Keap is passionate about keeping things personal—something every sales team wants when managing customer relationships. Built with flexibility in mind to meet any growing small business's needs, this popular CRM also allows you to grow your revenue, streamline email follow-up, and assign tasks to the right people.
But when you pair Keap with Zapier, your sales team can do even better work by automating processes like collecting leads from different channels, logging meeting notes, and tracking invoices.
With just a few Zaps—our word for automated workflows—you can connect Keap to the other apps you use every day. Here are some of the top ways to help you get started.
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Create contacts from forms and clicked ads
Oftentimes, a first touchpoint with a lead will be through a lead form or a click on a pay-per-click ad. Forms and ads are the catch-alls of user data and engagement metrics, providing a gateway for initiating—and maintaining—customer relationships.
Using the Zaps below, you can import a lead's contact details or a customer's feedback directly into Keap so your sales team can reach out when the time is right.
Note: You can specify multiple fields for your leads in Keap (like a lead's source ID, owner ID, and different phone number types), making it even easier to capture every detail.
Create or update Keap contacts from new Facebook Lead Ads leads
Facebook Lead Ads + Keap
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Don't run the risk of overlooking a potential customer just because you were too busy to add their information to all your apps. This Zap will automatically send those details wherever they needs to be. Once it's active, this integration will watch for any new leads on Facebook, passing the data over to Keap automatically. If a match is found for your lead, the contact will be updated. Otherwise, a new one will be created for you with all the information they submitted.
Create new contacts to Keap from new Gravity Forms submissions
Gravity Forms + Keap
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Gravity Forms is a great tool for collecting leads, but if you are manually adding them to Keap, there is a better way. Get rid of the manual data entry and let Zapier automate this process for you. Once you configure this integration, new form submissions from Gravity Forms will create new contacts, or update existing contacts, inside Keap automatically, leaving you more time to focus on following up with your leads.
Create or update Keap contacts from new Typeform entries
Typeform + Keap
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Capture and manage vital contact details in new form submissions effortlessly and efficiently. Once this Zap is activated, a Keap contact will be automatically updated, or a new one created, with each new form received to your Typeform account.
Create or update Keap Max Classic contacts with new contact activity on ClickFunnels
ClickFunnels Classic + Keap
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You've got better things to do than copying contact info between apps. Once this automation is active, Zapier will automatically create or update a contact on Keap Max Classic when there is new activity in your ClickFunnels contacts, letting you easily keep your accounts up to date with the same information.
Create or update Keap contacts from new Kajabi form submissions
Kajabi + Keap
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Effortlessly manage your contacts as they engage with your Kajabi forms by using this seamless workflow. When a new form submission is received in Kajabi, it will create or update a contact in Keap, ensuring their information stays up-to-date and organized in your CRM. Save time and streamline your processes by automating contact management between Kajabi and Keap.
Create or update contacts in Keap from new form submissions in Squarespace Forms
Squarespace Forms + Keap
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Boost the efficiency of your customer management process with this seamless workflow. When a new form submission is received in Squarespace Forms, it instantly updates or creates a contact in Keap. This way, you don't have to manually transfer data between apps, and can ensure your contact list in Keap stays up-to-date with ongoing Squarespace Forms interactions. A perfect solution for maintaining accurate and current customer information.
Do you use an app to collect leads that doesn't integrate with Zapier? No problem—that's where webhooks come in. They can fill the gap by accepting data (like leads) from an app or by sending them to another app without the need for an integration. These Zaps let you create, update, or tag contacts and Keap based on webhook data.
Create contacts in Keap from a webhook
Webhooks by Zapier + Keap
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If you need to pull data from apps with webhook integrations, this automation can save you time and effort. Set it up so that, each time a webhook is received at a specified URL, Zapier will automatically extract the data you need to create a new contact in Keap. It's the perfect way to link Keap to your internal business apps.
Create or update Keap contacts for new catch hooks in Webhooks by Zapier
Webhooks by Zapier + Keap
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Automatically create or update contacts in Keap whenever new data is received through a Webhooks by Zapier catch hook. This integration helps you keep your contact list accurate and up to date based on external form submissions, sign-ups, or other events.
Tag Keap contacts for new catch hooks in Webhooks by Zapier
Webhooks by Zapier + Keap
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Automatically apply tags to contacts in Keap whenever new data is received via a Webhooks by Zapier catch hook. This integration helps you segment contacts and trigger targeted campaigns based on real-time activity from external sources.
