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Connect Keap

From within a Client, click integrations in the sidebar. Next, click Keap, enter your credentials, and save to integrate!

Tatum Savage avatar
Written by Tatum Savage
Updated over 3 weeks ago

βœ‰οΈ Keap

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 our Keap integration, analyze active and inactive contacts, win rates, top products, sales details, and more!

API and Data Access

  • Keap API v2

  • Different Keap subscriptions offer different data endpoints available

Click here to view all available Keap metrics and learn what's possible with the Keap integration!

πŸ”Œ Connect Keap

To avoid a failed connection or error when integrating Keap with a Client, the person connecting must have:

  • Admin permission for the Keap account

If the above requirements are met, simply follow these steps to connect:

  1. Open the Client where you'd like to connect Keap.

  2. Click Integrations (plug icon) on the left side menu.

  3. Click Connect Integration in the upper right corner.

  4. Search for Keap in the search bar at the top, then click the Keap card.

  5. Click Connect New Account to launch the authorization window, or if you've previously connected an account, click the gray + sign at the bottom.

  6. Follow the prompts in the OAuth window to verify and finalize the connection.

πŸ’¬ Need additional help?

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

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