Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Keap or Salesforce leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Keap and Salesforce, one set of customers
For teams that run part of their sales in Keap and part in Salesforce, or move from one to the other. Contacts stay the same both ways, and opportunities and opportunities travel in the direction you pick, so nobody retypes a record.
- Official sign in for both
- Either system can lead
- 7 day free trial
Contacts both ways, opportunities the way you pick
- Contacts
- Opportunities
At a glance. Contacts stay the same on both sides, and opportunities and opportunities travel in the direction you pick. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick Keap or Salesforce as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Everyone, customers only or leads only, when Salesforce sendsOnly Keap contacts with a tag you pick, on a one way syncOnly opportunities and opportunities above an amount you pickEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyWhen createdAccount
- Email, first slotBoth waysEmail
- Phone, first slotBoth waysPhone
- Billing street, city and postal codeBoth waysStreet, city and postal code
- State and countryWhen createdState and country
- TagsOnly in KeapNot in Salesforce
It happens in Keap, then in Salesforce
A new contact
Looked for in Salesforce on the exact email before a contact is created.
Name, email, phone or street changes
The same change is made to the Salesforce contact on the next sync.
A phone is emptied
The phone is emptied in Salesforce too.
The company changes later
Not carried: the company reaches Salesforce when the contact is created.
The state or country changes later
Not carried: Keap sets state and country when the contact is created.
- Before anything is created the other system is searched first, so nobody is created twice.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for Keap and Salesforce are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Keap or Salesforce leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The last name of the same contact is changed in both systems
Leading system
MillerMiller-HayesTwo different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Keap or Salesforce on its own is on its own page.
- Opportunities go one way
Pick the system where they are worked as the source; the other follows it. Contacts can run both ways.
FAQ
Questions about Keap and Salesforce?
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.
Contacts, yes: they sync in both directions and you choose which system leads. Opportunities and opportunities travel one way, in the direction you pick.
No. One already lost before its first sync is not created. An open one follows to won or lost when it closes, and a closed one is never reopened.
Contacts and tags do. Everything about opportunities needs Keap Max Classic, because Keap opens opportunities to other apps only on that edition. On Keap Pro and Max the opportunity rows stay empty and contacts keep syncing.
It is linked when the contact is created, to a Keap company of exactly that name or a new one, and a sync never renames or switches it afterwards.
No. Before anything is created in Keap or Salesforce, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ask your AI assistant
Ask ChatGPT or Claude what this pair can do
Add CRM Connector to the assistant you use and ask in your own words. It answers from the same rules the platform runs, and needs no CRM Connector account. For example: “With CRM Connector Platform, what can I sync between Keap and Salesforce?”
ChatGPT
Claude
Get started
Ready to connect Keap and Salesforce?Start your 7 day free trial
Sign in to Keap and Salesforce, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.