Pro tip: No matter where they're coming from, form entries can be messy. Add a formatter step to capitalize names, standardize phone numbers, or even extract UTM parameters before sending data to Keap. Clean data means better segmentation and smoother follow-ups later.
You can also add an AI step to analyze form responses and summarize the lead's intent. For example, if your Gravity Form includes an open-ended "What are you looking for?" question, AI can convert the answer into a short summary and automatically attach it as a note in Keap—saving your sales team time and giving them better context.
Gather leads from events
When someone signs up for your event or webinar, chances are good that they'll be interested in seeing what you do next.
Using these Zaps, you can automatically send information about new signups to Keap before the event even starts, so your new biggest fans are kept up to date on what you're working on right away.
Create or update Keap contacts from new Calendly events
Calendly + Keap
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Follow up with people after meetings end effortlessly with this Zapier integration. Once set up, each new Keap contact will be automatically created or updated from each new event invitee in your Calendly account.
Tag new Calendly invitees as contacts in Keap for seamless organization
Calendly + Keap
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Effortlessly organize your contacts by adding tags to new Calendly invitees in Keap. This workflow streamlines your contact management process by instantly tagging contacts in Keap whenever a new invitee is created in Calendly. Stay on top of your scheduling and communication with this seamless automation.
Create or update Keap contacts for new Zoom webinar registrants
Zoom + Keap
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Easily manage your Zoom webinar registrants with this automation. When a new webinar registrant signs up in Zoom, it immediately creates or updates their contact information in Keap. This ensures you can effectively manage and follow-up with contacts for future communication or promotional activities, all while saving time and enhancing efficiency.
Add new Eventbrite event registrants to Keap
Eventbrite + Keap
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An event is the start of a beautiful relationship. Keep that relationship warm with this handy automation. After you set it up, every new Eventbrite event registration will automatically create a new contact in Keap - or update an existing one.
Create or update Keap contacts with new Acuity Scheduling appointments
Acuity Scheduling + Keap
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Streamline your contact management tasks with this integration. Once active, this Zap automatically creates a new, or updates an existing, user in Keap for each new appointment generated in Acuity Scheduling.
If your event serves multiple audience types (like beginners vs. advanced users), you can add a path step that routes leads into different sequences in Keap based on their answers or source. For example, a registrant choosing "advanced user" could be tagged with a different sequence than someone choosing "just getting started."
Keep your team in the loop
Leads are great, but the real goal is to turn them into paying customers—and that can only happen if your sales team reaches out before their interest fades. That means it's essential to have a reliable notification system that alerts your team of new leads and ensures none fall through the cracks.
If your team lives in Slack or Microsoft Teams, make their jobs easier by bringing the CRM notifications to them. Instead of checking your Keap dashboard a dozen times a day, use a Zap to send key details straight to your team's conversation channel.
Send Slack messages for new contact tags in Keap
Keap + Slack
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Stay on top of your financial updates with this seamless connection between Keap and Slack. Now, every time there's a fresh payment update in Keap, a custom message pops up in your preferred Slack channel, ensuring everyone on your team stays in the loop. Streamline your financial communication and never miss a beat on your account's status.
Create Slack channel messages for new Keap tasks
Keap + Slack
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Improve team communication and stay up-to-date with this Keap and Slack workflow. Whenever a new task is created in Keap, a channel message will be sent in Slack, notifying team members instantly. Boost collaboration and keep everyone informed about important tasks, making your team's work more efficient and effective.
Send Microsoft Teams channel messages for updated Keap contacts
Keap + Microsoft Teams
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Stay informed about updates in your Keap contacts by sending channel messages in Microsoft Teams with this efficient automation. Once set up, every time a contact is updated in Keap, a channel message will be sent in your selected Microsoft Teams channel, ensuring your team is always up-to-date with the latest contact information. Keep your team in the loop and improve collaboration with this seamless workflow.
If you prefer email notifications instead, use this Zap to keep your team updated on new lead activity. You can also use a Zap like this to send automated email confirmations to new Keap subscribers.
Create and send emails in Gmail for new contacts in Keap
Keap + Gmail
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Easily stay in touch with new contacts by sending them a personalized email as soon as they are added to your Keap account. This workflow starts when a new contact is created in Keap and immediately sends an email to that contact via Gmail. Save time and ensure prompt communication with this seamless automation.
Pro tip: If you don't want to spam your team with a notification for every new lead, use a digest step to send a daily roundup of new contacts or tasks in Keap. That way, your team gets all the information they need in a single, concise message.
