Keap
Keap (formerly Infusionsoft) CRM, sales, and marketing automation REST API — contacts, companies, opportunities, orders, products, subscriptions, tasks, notes, tags, campaigns/automations, emails, appointments, files, affiliates, and webhooks.
Three ways to use Keap
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Keap.
Achieve an Automation Goal
Achieves a goal in an automation for a contact
Achieve API Goal
Achieves API goal for campaigns with matching integration, callName for a given contactId
Achieve a WordPress Opt-In Goal
Achieves a WordPress Opt-In Option Goal
Add a Product Option List Option Value
Adds product option values to a product option of type LIST
Add a WordPress Opt-In Option
Adds a value to the list of WordPress Opt-In Options Available
Add Contacts to an Automation Sequence
Adds a list of contacts to an automation sequence Response contains a map of the provided list of Contact Ids and their individual result.
Get started automating Keap
Ready-to-use workflows
Prompts using Keap
Wake up dormant Keap leads with a researched reason
Every Monday we find leads who never bought, research a real reason to reach out, and send a short personal email instead of another check in.
A weekly Keap cleanup desk for duplicate contacts and tag sprawl
See duplicate Keap contacts side by side with their orders and tags in view, merge the right record on purpose, and retire the tags nobody uses.
One screen for Keap recurring revenue and at risk renewals
See monthly recurring revenue by plan, what bills in the next 30 days, and every subscription that quietly stopped charging.
See which Keap lead sources actually produce revenue
Pick a date range and rank every lead source and tag cohort by contacts, opportunities, closed revenue and how long those buyers take to buy.
Turn Calendly bookings into prepped Keap records and Slack briefs
When someone books on Calendly, we update and tag their Keap record, add a prep task, and send the rep a Slack brief that flags existing customers.
Daily Keap pipeline triage that spots deals going cold
Every weekday morning your team gets a ranked list of stalled deals, each with a specific next step already booked as a task for its owner.
Log yesterday's Keap sales to a Sheet and Slack the total
Every weekday morning, yesterday's Keap payments are added to a running spreadsheet and the daily sales total lands in Slack.
Rescue failed Stripe payments with a Keap recovery play
When a Stripe payment fails, tag the customer in Keap, log the reason, open a 48 hour follow up task, and send a friendly card update email.
