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ForceManager + Keap

Create ForceManager contacts from new Keap contacts

Effortlessly keep your contact lists up-to-date with this handy Keap to ForceManager workflow. Whenever a new contact is added in Keap, their information is immediately transferred to ForceManager, creating a new contact entry. This seamless process helps ensure accurate information across your platforms and saves valuable time on manual data entry.

Effortlessly keep your contact lists up-to-date with this handy Keap to ForceManager workflow. Whenever a new contact is added in Keap, their information is immediately transferred to ForceManager, creating a new contact entry. This seamless process helps ensure accurate information across your platforms and saves valuable time on manual data entry.

  1. When this happens...
    KeapKeap
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    ForceManagerForceManager
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Keap triggers, actions, and search

    New Action Sequence

    Triggers when a new Action Sequence is added.

    Trigger
    Scheduled
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    • Appointment events this trigger will listen to:Required

    Trigger
    Instant
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    • Note events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Company events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Invoice events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Opportunity events this trigger will listen to:Required

    • RandomRequired

    Trigger
    Instant
    Try It
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About ForceManager

ForceManager is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance.
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Related categories

  • CRM (Customer Relationship Management)

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keap logo
keap logo

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

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