Connect Keap to a spreadsheet
No matter how amazing your CRM, sometimes there's just no beating a spreadsheet for flexibility and accessibility. Connecting Keap with Google Sheets gives you more power over your lead data—and automating that connection is a reliable and scalable way to keep both tools up to date.
You might be collecting leads in a Google Sheet with manual entry, internal forms, or even imports from other tools. Or maybe you want a no-fuss way to log Keap invoices and payments in a spreadsheet for quick reviews, cross-team sharing, or lightweight reporting. In either direction—Keap to Sheets or Sheets to Keap—automation keeps things moving without adding extra work to your plate.
These Zaps help you bridge the gap between apps, so nothing slips through the cracks and your data stays both visible and actionable.
Add new rows to Google Sheets by tagging Keap Max Classic contacts
Keap + Google Sheets
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If you want to view your Keap Max Classic contacts on a spreadsheet, use Zapier to automatically add tagged Keap Max Classic contacts to Google Sheets. Once you tag a contact, they will be automatically added to Google Sheets in new rows. That'll give you an easy way to export all of your contacts with a particular tag.
Create or update Keap contacts from new or updated Google Sheets rows
Google Sheets + Keap
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Effortlessly manage new contacts without any added clicks or keystrokes. With this Zap set up, you’ll automatically generate new, or update existing, Keap contacts simply by adding the details to a new or existing row in your Google Sheets spreadsheet.
Add new Keap invoices to Google Sheets as spreadsheet rows
Keap + Google Sheets
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Easily track new invoices from Keap in a Google Sheets spreadsheet with this seamless workflow. Whenever a new invoice is created in Keap, a new row will be added to your specified Google Sheets document, keeping all of your financial records organized and up-to-date without any manual effort. Stay on top of your finances and streamline your invoicing process with this efficient automation.
Add new Keap payments to Google Sheets by creating multiple rows
Keap + Google Sheets
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Manage your financial transactions efficiently with this smart workflow. As soon as a payment is registered in Keap, it immediately updates corresponding records in a Google Sheets spreadsheet. This seamless interaction between Keap and Google Sheets offers an organized financial data management solution, making your payment tracking processes simpler and more productive.
Automatically enroll contacts in marketing and learning platforms
Once a lead is tagged in Keap—whether by your sales team, automations, or segmentation logic—that tag often represents a key moment. They're ready to receive your newsletter, get access to paid content, or move into the next stage of your funnel. But manually enrolling contacts across all your other platforms can be a time-consuming bottleneck.
These Zaps take care of that handoff for you. Whether you're subscribing someone to an email list, enrolling them in a course, or syncing tags with LeadConnector, these automations ensure every lead gets where they need to go, every time.
Subscribe tagged Keap contacts to Mailchimp
Keap + Mailchimp
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Automate your email marketing workflows by syncing new contacts tagged in Keap directly to Mailchimp. When a new contact is tagged in Keap, this integration will automatically add or update their details in your Mailchimp subscriber list. Streamline your processes and ensure that your marketing efforts are always targeting the most up-to-date contact information, enhancing your outreach and engagement.
Manage new Keap contact tags by updating contacts in LeadConnector
Keap + LeadConnector
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Easily manage new payments from Keap across all types with LeadConnector with this automation. Once a new payment is received in Keap, LeadConnector will be updated accordingly, ensuring you don't miss out on any transaction details. This workflow helps streamline your financial management, saving your time and minimizing errors.
Grant access to Kajabi offers when new tag events occur in Keap
Keap + Kajabi
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When a new tag event is identified in Keap, this workflow allows you to instantly grant access to a specific offer in Kajabi. It simplifies your marketing efforts by instantly connecting your audience with valuable resources. Enhance your customer engagement by ensuring your offers reach the right people at the right time.
Supercharge your CRM with automation
Keap is a powerful tool for managing customer relationships, but if you're relying on manual processes, you're not using your CRM to its full potential. Nurturing leads and customers depends on quick follow-ups and accurate data, so it's crucial to standardize and streamline your information workflows.
Automation makes it easy to align Keap with the rest of your tech stack. And you're not limited to two-step Zaps, either. In fact, you unlock even more potential when you build an automated system to manage your sales processes. Here's how a sales team might visualize their automated lead management system (diagrammed with Zapier Canvas):
And this is just the start of what you can do with Keap and Zapier. What will you automate first?
This article was originally published in November 2020, with previous contributions by Tyler Robertson and Elena Alston. It was most recently updated in June 2025 by Nicole Replogle.
