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 followup, 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 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 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 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 or update Keap contacts from new LinkedIn Ads lead gen form responses
LinkedIn Ads + Keap
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Easily manage your LinkedIn Ads leads and stay organized with this streamlined workflow. When you receive a new lead from LinkedIn Ads, this automation will create or update a contact in your Keap account, ensuring you have the latest information on your prospects. Spend less time on manual data entry and focus on growing your network and nurturing your leads.
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. Here's a Zap for that:
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.
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.
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.
Log purchases in your CRM
One of Keap's best features is the ability to automatically personalize what you send to each contact based on what their Keap record shows. That's automation that saves you time and improves your customer relationships—all while keeping things personal.
These Zaps enrich what Keap knows about each contact, updating their records as they interact with your online store. Each time someone buys one of your products, Zapier will automatically add those to Keap, so it gets one step closer to making that perfect next recommendation.
Create or update Keap contacts from new successful PayPal sales
PayPal + Keap
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Stay on top of your sales with this workflow. When a successful sale is registered in PayPal, it triggers a process to either create or update a contact within Keap. This ensures your contact list remains current, saving you time and reducing manual data entry. Perfect for eCommerce businesses looking to streamline their customer management and sales tracking processes.
Tag Keap contacts when new Stripe payments are received
Stripe + Keap
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Effortlessly manage your customer relationships with this seamless workflow between Stripe and Keap. When a new payment is made in Stripe, this automation will tag the corresponding contact in Keap, ensuring your client information stays organized and up-to-date. Save time and maintain accurate records with this helpful integration.
Add contacts in Keap for new paid orders in Shopify
Shopify + Keap
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Effortlessly manage your customer information with this automation that connects Shopify and Keap. Whenever a new paid order is placed in your Shopify store, this workflow will create or update the corresponding contact in Keap, ensuring that your customer data stays up-to-date and organized. Save time and maintain accurate records with this seamless connection between your online store and CRM system.
You might also want to keep a running log of any new Keap invoices or payments in a spreadsheet tool like Google Sheets. These Zaps will automatically cross-post new invoices and payments directly to your spreadsheet tool of choice:
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.
Create tasks and meeting notes in your CRM
Any successful sales team knows that logging customer touchpoints—from sales calls to customer meetings—in your CRM is a must. Doing so allows every team member to have the most up-to-date information about each contact stored in one place.
And, if you use an AI tool like Fathom or Read AI to automatically create tasks or meeting summaries, these Zaps will automatically log them in Keap for you, so everyone knows what to do:
Create tasks in Keap from new action items in Fathom
Fathom + Keap
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Ease your workload with this seamless workflow between Fathom and Keap. Whenever a new action item crops up in Fathom, a relevant task is instantly generated in Keap. This automation efficiently bridges the gap between task initiation and execution, ensuring smooth project management and timely completion of all responsibilities.
Add Read AI meeting notes to Keap
Read AI + Keap
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Ensure no detail from your meetings goes unnoticed with this automation, which captures new meeting notes in Read AI and seamlessly creates a corresponding note in Keap. When this Zap runs, it automatically transfers the key points and decisions from each meeting directly into your CRM, enhancing follow-up efficiency and customer relationship management. This integration not only saves valuable time but also ensures that all team members are aligned and updated, making your CRM the single source of truth for customer interactions.
Add Fireflies.ai meeting notes to Keap
Fireflies.ai + Keap
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Ensure no detail from your meetings goes unnoticed with this automation, which captures new meeting notes in Fireflies.ai and seamlessly creates a corresponding note in Keap. When this Zap runs, it automatically transfers the key points and decisions from each meeting directly into your CRM, enhancing follow-up efficiency and customer relationship management. This integration not only saves valuable time but also ensures that all team members are aligned and updated, making your CRM the single source of truth for customer interactions.
Subscribe contacts to your marketing platforms
Now that you've gathered a ton of leads in Keap, you'll want to add them to your marketing-specific tools so you can nurture and convert them into customers.
That could mean subscribing specific prospects to your newsletter, for example, or assigning them to a specific campaign list when your sales team has tagged them in Keap.
But taking those next steps can often take a back seat if your schedule is jam-packed. Fortunately, these Zaps will subscribe contacts to the right platform every time a tag is added to them in Keap:
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.
Send campaigns in ActiveCampaign for new tagged contacts in Keap
Keap + ActiveCampaign
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Enhance your marketing efficiency by creating new campaigns in ActiveCampaign whenever a contact is tagged in Keap. This Zap template ensures that each time you tag a new contact in Keap, a corresponding campaign is automatically set up in ActiveCampaign. This seamless integration helps you capitalize on fresh leads promptly and keeps your marketing strategies agile and responsive, maximizing engagement and conversion opportunities.
Subscribe newly tagged Keap contacts to Flodesk
Keap + Flodesk
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Automatically manage your email lists by syncing new or updated contacts from Keap to Flodesk. Each time a contact is tagged in Keap, they will either be added as a new subscriber or have their existing subscriber information updated in Flodesk. This automation saves time, reduces manual entry errors, and ensures your Flodesk campaigns are always equipped with the latest subscriber data for more effective email marketing.
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. It was most recently updated in May 2024 by Elena Alston.
