Keap integration

CRM and marketing automation for small businesses (formerly Infusionsoft). Manage contacts, tags, companies, notes, tasks and opportunities, and add contacts to campaign sequences. It never charges cards, takes payments or issues refunds.

Sales and CRM Marketing1 triggers · 16 actions

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When “New Contact” happens in Keap, check the details with AI, then “Create Contact” and tell my team in Slack.

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Triggers

Start a workflow when this happens

WHEN
New Contact
Triggers when a new contact is created in Keap (checked every few minutes).

Actions

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DO
Create Contact
Creates a contact in Keap with name, email, phone, company and address. Optionally updates an existing contact instead when a duplicate is found, and applies tags.
DO
Update Contact
Updates an existing Keap contact. Only the fields you fill in are changed; the rest stay as they are.
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Find Contact by Email
Looks up Keap contacts with a given email address. Returns whether one was found, the first match and all matches.
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Get Contact
Gets a Keap contact by its ID, including emails, phones, addresses, company, tag IDs and custom fields.
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Apply Tags to Contact
Applies one or more tags to a Keap contact. Tags can start campaigns and automations in Keap.
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Remove Tags from Contact
Removes one or more tags from a Keap contact.
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List Tags
Lists the tags in your Keap account, optionally only the one with an exact name. Returns up to 2,000 tags.
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Create Tag
Creates a new tag in Keap.
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Create Company
Creates a company in Keap with its contact details and address.
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List Companies
Lists the companies in your Keap account, optionally only those whose name starts with some text. Returns up to 1,000 companies.
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Create Note on Contact
Adds a note to a Keap contact's record.
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Create Task
Creates a task in Keap assigned to a user, optionally linked to a contact or an opportunity.
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Create Opportunity
Creates a sales opportunity (deal) in your Keap pipeline for a contact.
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Move Opportunity to Stage
Moves a Keap opportunity to another stage of the pipeline.
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Add Contact to Campaign Sequence
Adds a contact to a sequence of a Keap campaign, so they start receiving its emails and steps. The campaign must be published.
DO
Custom Keap API Request (read-only)
Makes a GET request to any read endpoint of the Keap REST API (v1 or v2). It can't create orders, charge cards, take payments or change data.