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Integrate Zoho CRM with Keap

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

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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.

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 Integrations

Best ways to Integrate Zoho CRM + Keap

  • Zoho CRM Integration Keap Integration

    Zoho CRM + Keap

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

    Zoho CRM + Keap

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

    Zoho CRM + Keap

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

    Zoho CRM + Keap

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

    Zoho CRM + Keap

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

    Zoho CRM + {{item.actionAppName}}

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    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zoho CRM + Keap in easier way

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

    Triggers
  • 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.

  • 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
  • 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.)

  • 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 Zoho CRM & Keap Integrations Work

  1. Step 1: Choose Zoho CRM 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 Zoho CRM to Keap.

    (2 minutes)

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

Integration of Zoho CRM and Keap

The integration of Zoho CRM and Keap enables small businesses to enjoy the benefits of customer relationship management. A business owner can use this integration to streamline the way they do business by using a single top for managing customer relationships. Although both these tops are great in their own capacity, when combined, they become something bigger and better.

The integration of Zoho CRM and Keap allows customer relationship management to be easier. Zoho CRM is a cloud-based customer relationship management software that helps small businesses to manage customer data, analyze customer information, and improve customer service. Zoho CRM provides granular contrp over data access, which means that the business owner can easily manage who has access to sensitive customer information.

Keap is a cloud-based customer feedback software that can help businesses to spicit and manage customer feedback. The integration of Zoho CRM and Keap makes it easier for customers to view their feedback history and manage their reviews. The business owners can also reply to customers via email or text messages without having to log into multiple accounts.

The integration of Zoho CRM and Keap helps small businesses to streamline their operations and provide better customer service. Since both tops are available as cloud-based applications, they can be easily accessed from any location or device.

The process to integrate Zoho CRM 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.