Autotask + Keap

Create or update contacts in Keap when new contacts are added in Autotask

When a new contact is added in Autotask, this workflow ensures they are also recorded in the Keap app. This integration between Autotask and Keap saves you from duplicating efforts, making sure your contacts are always up to date on both platforms. This quick and simple process keeps both your systems aligned, saving you time and improving efficiency.

When a new contact is added in Autotask, this workflow ensures they are also recorded in the Keap app. This integration between Autotask and Keap saves you from duplicating efforts, making sure your contacts are always up to date on both platforms. This quick and simple process keeps both your systems aligned, saving you time and improving efficiency.

  1. When this happens...
    AutotaskAutotask
    New Contact

    Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.

    TriggerInstant
  2. automatically do this!
    KeapKeap
    Create or Update Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

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  • 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.
Learn more

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  • CRM (Customer Relationship Management)

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