• ProAgentSolutions logoProAgentSolutions logo
  • Keap logoKeap logo

ProAgentSolutions + Keap Integrations

How to connect ProAgentSolutions + Keap

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  • ProAgentSolutions triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Scheduled
  • ProAgentSolutions triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • ProAgentSolutions triggers, actions, and search
    Create Activity
    Creates a new activity.
    Action
    Write
  • ProAgentSolutions triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • ProAgentSolutions triggers, actions, and search
    Find Contact
    Finds a contact using an email address.
    Action
    Search
  • ProAgentSolutions triggers, actions, and search
    Find or Create Contact
    Finds a contact using an email address.
    Action
    Search or write
  • Keap triggers, actions, and search
    Tag Added to Contact
    Triggers when a tag is added to a contact the first time.
    Trigger
    Scheduled
  • Keap triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Instant
  • Keap

    Triggers when a new credit card charge is made. (Merchant Only).

    Instant

    Trigger

  • Keap

    Triggers when a new invoice is created.

    Instant

    Trigger

  • Keap

    Triggers when a New Manual Payment is added. (Cash or Check).

    Instant

    Trigger

  • Keap

    Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.

    Instant

    Trigger

  • Keap

    Triggers when a new task is created.

    Instant

    Trigger

  • Keap

    Triggers when an existing contact is updated.

    Instant

    Trigger

  • Keap

    Creates a Company

    Scheduled

    Action

  • Keap

    Creates a new invoice

    Scheduled

    Action

  • Keap

    Creates a new note on a contact record

    Scheduled

    Action

  • Keap

    Creates a new task on a contact

    Scheduled

    Action

  • Keap

    Add a product to an already existing Invoice

    Scheduled

    Action

  • Keap

    Apply tags to a contact.

    Scheduled

    Action

  • Keap

    Creates a new contact or updates an existing contact.

    Scheduled

    Action

  • Keap

    Find a Contact.

    Scheduled

    Action

  • Keap

    Search for a company by name

    Scheduled

    Action

  • Keap

    Search for a company by name

    Scheduled

    Action

How ProAgentSolutions + Keap Integrations Work

  1. Step 1: Authenticate ProAgentSolutions and Keap.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
pro-agent-solutions logo
pro-agent-solutions logo

About ProAgentSolutions

Pro Agent Solutions helps real estate agents and brokers manage their customer relationships, stay organized and generate leads so they can sell more homes.
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.
Learn more

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