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Apptivo + Keap Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Keap

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About Keap

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

Keap Integrations

Best ways to Integrate Apptivo + Keap

  • Apptivo Keap

    Apptivo + Keap

    Create Company to Keap from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Keap Create Company
  • Apptivo Keap

    Apptivo + Keap

    Create or Update Contact to Keap from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Keap Create or Update Contact
  • Apptivo Keap

    Apptivo + Keap

    Create Task to Keap from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Keap Create Task
  • Apptivo Keap

    Apptivo + Keap

    Create Note to Keap from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Keap Create Note
  • Apptivo Keap

    Apptivo + Keap

    Create Invoice to Keap from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Keap Create Invoice
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + Keap in easier way

It's easy to connect Apptivo + Keap without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Tag Added to Contact in Keap

    Triggers when a tag is added to a contact the first time.

  • Updated Contact

    Triggers when an existing contact is updated.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

How Apptivo & Keap Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Keap as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Keap.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and Keap

Apptivo and Keap are both highly functional CRM software. However, their integration has added more functionality to both products. So when you opt for this integration you are getting a top that is well-equipped with features that can help you increase revenue and make your business better.

Integration of Apptivo and Keap

Both Apptivo and Keap have their respective strengths. One of the best things about them is they have very seamless integration. You can run transactions on the other platform seamlessly. Let’s say if you have integrated Apptivo and Keap, you will be able to do things like:

Creating leads in Keap and create a new contact by using Apptivo as the lead source.

Use Keap for creating new leads, then sync it with Apptivo for converting them into Apptivo contacts

Use Apptivo for creating new contacts, then sync it with Keap to convert them into leads.

To work with different modules of both products, we need to understand how integration works between these two systems. The fplowing integration features were included in the integration process:

Data Sync – This feature syncs the changes that happen in one system with another system. For example, if I make changes in Apptivo and I want those changes to appear in Keap, or vice versa, this feature would ensure all the changes made in one system get synced with another system.

– This feature syncs the changes that happen in one system with another system. For example, if I make changes in Apptivo and I want those changes to appear in Keap, or vice versa, this feature would ensure all the changes made in one system get synced with another system. Workflow Integration – With this integration, you can initiate a workflow from one system (Apptivo. and it will be completed by the other system (Keap.

– With this integration, you can initiate a workflow from one system (Apptivo. and it will be completed by the other system (Keap. Form Integration – Forms are one of the important tops that enable users to interact with each other within the app. When you integrate Apptivo and Keap, you can use forms from Apptivo to create or edit contacts in Keap. You can also use forms from Keap to create or edit contacts in Apptivo. To accomplish this task, simply create a form in Apptivo, copy its details and paste it into Keap form and fill it out. Once you complete filling out the form, click on save and it gets saved automatically in Keap. Similarly, if you create contacts in Keap using a form from Apptivo, it automatically gets saved in Apptivo. This is a very convenient way of exchanging data between the two systems.

– Forms are one of the important tops that enable users to interact with each other within the app. When you integrate Apptivo and Keap, you can use forms from Apptivo to create or edit contacts in Keap. You can also use forms from Keap to create or edit contacts in Apptivo. To accomplish this task, simply create a form in Apptivo, copy its details and paste it into Keap form and fill it out. Once you complete filling out the form, click on save and it gets saved automatically in Keap. Similarly, if you create contacts in Keap using a form from Apptivo, it automatically gets saved in Apptivo. This is a very convenient way of exchanging data between the two systems. Request Integration – Request integration allows users to send requests via one platform to complete it through another platform or vice versa. If a user sends a request from one platform (Apptivo), he may receive notification at an appropriate time through another platform (Keap. so that he can take action accordingly. If a user sends a request from one platform (Keap), then he may receive notification through another platform (Apptivo. so that he knows how to proceed with his request.

– Request integration allows users to send requests via one platform to complete it through another platform or vice versa. If a user sends a request from one platform (Apptivo), he may receive notification at an appropriate time through another platform (Keap. so that he can take action accordingly. If a user sends a request from one platform (Keap), then he may receive notification through another platform (Apptivo. so that he knows how to proceed with his request. Workflow Integration – Workflow integration enables users to flow activities across systems with ease. When users integrate Apptivo and Keap together, they can create an activity on one platform (Apptivo. and it will be completed on another platform (Keap. For example, if I create an activity on Apptivo and I want to assign someone else to complete it on Keap – I can do that by integrating these two platforms together.

– Workflow integration enables users to flow activities across systems with ease. When users integrate Apptivo and Keap together, they can create an activity on one platform (Apptivo. and it will be completed on another platform (Keap. For example, if I create an activity on Apptivo and I want to assign someone else to complete it on Keap – I can do that by integrating these two platforms together. Data Management – Users can manage their data once they have integrated their systems together because they don’t have to transfer data manually between systems anymore. They just need to make changes once which will update both systems at once!

– Users can manage their data once they have integrated their systems together because they don’t have to transfer data manually between systems anymore. They just need to make changes once which will update both systems at once! Integration Dashboard – The dashboard contains all the details about the integration between two systems. It shows incoming flows going into each system as well as outgoing flows going out of each system so that users always know about all their integrations without having to go through complex logs or trying to find anything at all! Users just need to click on the integrations tab on their dashboard and check out all details of their integrations right away!

The process to integrate Apptivo and Keap may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.