Integrate Keap with SharePoint

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

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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.

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best Keap and SharePoint Integrations

  • Keap Integration Keap Integration

    SharePoint + Keap

    Create Company to Keap from New List in SharePoint Read More...
    Close
    When this happens...
    Keap Integration New List
     
    Then do this...
    Keap Integration Create Company
  • Keap Integration Keap Integration

    SharePoint + Keap

    Create or Update Contact to Keap from New List in SharePoint Read More...
    Close
    When this happens...
    Keap Integration New List
     
    Then do this...
    Keap Integration Create or Update Contact
  • Keap Integration Keap Integration

    SharePoint + Keap

    Create Task to Keap from New List in SharePoint Read More...
    Close
    When this happens...
    Keap Integration New List
     
    Then do this...
    Keap Integration Create Task
  • Keap Integration Keap Integration

    SharePoint + Keap

    Create Note to Keap from New List in SharePoint Read More...
    Close
    When this happens...
    Keap Integration New List
     
    Then do this...
    Keap Integration Create Note
  • Keap Integration Keap Integration

    SharePoint + Keap

    Create Invoice to Keap from New List in SharePoint Read More...
    Close
    When this happens...
    Keap Integration New List
     
    Then do this...
    Keap Integration Create Invoice
  • Keap Integration {{item.actionAppName}} Integration

    Keap + {{item.actionAppName}}

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

It's easy to connect Keap + SharePoint 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.

  • 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.

  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Keap & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of Keap and SharePoint

Keap

Keap is a cloud based document management spution that allows for the storage and retrieval of a wide variety of documents. It also provides the ability to cplaborate with others on the creation, refinement and sharing of documents.

SharePoint

SharePoint is a web-based cplaboration application that allows for the storage, retrieval and management of documents, as well as providing features such as blogs, wikis, discussion boards and webpages. Users can also access and use a variety of other applications through SharePoint.

Integration of Keap and SharePoint

Due to the fact that Keap and SharePoint are both cloud-based sputions, it makes sense to integrate them together so that users could use one spution for all their document management needs. This integration would allow users to be able to store documents in Keap, while still being able to share and cplaborate with other users on those documents in SharePoint. Through this integration users could enjoy the benefit of having two sputions that were both highly productive, but also very easy and convenient to use.

Benefits of Integration of Keap and SharePoint

The benefits include the ability to achieve high productivity by not only have a good cplaboration spution, but also have an excellent document management spution. The integration also allows for higher performance from each individual system. For example, the integration allows for real time document synchronization between the two systems. This means that users would be able to see the most updated version of the document whenever they needed it, whether it was on their computer or tablet. It also allows for better security for critical information. Finally, it increases efficiency and productivity by allowing users to work on documents from a single interface, rather than having to switch back and forth between two separate interfaces.

As more companies move toward using cloud based applications, it will become more important to integrate these applications. This integration will increase efficiency and help avoid the need to learn multiple programs at once. Keap and SharePoint are two excellent options for organizations who need to store, retrieve and share documents in the cloud. By integrating them together, users will not only be able to share their files in a highly secure environment, but also cplaborate with one another on their projects.

The process to integrate Keap and SharePoint 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.