Automate Keap with Zapier

Using Zapier with Keap lets you automate repetitive tasks, connect your CRM to hundreds of other apps, and keep your contact data in sync without writing code. This how-to guide walks you through connecting Keap, building Zaps, and managing common workflows step by step.

The instructions below are based on the Keap integration documentation on the Zapier Help Center. For the original reference material, visit the official Keap section on Zapier support.

Understand the Keap and Zapier integration

Before you start building workflows, it helps to understand what the Keap and Zapier integration can do. Keap is a CRM and marketing automation platform for managing contacts, sales pipelines, and campaigns. Connecting it to automation tools lets you pass data between Keap and other services automatically.

With the integration, you can set up automated workflows where events in Keap trigger actions in other apps, and vice versa. These workflows are called Zaps and are made of two main parts: a trigger and one or more actions.

• Trigger: An event that starts your automation, like a new contact in Keap.
• Action: What happens after the trigger, such as creating a contact in another app.

Connect Keap to Zapier

To use Keap inside Zapier, you first need to connect your Keap account. The connection only has to be set up once for each Keap account you want to use.

Steps to connect Keap in Zapier

1. Sign in to your Zapier account in a web browser.
2. Click My Apps in the main navigation.
3. Select Add a connection or search for Keap.
4. Click the Keap app to start the connection process.
5. When prompted, sign in to your Keap account if you are not already signed in.
6. Review the permissions requested so Zapier can access your Keap data securely.
7. Click Allow or Approve to authorize the connection.

After authorization, your Keap account appears under My Apps in Zapier. You can now select it when setting up triggers or actions.

Create your first Keap Zap in Zapier

Once your accounts are connected, you can build a simple workflow that uses Keap as either the trigger or the action. Start with a common contact-based workflow so you can see how data moves through the automation.

1. Choose a Zapier trigger for Keap

1. From your Zapier dashboard, click Create Zap.
2. In the Trigger search box, type Keap and select the app.
3. Choose a trigger event, for example New Contact or Updated Contact.
4. Click Continue, then choose the Keap account you connected earlier.
5. Click Test or Test trigger so Zapier can pull in a recent record from Keap.

The sample record helps you map fields accurately in the action step later.

2. Add an action app in Zapier

1. After the trigger, click Action to add the next step.
2. Search for the app that should receive data from Keap, such as Google Sheets, another CRM, or an email platform.
3. Choose an action event, like Create Spreadsheet Row or Create/Update Contact.
4. Connect or select the account for that app.
5. Use the field mapping area to insert data from the Keap trigger (for example, first name, last name, email, tags).

When you map fields, you are telling Zapier exactly how Keap information should appear in the target app.

3. Test and turn on your Keap Zap

1. Click Test in the action step so Zapier sends sample data using the mapped fields.
2. Check the target app to confirm the data from Keap arrived correctly.
3. If needed, adjust the field mapping and test again.
4. When you are satisfied, toggle your Zap ON to start running it automatically.

Your workflow now runs each time the trigger event occurs in Keap.

Popular Keap workflows with Zapier

There are many ways to automate Keap. Below are common examples you can build and customize using Zapier.

Sync new Keap contacts to other tools

• Send new Keap contacts to a spreadsheet for reporting.
• Create or update contacts in another CRM or email platform.
• Automatically subscribe new contacts to a specific email list.

Manage tags and segments from Zapier

• Add tags to a contact when they complete a form in another app.
• Apply a follow-up tag when a payment is received through a connected payment tool.
• Update segmentation tags based on survey responses received in a form app.

Automate sales tasks with Keap and Zapier

• Create new opportunities when a lead is added in another marketing tool.
• Update opportunity stages when related actions happen in an external app.
• Log notes or activities based on webinar registrations or bookings.

Configure Keap triggers in Zapier

Different triggers are available depending on which features you use inside Keap. When you choose a trigger event in Zapier, you may see options to refine how the trigger behaves, such as filtering for certain tags or campaign activity.

Common tips when configuring triggers include:

• Use filters within your Zap if you only want to continue when a contact meets certain conditions.
• Test with a contact that clearly matches your criteria so the sample data is relevant.
• Document which fields in Keap are critical so you can confirm they appear correctly in the trigger data.

Use Keap actions in Zapier

Keap actions in Zapier let you create and update data from other platforms. When an event happens in a different tool, Zapier can send that data into Keap.

Typical actions include:

• Create or update a contact with data from forms or checkout pages.
• Add or remove tags based on activity in your marketing tools.
• Record payments, orders, or subscriptions from connected payment providers, depending on which events your integration supports.

Always verify the field mapping so required fields in Keap are filled. If a required field is missing, the action may fail or create incomplete records.

Test and troubleshoot Keap Zaps in Zapier

Reliable automations need consistent testing. Zapier includes built-in tools to help you troubleshoot Zaps connected to Keap.

Best practices for testing

• Send multiple test records from Keap to confirm your Zap behaves consistently.
• Check the Task History in Zapier to see if any tasks errored or were held.
• Open individual tasks to view detailed data, error messages, and field values.

Common troubleshooting steps

• Re-test your trigger if no data appears or if the sample is outdated.
• Re-connect your Keap account in My Apps if authentication expires.
• Confirm that fields used in mapping still exist in Keap and in the target app.
• Use filters or paths inside Zapier to control when certain actions run.

Improve your automation strategy

To get more value from your Keap integrations, review your workflows regularly. Look for manual steps that could be automated and remove duplicate or outdated Zaps. A clear strategy ensures data flows consistently across your tech stack.

If you need help planning advanced automations or improving CRM workflows, you can also work with a specialist. For example, Consultevo provides consulting services for automation, integrations, and process design that can complement your existing setup.

Next steps with Keap and Zapier

After your first Keap Zap is running smoothly, expand to more use cases such as sales pipeline updates, onboarding emails, and detailed reporting. Keep testing new ideas in a controlled way, and document each Zap so your team understands how data moves between Keap and your other tools.

For the most accurate, up-to-date information on available triggers, actions, and limitations, always refer back to the official Keap documentation on the Zapier Help Center.

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