Custom software that works with Keap
Keap combines a CRM with marketing automation and payments for small service businesses. A connection makes sure every lead and sale reaches it.
Discuss your projectJobs a Keap connection can take off your plate
- Website and booking enquiries create contacts and apply the right tags
- Payments and invoices elsewhere update the contact record
- Client portals or apps that read from and write back to Keap
These are examples of what's possible. Your project starts with how your business works, not this list.
How it connects
Keap has a REST API for contacts, tags, opportunities and orders, connected through OAuth that you approve, with hooks for changes.
Good to know
- Existing campaigns and tags are mapped first so nothing triggers by accident.
- Some features depend on your Keap plan. This is checked first.
Often connected alongside
Quotes become invoices, and paid invoices move the job along on their own.
Work-account sign-in, Outlook calendars, Teams alerts and SharePoint files, from one app.
StripeDeposits, card payments and recurring billing built into your own booking or portal.
WordPressYour WordPress site's forms connected to your CRM, with every lead followed up automatically.
MailchimpCustomers and leads added to the right Mailchimp audience and tags automatically.
Website enquiries, quotes and job updates flowing in and out of ServiceM8.
ZapierWhen Zapier is enough, when it isn't, and how to make what you've built reliable.
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