Integrate Keap with Zoho CRM

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

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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 Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best Keap and Zoho CRM Integrations

  • Keap Integration Zoho CRM Integration

    Keap + Zoho CRM

    Create/Update Lead to Zoho CRM from New Task in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Keap Integration Zoho CRM Integration

    Keap + Zoho CRM

    Create/Update Contact to Zoho CRM from New Task in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • Keap Integration Zoho CRM Integration

    Keap + Zoho CRM

    Create Module Entry to Zoho CRM from New Task in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Keap Integration Zoho CRM Integration

    Keap + Zoho CRM

    Add Attachment in Zoho CRM when New Task is created in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • Keap Integration Zoho CRM Integration

    Keap + Zoho CRM

    Create/Update Lead to Zoho CRM from New Contact in Keap Read More...
    Close
    When this happens...
    Keap Integration New Contact
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Keap + Zoho CRM 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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

How Keap & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of Keap and Zoho CRM

The integration of Keap and Zoho CRM has made it easier for the customers to communicate with the support team. It also makes it easier for the support team to monitor the customer’s interaction. The support team members can now access the required information with a click.

In order to integrate Keap and Zoho CRM, you will need:

Integration of Keap and Zoho CRM

Keap helps in integration of Zoho CRM to track calls and emails. Zoho CRM enables the company to have a bird’s eye view on all interactions related to the customer.

Benefits of Integration of Keap and Zoho CRM

Zoho CRM helps in tracking the journey and experience of the customer. It is possible to track all the activities of the customer that includes tracking website visits, chat activity, emails, phone calls and other interactions. This helps in improving the overall customer experience. It is possible to track the progress of the customer’s issue, even if he is not talking to any support agent. It is possible to track every detail including:

  • Activity of the customer
  • Action taken by the customer
  • Assignments given to the agent
  • Respution status of the issue
  • Detailed information about the agent, who was interacting with the customer

Integration of Keap and Zoho CRM increases efficiency and provides better experience for both customers and agents.

The process to integrate Keap and Zoho CRM 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.