Manage new Keap contacts by creating or updating them in Keap
Organize your contacts in Keap without the manual work. With this workflow, each time a new contact is added in Keap, that contact will be updated or created, if not existing already, within the same app. This practical task management frees up your time to focus on important client interactions and grow your business.
Organize your contacts in Keap without the manual work. With this workflow, each time a new contact is added in Keap, that contact will be updated or created, if not existing already, within the same app. This practical task management frees up your time to focus on important client interactions and grow your business.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Action Sequence
Triggers when a new Action Sequence is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAppointment Trigger Requirement
Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription Plan
Triggers when a new Subscription Plan is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product NameRequired
Active
Product Description
Product Price
Product Short Description
SKU
Subscription Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Lead Affiliate Id
Order DateRequired
Product IdRequired
Product QuantityRequired
Price Override
Order TitleRequired
Order TypeRequired
Promo Codes
Sales Affiliate Id
Company
Country Code (e.g., USA)
First Name
Is Invoice to Company
Last Name
Address Line 1
Address Line 2
Locality
Middle Name
Phone
Region (e.g., US-CA)
Zip Code
Zip Four
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Id
Due DateRequired
TitleRequired
User Id
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email or Phone Required
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Fields Required
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Fields Required
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Fields Required
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
ValueRequired
Email or Phone Required
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Fields Required
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Fields Required
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Fields Required
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity events this trigger will listen to:Required
RandomRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag events this trigger will listen to:Required
Tag (for use with "Tag Applied to Contact" event only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Tag Sync Interval
Tag
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a new refund is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOpportunity Stage Moved
Triggers when an opportunity stage is moved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
BodyRequired
Title
Type
User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Product
Product QuanityRequired
Price Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ContactsRequired
SubjectRequired
HTML Content
Plain Text Content
Email Address Field
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Email Address
Website
Notes
Opt-In
Address Country Code
Address Street (Line 1)
Address Street (Line 2)
Address City
Address State
Address Zip Code
Address Zip Four
Phone Number
Phone Extension
Phone Type
Phone Number
Phone Extension
Phone Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Keap
Related categories
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- Create or update Keap contacts when new opt-in forms are filled in Kartra
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- Tag contacts in Keap when new referral leads come in Talkadot
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- Add new Eventbrite event registrants to Keap
- Add new Keap contacts to Mailchimp as subscribers, keeping your mailing lists up to date
- Create or update Keap contacts from new or updated Google Forms responses
Related Zap Templates
- Create or update Keap contacts from new Calendly events
- Create or update Keap contacts from new Facebook Lead Ads leads
- Send funnel events to Facebook Conversions from Keap
- Add new Keap contacts to Google Ads customer list with email
- Create or update Keap contacts when new invitees are created in Calendly
- Create or update Keap contacts from new Microsoft Outlook messages in a specific folder
- Tag Contact in Keap for new lead form entries in Google Ads
- Add new Keap contacts to Mighty Networks as invited members
- Add new Zoom webinar registrants to Keap as contacts
- Create or update Keap contacts from new Manychat events
- Create or update Keap Max Classic contacts from new Typeform entries
- Create or update Keap contacts for new Stripe payments
- Create or update Keap contacts with new Leadpages form submissions
- Add new contacts in Keap to Text Request
- Handle SQL Server new or updated rows by creating or updating contacts in Keap
- Create or update EZ Texting contacts for new Keap contacts
- Update ClickSend SMS contacts when Keap contacts are updated
- Create or update contacts in Keap whenever new contacts appear in Constant Contact
- Create or update contacts in Keap for new enrollments in Teachable
- Create Facebook Custom Audiences from new Keap contacts
- Create or update Keap contacts from new parsed emails in Mailparser
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- Create or update contacts in Keap when new PandaDoc documents are completed
- Create clients in Thryv from new contacts in Keap
- Send emails in Microsoft Outlook for new contacts in Keap
- Add new Keap contacts to Facebook Custom Audiences as emails
- Create Google Ads offline conversions for new Keap contacts
- Create or update Keap contacts from new Jotform submissions
- Create or update contacts in Keap for new users in Zendesk
- Create new RingCentral contacts from new Keap contacts
- Create or update Keap contacts from new or updated Google Forms responses
- Create JobTread customers from new Keap contacts
- Add new tagged users from Manychat to Keap as contacts
- Create or update Keap contacts from new or updated Google Forms responses
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- Create or update Keap Max Classic contacts from new Calendly events
- Add new rows to Google Sheets by tagging Keap Max Classic contacts
- Add new Keap contacts to Google Sheets rows.
- Create or update Keap contacts when new OnceHub bookings are scheduled
- Create contacts in Keap from a webhook
- Create or update contacts in Keap when new forms are submitted in ClickFunnels
- Add new MemberPress members as Keap contacts
- Create Google Sheets rows for new Keap contacts
- Create or update Keap contacts from new Formidable Forms entries
- Create or update Keap contacts from new Gravity Forms submissions
- Create or update Keap contacts from new or updated Google Sheets rows
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- Add successful Clickfunnels purchases to Keap as contacts
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- Add new Keap contacts to Google Ads customer list
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- Tag new leads from Facebook Lead Ads as contacts in Keap
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- Create or update Keap contacts for new Setmore Appointments contacts
- Create detailed events in Google Calendar for new appointments in Keap
- Create or update Keap contacts when pipeline stages change in LeadConnector
- Send messages in WhatsApp Notifications for new contacts in Keap
- Tag contacts in Keap when new referral leads come in Talkadot
- Add new Eventbrite event registrants to Keap
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- Create new contacts to Keap from new Gravity Forms submissions
- Create or update Keap contacts from new Typeform entries
- Create or update Keap Max Classic contacts with new contact activity on ClickFunnels
- Create or update Keap contacts for new Shopify orders
- Add new Kajabi customers to Keap Max Classic
- Create or update Keap contacts from new Facebook Lead Ads leads
- Create or update Keap contacts for each new contact captured in OnceHub
- Send Slack messages for new contact tags in Keap
- Add contacts to Keap Max Classic from new Gravity Forms submissions
- Create and update LeadConnector contacts when new Keap contacts are added
- Create QuickBooks Online customers from new Keap contacts
- Create or update Keap contacts when new users join in LearnWorlds
- Add new Shopify customers to Keap as new contacts
- Create or update Keap contacts from new Salesforce leads
- Add Contact to Customer List With Email in Google Ads for New Contact in Keap
- Create or update Keap contacts whenever new automation rules are triggered in Wix
- Create or update Keap contacts when new opt-in forms are filled in Kartra
- Create or update PandaDoc contacts for new Keap contacts
- Create or update Keap contacts when new bookings are confirmed in Practice Better
- Automatically create or update Keap contacts from new or updated MySQL rows
- Add new Keap invoices to Google Sheets as spreadsheet rows
- Create or update Keap contacts when new failed payments occur in Stripe
- Automatically create or update contacts in Keap for new registered attendees in StealthSeminar
- Manage and update Keap contacts when new or updated contacts are created, modified, or deleted in JobNimbus
- Create or update Keap contacts from new Unbounce form submissions
- Create or update Keap contacts for new WooCommerce orders
- Create or update Keap contacts when new attendees register in Eventbrite
- Manage completed CallRail phone calls by creating or updating contacts in Keap
- Create or update Keap contacts when new customers are added in Shopify
- Create tasks in Wrike for new Keap contacts
- Create or update Keap contacts when new subscribers are added to segments or lists in Klaviyo
- Create or update Keap contacts when new member actions occur in Mighty Networks
- Add new Keap contacts to Mailchimp as subscribers, keeping your mailing lists up to date