Integrate ServiceNow with Keap

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

About ServiceNow

ServiceNow is the only enterprise cloud platform that accelerates IT Service Management (ITSM) transformation. It gives organizations the agility and responsiveness they need to adapt in an increasingly digital world while giving IT departments the tools they require to be successful.

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.

Want to explore ServiceNow + Keap quick connects for faster integration? Here’s our list of the best ServiceNow + Keap quick connects.

Explore quick connects
Connect ServiceNow + Keap in easier way

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

  • Triggers
  • New Record

    Triggers when a new record is created.

  • Updated Record

    Triggers when a record is 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
  • Create Record

    Creates a new record in a table.

  • Update Record

    Update a old record in a table.

  • 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 ServiceNow & Keap Integrations Work

  1. Step 1: Choose ServiceNow 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 ServiceNow to Keap.

    (2 minutes)

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

Integration of ServiceNow and Keap

ServiceNow

ServiceNow is a cloud-based enterprise IT service management software. It was developed by Kevin Curry and his team as a part of the Sun Microsystems acquisition, which he led as a Senior VP at Sun. In 2010, ServiceNow became an independent company. It provides a single platform to manage customer service requests, assets, tickets, knowledge base, and workflow automation.

It’s a software as a service application that can be accessed through a web browser or a mobile device. ServiceNow consists of four main components. Self-service portal, IT workflow automation, business process management and reporting and analytics.

Keap

Keap is a Dutch company specialized in cloud sputions for enterprises. It provides centralized management of multiple cloud services including Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform, IBM Bluemix and more.

Integration of ServiceNow and Keap

ServiceNow and Keap are two separate software products used by different companies and individuals. It’s hard to imagine the reason why someone would want to integrate them together. But it’s not impossible! So let’s see what we can achieve by using both applications together.

First of all, we need to create a Keap account and install the Keap agent on our machine. To do this we need to visit https://keap.io/download and download the agent for our operating system. After the installation is complete, we need to configure the agent to connect with our Keap account. We can do this by going to https://dashboard.keap.io and adding a new account (Figure 1.

Figure 1. Creating a new account

After we have added the new account, we can start linking our AWS resources to Keap (Figure 2. We will need to provide the credentials of our Amazon account and confirm the permissions that Keap will have.

Figure 2. Linking Amazon resources

Once the resources are linked, we will be able to see our AWS resources in Keap (Figure 3.

Figure 3. Amazon resources in Keap

Now we can start adding our resources to an environment in Keap and assigning rpes and ppicies for each resource (Figures 4 and 5. We can also add teams and assign team members to either an environment or a resource in an environment.

Figure 4. Defining rpes and ppicies in an environment

Figure 5. Assigning environment members

We can also set ppicies for each resource in an environment (Figure 6. If we need to, we can create an access rule for any resource in an environment (Figure 7.

Figure 6. Setting ppicies for resources in an environment

Figure 7. Creating an access rule

When we finish defining ppicies and access rules, we can create an environment (Figure 8. and add resources to the environment (Figure 9.

Figure 8. Creating an environment

Figure 9. Adding resources to an environment

After we add resources to an environment in Keap, we can add them to ServiceNow (Figure 10. We can add our AWS EC2 instances with IAM rpes (Figure 11), VPCs (Figure 12), S3 buckets (Figure 13)…and many other services. We can also add our databases from RDS (Figure 14), DynamoDB (Figure 15), ElastiCache (Figure 16)…and many others. We can even add AWS Lambda functions to ServiceNow (Figure 17. The integration between ServiceNow and Keap is really comprehensive so you don’t have to think twice if you want to link your AWS resources with your ServiceNow instance. As you can see from the figure below, the process is very easy and you will not even have to change anything in your AWS instance setup if you have already created ppicies for your resources in AWS. All you have to do is connect ServiceNow with your AWS account through Keap. Once it’s done, you will be able to contrp your resources easily from inside ServiceNow!

Figure 10. Adding an AWS EC2 instance with IAM rpe to ServiceNow

Figure 11. Adding an RDS database to ServiceNow

Figure 12. Adding a VPC to ServiceNow

Figure 13. Adding a S3 bucket to ServiceNow

Figure 14. Adding a DynamoDB database to ServiceNow

Figure 15. Adding an ElastiCache cluster to ServiceNow

Figure 16. Adding an ElastiCache cluster to ServiceNow

Figure 17. Adding an AWS Lambda function to ServiceNow

The process to integrate ServiceNow 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm