CRM Connector Platform

Sell and market in Keap. The rest follows.

The integration hub for Keap. The people in Keap stay in step with your books and your field tools, Keap tags can follow who paid and who is overdue so your campaigns act on it, and a won opportunity becomes a draft invoice or the work itself.

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  • Connects with official sign in (oauth)
  • Set up in five guided steps
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Keap logo

Pairs with 18 systems

What syncs

What Keap keeps in step

Contacts

Both ways
  • Both ways with QuickBooks Online, Xero, FreshBooks, HubSpot, Pipedrive, ServiceM8 and more.
  • Name, the first email and phone, and the billing street, city and postal code travel on every change.
  • The company, state and country are set when the contact is created.
  • Keap tags power a tag filter.

Opportunities

One way
  • On Keap Max Classic.
  • A won opportunity becomes a draft invoice, a ServiceM8 work order or a CompanyCam project.
  • With HubSpot, Pipedrive, Salesforce, Zoho CRM, HighLevel and ActiveCampaign, opportunities and deals travel one way in the direction you pick.
  • With Simpro, an open or won opportunity becomes a Simpro lead, and a sent Simpro quote an opportunity that follows it, with its lines in the notes.

Quotes

One way

On Keap Max Classic, a quote sent from QuickBooks Online, Xero, FreshBooks, Zoho Books or FreeAgent becomes a Keap opportunity that follows it: sent is open, accepted is won, declined or expired is lost.

Works with

Pair Keap with any of these

Pick the second system in the setup wizard. Each tile says what travels between the two and what is particular to that pairing.

QuickBooks Online logoQuickBooks OnlineContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, a won Keap opportunity becomes a draft QuickBooks invoice and a sent estimate an opportunity that follows it (Keap Max Classic), and optional Customer and Overdue tags follow your invoices.About QuickBooks OnlineHow it syncs
Xero logoXeroContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, a won Keap opportunity becomes a draft Xero invoice and a sent quote an opportunity that follows it (Keap Max Classic), and optional Customer and Overdue tags follow your invoices.About XeroHow it syncs
HubSpot logoHubSpotContacts, Opportunities and dealsContacts both ways, and opportunities and deals one way in the direction you pick, won and lost included (Keap Max Classic).About HubSpotHow it syncs
HighLevel logoHighLevelContacts, Opportunities, in the direction you pickContacts both ways, and opportunities one way in the direction you pick, from HighLevel into Keap or from Keap into HighLevel (Keap Max Classic).About HighLevelHow it syncs
Square logoSquareContactsCustomers both ways. Square checks phone numbers against the country's numbering plan.About SquareHow it syncs
Stripe logoStripeContactsStripe customers into Keap and back; the Stripe name is set once, at creation.About StripeHow it syncs
Housecall Pro logoHousecall ProContactsCustomers both ways. An address goes into Housecall Pro only at creation.About Housecall ProHow it syncs
ServiceM8 logoServiceM8Contacts, Won opportunities as jobsClients both ways, a won Keap opportunity becomes a ServiceM8 work order (Keap Max Classic), and an optional Job completed tag follows the work.About ServiceM8How it syncs
CompanyCam logoCompanyCamContacts, Won opportunities as projectsContacts both ways, and a won Keap opportunity becomes a CompanyCam project at the customer's address (Keap Max Classic).About CompanyCamHow it syncs
Pipedrive logoPipedriveContacts, Opportunities and dealsContacts both ways, and opportunities and deals one way in the direction you pick, won and lost included (Keap Max Classic).About PipedriveHow it syncs
FreshBooks logoFreshBooksContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, and a won Keap opportunity becomes a draft FreshBooks invoice and a sent estimate an opportunity that follows it (Keap Max Classic).About FreshBooksHow it syncs
Salesforce logoSalesforceContacts, Opportunities and dealsContacts both ways, and opportunities one way in the direction you pick, won and lost included (Keap Max Classic).About SalesforceHow it syncs
Zoho CRM logoZoho CRMContacts, Opportunities and dealsContacts both ways, and opportunities and deals one way in the direction you pick, won and lost included (Keap Max Classic).About Zoho CRMHow it syncs
Zoho Books logoZoho BooksContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, and a won Keap opportunity becomes a draft Zoho Books invoice and a sent estimate an opportunity that follows it (Keap Max Classic).About Zoho BooksHow it syncs
FreeAgent logoFreeAgentContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, and a won Keap opportunity becomes a draft FreeAgent invoice and a sent estimate an opportunity that follows it (Keap Max Classic).About FreeAgentHow it syncs
ActiveCampaign logoActiveCampaignContacts, Opportunities and dealsContacts both ways, and deals and opportunities one way in the direction you pick, won and lost included (Keap Max Classic).About ActiveCampaignHow it syncs
WooCommerce logoWooCommerceContactsContacts stay the same both ways, and Keap can tag the people who paid a WooCommerce order "Customer" for a campaign to follow up.About WooCommerceHow it syncs
Simpro logoSimproContacts, Tags from paid, overdue and completed, Opportunities as Simpro leads, Simpro quotes as opportunitiesContacts both ways and optional Customer, Overdue and Job completed tags for your campaigns; on Keap Max Classic, opportunities into Simpro leads and Simpro quotes into opportunities with the quote's lines in the notes.About SimproHow it syncs

