Keap is passionate about keeping things personal—something every sales team wants when managing customer relationships. Built with flexibility in mind to meet any growing small business’s needs, this popular CRM also allows you to grow your revenue, streamline email followup, and assign tasks to the right people.
But when you pair Keap with Zapier, your sales team can do even better work by automating processes like collecting leads from different channels, logging meeting notes, and tracking invoices.
With just a few Zaps—our word for automated workflows—you can connect Keap to the other apps you use every day. Here are some of the top ways to help you get started.
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Create contacts from forms and clicked ads
Oftentimes, a first touchpoint with a lead will be through a lead form or a click on a pay-per-click ad. Forms and ads are the catch-alls of user data and engagement metrics, providing a gateway for initiating—and maintaining—customer relationships.
Using the Zaps below, you can import a lead’s contact details or a customer’s feedback directly into Keap so your sales team can reach out when the time is right.
Note: You can specify multiple fields for your leads in Keap (like a lead’s source ID, owner ID, and different phone number types), making it even easier to capture every detail.
Do you use an app to collect leads that doesn’t integrate with Zapier? No problem—that’s where webhooks come in. They can fill the gap by accepting data (like leads) from an app or by sending them to another app without the need for an integration. Here’s a Zap for that:
Gather leads from events
When someone signs up for your event or webinar, chances are good that they’ll be interested in seeing what you do next.
Using these Zaps, you can automatically send information about new signups to Keap before the event even starts, so your new biggest fans are kept up to date on what you’re working on right away.
Log purchases in your CRM
One of Keap’s best features is the ability to automatically personalize what you send to each contact based on what their Keap record shows. That’s automation that saves you time and improves your customer relationships—all while keeping things personal.
These Zaps enrich what Keap knows about each contact, updating their records as they interact with your online store. Each time someone buys one of your products, Zapier will automatically add those to Keap, so it gets one step closer to making that perfect next recommendation.
You might also want to keep a running log of any new Keap invoices or payments in a spreadsheet tool like Google Sheets. These Zaps will automatically cross-post new invoices and payments directly to your spreadsheet tool of choice:
Create tasks and meeting notes in your CRM
Any successful sales team knows that logging customer touchpoints—from sales calls to customer meetings—in your CRM is a must. Doing so allows every team member to have the most up-to-date information about each contact stored in one place.
And, if you use an AI tool like Fathom or Read AI to automatically create tasks or meeting summaries, these Zaps will automatically log them in Keap for you, so everyone knows what to do:
Subscribe contacts to your marketing platforms
Now that you’ve gathered a ton of leads in Keap, you’ll want to add them to your marketing-specific tools so you can nurture and convert them into customers.
That could mean subscribing specific prospects to your newsletter, for example, or assigning them to a specific campaign list when your sales team has tagged them in Keap.
But taking those next steps can often take a back seat if your schedule is jam-packed. Fortunately, these Zaps will subscribe contacts to the right platform every time a tag is added to them in Keap:
And this is just the start of what you can do with Keap and Zapier. What will you automate first?
This article was originally published in November 2020, with previous contributions by Tyler Robertson. It was most recently updated in May 2024 by Elena Alston.
