Integrate SharePoint with Keap
Appy Pie Connect allows you to automate multiple workflows between SharePoint and Keap
- No code
- No Credit Card
- Lightning Fast Setup
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.
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 IntegrationsBest ways to Integrate SharePoint + Keap
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When this happens...
New List
Then do this...
Create Company
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When this happens...
New List
Then do this...
Create or Update Contact
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When this happens...
New List
Then do this...
Create Task
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When this happens...
New List
Then do this...
Create Note
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When this happens...
New List
Then do this...
Create Invoice
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect SharePoint + Keap without coding knowledge. Start creating your own business flow.
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New Item Line
Triggers whenever new item created in the list.
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New List
Triggers whenever new list created.
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New Appointment
Triggers when a new appointment created.
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New Company
Triggers when a new company created.
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New Contact
Triggers when a new contact created.
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New Invoice
Trigger when a new invoice created.
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New Payment
Trigger when a new payment received.
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New Tag
Triggers when new tag is created.
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New Task
Triggers when a new task is created.
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Tag Added to Contact in Keap
Triggers when a tag is added to a contact the first time.
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Updated Contact
Triggers when an existing contact is updated.
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Create Company
Creates a new company.
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Create Invoice
Creates a new invoice.
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Create Note
Creates a new note on a contact record.
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Create Task
Creates a new task.
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Create or Update Contact
Creates a new contact or updates an existing contact.
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Tag Contact
Apply tags to a contact.
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How SharePoint & Keap Integrations Work
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Step 1: Choose SharePoint as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Keap as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from SharePoint to Keap.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of SharePoint and Keap
The terms SharePoint and Keap are often used together in business organizations. The integration of SharePoint and Keap ensures the cplaboration and synchronization of the shared data. The purpose of this article is to describe the concept of SharePoint and Keap, the integration between them and the benefits of integration.
Integration of SharePoint and Keap
The integration of SharePoint and Keap ensures smooth functioning of the business organizations by providing the tops to cplaborate, share information, maintain the records and work-flows. This is achieved by sharing data via SharePoint and Keap. The data can be stored in SharePoint and maintained in Keap. In a situation where the data is shared via SharePoint, it may become difficult to maintain the records in Keap, as there will be multiple versions of the same document stored in different places. To ensure that there is no conflict in data and the records are accurate and consistent, a regular synchronization is done between SharePoint and Keap. This synchronization helps in updating the data from one database to another. With this, any change made in one database gets reflected in the other database automatically. This synchronization can also be based on an event, like a document has been updated or deleted in one database, which gets reflected in the other database at the same time. So, changing a record in one database automatically gets reflected in the other database. In a business organization, there are many activities that are performed by different people. These people need to work together to achieve the organizational goals. SharePoint provides tops to share information so that all these people can work together without any hindrance. This helps in achieving the organization’s goals on time.
Keap can be used to store knowledge and maintain records. The knowledge base created in Keap can be used by many users to get answers for their questions. The records maintained in Keap are easy to access as they are organized based on their categories. This makes it easy for people to search for information by category. For example, if a person needs to find out which people from his team have attended a conference last year he can search for it by category – conference name and date – instead of searching for each person individually. This makes it easy for a user to search for information and complete his work fast and efficiently. If a person needs to initiate a new project, he can easily create a template of it using SharePoint tops. After creating this template he can send it to others who have to update their records and contribute towards the completion of this project. The data input into this template will be automatically synchronized with SharePoint database, making it easy for teams to work together on projects without getting lost or confused about their progress.
From the above discussion, it is clear that both SharePoint and Keap play an important rpe in cplaborating and maintaining the records of an organization. However, it is very important that these tops are integrated with each other so that they function smoothly. The integration helps all employees work together towards achieving organizational goals on time.
The process to integrate SharePoint 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.
