How to connect Agent Response + Keap
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Form Completed by Lead
Triggers when a lead fills in an Agent Response form.Try ItTriggerScheduled
The Agent Response office ID you wish to add the enquiry to.
The email address of the lead
Type of EnquiryRequired
The type of enquiry.
The name of the lead
The telephone number of the lead
Any additional information the lead has sent.
The property address that the lead is interested in.
Triggers when a new contact is created.Try ItTriggerInstant
Triggers when a new invoice is created.Try ItTriggerInstant
New Portal Entry
Triggers when a lead has been parsed from a portal such as Right Move, On The Market, etc.Try ItTriggerScheduled
New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).Try ItTriggerInstant
New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).Try ItTriggerInstant
How Agent Response + Keap Integrations Work
- Step 1: Authenticate Agent Response and Keap.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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