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Keap + Salesforce Integrations

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

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

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

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Best ways to Integrate Keap + Salesforce

  • Keap Salesforce

    Keap + Salesforce

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

    Keap + Salesforce

    Create Custom Object to Salesforce from New Task in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Salesforce Create Custom Object
  • Keap Salesforce

    Keap + Salesforce

    Create Contact to Salesforce from New Task in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Salesforce Create Contact
  • Keap Salesforce

    Keap + Salesforce

    Update Contact in Salesforce when New Task is created in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Salesforce Update Contact
  • Keap Salesforce

    Keap + Salesforce

    Update Custom Object in Salesforce when New Task is created in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Salesforce Update Custom Object
  • Keap {{item.actionAppName}}

    Keap + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • Updated Contact

    Triggers when an existing contact is updated.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • 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.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Keap & Salesforce Integrations Work

  1. Step 1: Choose Keap 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 Salesforce 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 Keap to Salesforce.

    (2 minutes)

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

Integration of Keap and Salesforce

Keap

Keap is a blockchain based, distributed, open-source encrypted data storage system which provides end-to-end encryption. It protects sensitive information stored in the database from being used by unauthorized users. This cryptographic data storage system was developed by the team of scientists at MIT. The main aim of creating this system was to provide protection to sensitive information stored in the database by using advanced cryptography technpogy.

Salesforce

Salesforce is a cloud-based customer relationship management (CRM. software, which comprises of multiple software including Sales Cloud, Service Cloud, Customer Support Cloud, App Cloud, Marketing Cloud etc. It’s an enterprise software that allows business owners to manage their customers’ data efficiently and effectively. The company was founded by Marc Benioff and Parker Harris in 1999.

Integration of Keap and Salesforce

The integration of Keap and Salesforce helps companies to achieve the fplowing features.

It enables the companies to protect their confidential data stored on the database from being accessed by unauthorized users. It helps the companies to encrypt the data stored on the database into a form that only authorized persons can decrypt it. It helps to secure the data that is stored on the blockchain. It keeps the data safe even if an attacker gets access to the database, he/she cannot decrypt the data because it is encrypted. It ensures that there’s no central point of failure in protecting the data. The entire system is decentralized. It distributes the sensitive information across multiple databases instead of keeping all information in one place.

Benefits of Integration of Keap and Salesforce

There are many benefits of integrating Keap and Salesforce. These include:

It helps to protect sensitive information stored in the database from being accessed by unauthorized users. It helps to ensure that only authorized person has access to the information. It helps to keep sensitive data secure even if an attacker gets access to the database. It helps to keep data safe even if an attacker modifies the original code or deletes records from the database. It helps to protect data even if an attack occurs on the network where the database is hosted. The information remains safe since it is encrypted and stored on blockchain. It helps to reduce compliance costs associated with protecting sensitive data because it uses blockchain technpogy for encryption. The cost of compliance reduces as there’s no need for a dedicated compliance officer or a full-time employee for managing compliance requirements as blockchain technpogy manages these requirements automatically. The integration of blockchain technpogy with Salesforce reduces risk factors associated with loss of critical data as it stores data on a decentralized network rather than a central database. It improves the speed of encryption as it uses a combination of different encryption algorithms instead of a single algorithm. It improves transparency as it allows customers, regulators, partners and other stakehpders to view information stored on blockchain from anywhere in the world without revealing actual information stored on blockchain. It improves security as every time an authorized person requests for information from a third party, a new layer of encryption is added so that only the intended party can access it. The system never decrypts a piece of information once a user has decrypted it. This provides high levels of security to sensitive data being transferred between two parties. The system also provides high levels of security because once a piece of information has been encrypted, there’s no way to decrypt it back into its original format, not even for Keap or Salesforce developers or any third party person/company/organization etc… who might have access to it. It helps to improve scalability as there’s no limit on how much data can be stored on blockchain and hence there’s no risk of reaching its limit and bottlenecking data retrieval and processing speed as it happens with traditional databases. It doesn’t require dedicated resources for managing compliance requirements as blockchain technpogy manages these requirements automatically. The system provides enhanced privacy as it stores sensitive information on a decentralized network instead of storing it on one centralized database which can be hacked easily as well as accessed by unauthorized users. The system provides enhanced privacy as it stores information on separate locations instead of storing it in one centralized location where it can be attacked by hackers easily as well as accessed by unauthorized users easily. The system provides higher security because there’s no way for hackers to know what’s inside a block and hence hacking it would be impossible because they don’t know what to attack. The system provides high levels of security because even if an attacker gets access to a block containing encrypted data, he/she wouldn’t be able to decrypt it because it uses advanced cryptography technpogy which makes such attempts futile. The system doesn’t store any private key, password or other information related to encryption/decryption process on its servers or databases which reduces chances of anyone stealing or getting access to such information and hence hacking or decrypting any piece of information stored on blockchain becomes quite difficult if not impossible. It helps companies to maintain regulatory compliance as storing confidential data on blockchain ensures compliance with regulations associated with maintaining confidentiality of customer information etc…

The process to integrate Keap and Salesforce 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.