reminder: iMessage should not be used for bulk messaging.

    • Recommended: max 50 unique contacts/day.

  3. Copy the authentication token from your MyCRMSIM dashboard.

  4. Paste the token into the app and log in.


④ Step 4: Assign Device to Sub-Account
  1. In the MyCRMSIM dashboard, refresh the iMessage Devices list.

  2. Find your newly connected Mac device.

  3. Go to SIMs > Sub-Accounts.

  4. If needed, click Connect Locations to reveal all sub-accounts.

  5. Toggle ON the sub-account you wish to link.

  6. Return to the device list, click Assign Device, and select the sub-account.

  7. Click Assign.


⑤ Step 5: Select the Correct Custom Provider in HighLevel
  1. Open the connected sub-account in your HighLevel CRM.

  2. Navigate to Settings > Phone Numbers > Additional Settings.

  3. Under Custom Provider, choose the correct one:

    • iMessage Only — if using iMessage exclusively.

    • SMS WhatsApp iMessage Gateway — if using multiple channels.

⚠️ Choosing the correct provider impacts AI reply behaviour and message routing.

✉️ Optional: Configure AI Reply Behavior
  • If using iMessage as your default reply method, select the combined SMS WhatsApp iMessage Gateway.

  • To use iMessage via workflows, you must install the custom actions provided in the integration snapshot.


🎉 You're Done!


Your Mac device with iMessage is now successfully integrated and assigned. You can begin sending and receiving messages from your CRM. To send your first message or explore automation, proceed to the next guide.

Part 3 - Sending iMessages

How to send and manage messages using iMessage, SMS, and a combination of both through the MyCRMSIM integration with HighLevel.✅ Prerequisites
  • iMessage and/or Android device successfully connected to MyCRMSIM.

  • Proper custom provider selected in HighLevel (iMessage Only or SMS WhatsApp iMessage Gateway).

  • Basic understanding of HighLevel workflows and automations.


① Understanding Conversation Providers

There are two main conversation providers:

  1. iMessage Only

    • Ideal when using a Mac/iMessage setup exclusively.

    • All replies and AI use default to iMessage.

  2. SMS WhatsApp iMessage Gateway

    • Used when combining multiple channels (SMS, WhatsApp, iMessage).

    • Allows flexible routing depending on recipient device.


② Manual Messaging Behavior📱 To iPhone (iMessage):
  • With iMessage Only provider:

    • Send a message via contact record.

    • Delivered as a blue bubble (iMessage).

    • Replies sync across phone and Mac.

📲 To Android:
  • iMessage cannot be delivered.

  • App defaults to green bubble SMS via the connected iPhone.

  • Requires iPhone to be online and connected.

⚠️ If iMessage fails, SMS is used as a fallback (only when phone is connected).

③ Combining iMessage + SMSUse Case:
  • Android device sends high-volume SMS for outreach.

  • iMessage (Mac) is used for follow-ups or AI replies from sales agents.

Setup:
  • Select SMS WhatsApp iMessage Gateway as your custom provider.

  • HighLevel uses the most appropriate device for message delivery.

ℹ️ iMessage will be used automatically only for iPhone numbers. Others will default to SMS.

④ Automations (Workflows)If Using iMessage Only:
  • Standard HighLevel SMS Action will send iMessages (if recipient is an iPhone).

  • Great for low-volume or personal follow-up automation.

If Using Mixed Setup (iMessage + Android):
  • SMS action defaults to the Android device.

  • Use Custom iMessage Action to target iMessage specifically.

To add Custom iMessage Action:

  1. In your HighLevel workflow, go to Actions.

  2. Scroll to My SMS Gateway App (Custom Actions).

  3. Select Send iMessage.

  4. Set target phone number and message content.

  5. Save the action.

⚠️ Requires HighLevel custom actions pricing: ~$10 for 10,000 actions or ~$0.01 per action.

🎉 Summary & Best Practices
  • Choose iMessage Only if you're using just a Mac with iMessage.

  • Choose SMS WhatsApp iMessage Gateway if combining Android + Mac.

  • iMessage will always fallback to SMS when recipient device is not compatible.

  • Use workflows and custom actions to automate outreach and follow-ups.

Additional Check - Power Settings 🔌

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.


To make sure that your Mac does not power off our SMS Gateway App will keep the Mac machine awake and should prevent it from going to sleep.


However screen settings may over ride that so please sure that you screen power management settings are set to prevent the hard disks going to sleep, especially if you are using a mac mini and disconnecting/turning off the screen and just leaving the machine running.


Alternatively you may like to install Amphetamine on your Mac to ensure that your Mac stays awake.


*Please note your settings may appear different to this on your machine depending on your OS.

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