Integrating Agendor with Keap by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Agendor and Keap

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About Agendor

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

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.

Integrations for Keap
Connect Agendor + Keap in easier way

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

  • Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

  • 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 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 Agendor & Keap Integrations Work

  1. Step 1: Choose Agendor as a trigger app and authenticate it on Appy Pie Automate.

    (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 Agendor to Keap.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 12:58 pm
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