Keap is a customer relationship management platform designed to help small businesses streamline sales and marketing tasks, automate follow-ups, and manage customer relationships efficiently.

With the Keap integration, you can analyze active and inactive contacts, win rates, top products, sales details, and more.

The Keap integration uses Keap API v2. Different Keap subscriptions offer different data endpoints, so the metrics available to you depend on your Keap plan. View all available Keap metrics to learn what's possible with the Keap integration.

To avoid a failed connection or error when integrating Keap with a Client, the person connecting Keap must have Admin permission for the Keap account.

Follow these steps to connect Keap to a Client in AgencyAnalytics:

Step 1: Open the Client where you'd like to connect Keap, then click the Data Sources tab at the top.

Step 2: Click the blue Connect Data Source button in the upper right corner of the page.

Step 3: Search for Keap in the search bar at the top, then click the Keap card.

Step 4: Click Connect New Account to launch the authorization window. If you've previously connected an account, click the gray Plus (+) sign at the bottom instead.

Step 5: Follow the prompts in the OAuth window to verify and finalize the connection.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