Stage rules

Stage rules: a won opportunity starts the work

On Keap Max Classic. An opportunity is a sale, not work. Winning it creates the draft invoice, the work order or the project. Each rule needs a start date (60 days back by default), so opportunities won long ago never become new work on the first run.

  • Opportunity won, draft invoice waiting

    • A draft invoice in QuickBooks Online, Xero, FreshBooks, Zoho Books or FreeAgent for the same contact, with one line for the projected revenue.
    • The sync never sends or pays it.
    • Keep Keap's own QuickBooks Online or Xero order sync off for the same sales.

  • Opportunity won, ServiceM8 work order created

    A new work order for the same client, with the projected revenue as one material line.

  • Opportunity won, CompanyCam project created

    A project named after the opportunity, at the customer's address, so the crew can start taking photos.

  • Quote sent, opportunity following

    • A quote sent from your books becomes a Keap opportunity at the first open stage, named Quote and its number.
    • Accepting it moves the opportunity to your won stage; declining it or letting it expire moves it to your lost stage.
    • Draft quotes do not travel.

Connecting

How Keap connects

Official sign in

OAuth

Sign in to CRM Connector, choose Connect, sign in to Keap and approve. One Keap account is one connection; an account with several Keap apps connects each one separately.

Sign in to connect Keap

What you need

  • A CRM Connector account. Connecting happens inside the app.
  • A Keap account.
  • Opportunities need Keap Max Classic; contacts and tags work on every edition.

You approve access on Keap's own sign in page. Your Keap password never reaches CRM Connector.

Good to know

How Keap behaves

What is true for Keap whichever system you pair it with. What is particular to one pairing is on its tile above.

  • Opportunities need Keap Max Classic

    • Keap opens opportunities to other apps only on Max Classic.
    • Keap Pro and Max keep their pipeline in deals no other app can reach, so on those editions contacts and tags sync and opportunities do not.
    • The setup says so on every opportunity row.

  • Not connected to Jobber

    Jobber decides which systems may send into it, and Keap is not one of them yet. Every other system pairs with Keap.

  • Companies are never renamed

    • A contact's company is a Keap company record.
    • It is linked when the contact is created, to a company with exactly that name or a new one, and a sync never renames it or moves the contact to another, because everyone in it shares it.

  • The first email and phone

    • The first email and phone slot of a Keap contact travel.
    • A new email or phone takes that slot, the old one moves to a free slot, and the contact's other emails and phones stay.
    • A phone removed on the other side removes the contact's phones in Keap.

  • State and country are set once

    • The billing address travels, else the shipping or other address.
    • Street, city and postal code follow every change; state and country are set when the contact is created and then kept as Keap holds them.

  • Tags pick who travels

    • Only contacts with a Keap tag you choose can start to travel.
    • Syncing both ways, each system picks its own tags. With a system that has no tags, the filter works one way only.
    • Keap does not count adding a tag as a change, so a contact tagged later starts to travel the next time something else on it changes.

  • No customers only or leads only

    Keap has no field that says who is a customer, so those choices are offered only when the other system sends.

  • Won and lost follow your stage names

    • A stage called Won, Win or Sold, or at a 100% chance, is won; Lost or Loss is lost.
    • A closed opportunity is never reopened, and one already lost when first seen is not created.

  • Tags that follow the money, only when you switch them on

    • Tags a contact Customer once they paid, Overdue while past due, or Job completed.
    • Works with QuickBooks Online, Xero, ServiceM8, Simpro or WooCommerce (from WooCommerce only Customer, once an order is paid).
    • Off until switched on, because tags start Keap campaigns and automations.
    • Customer and Job completed stay; Overdue goes once nothing is past due.
    • Missing tags are created; every other tag stays, and none is renamed or deleted.

  • A shared api budget

    • Keap shares one api budget across every account the app serves, so Keap syncs at most every 30 minutes.
    • Each Keap account also has its own day budget; one that gets close waits for the next day while every other account keeps syncing.
    • Only records changed since the last run are read.

  • Orders stay in Keap

    Keap orders, products, subscriptions, notes and tasks do not travel.

FAQ

Questions about Keap?

Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.

Still not sure? Contact us

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