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Customerly + Keap Integrations

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

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About Keap

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

Keap Integrations

Best Customerly and Keap Integrations

  • Customerly Google Drive

    Keap + Google Drive

    Create new rows to Google Sheets by tagging Keap contacts Read More...
    When this happens...
    Customerly Updated Contact
     
    Then do this...
    Google Drive Create Folder
    To help prevent data loss, it's always a good idea to have a backup of your data. This connection will add tagged Keap contacts to Google Sheets automatically. When you tag a contact, their contact information is automatically uploaded to Google Sheets in new rows. You won't have to export tagged lists manually any longer.
    How This Keap-Google Sheets Integration Work
    • A new tag added to contact
    • Appy Pie Connect adds new row to a Google Sheets
    What You Require
    • Keap account
    • Google Sheets account
  • Customerly Google Drive

    Keap + Google Drive

    Create folders in Google Drive for tagged Keap contacts Read More...
    When this happens...
    Customerly Updated Contact
     
    Then do this...
    Google Drive Create Folder
    You don't need to worry about the intricacies once you've identified the contacts you need to harvest materials from; instead, set up this Connect Flow to do it for you. When you add a certain tag to a contact on Keap, it will automatically create a new folder on Google Drive. Everything will stay organized now that it's automatically linked to your contact's email address, no matter how many you add.
    How Does It Work?
    • A new contact is added on Keap
    • Appy Pie Connect generates a new Google Drive folder for you
    Apps Involved
    • Keap
    • Google Drive
  • Customerly Google Drive

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Customerly {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Customerly + Keap in easier way

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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.

  • Updated Contact

    Triggers when an existing contact is updated.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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 Customerly & Keap Integrations Work

  1. Step 1: Choose Customerly as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Customerly with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Keap as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Keap with Appy Pie Connect.

    (2 minutes)

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

Integration of Customerly and Keap

Customerly

Customerly is a marketing automation platform that helps companies track and optimize their customer relationships. It allows companies to send emails, texts, and other marketing messages to their customers in order for them to be able to improve their ROI and even convert more customers.

Keap

Keap is a customer retention software that helps companies retain and engage their customers while they're still in the funnel. Keap allows companies to easily set up automated campaigns and reduce churn by 30%.

Integration of Customerly and Keap

Integrating Customerly and Keap will allow companies to have a better understanding of their customers. This will allow them to have a bigger picture of their customers which will allow them to have a better understanding of how to engage with each customer. Having a bigger picture of your customers will also help you understand where your customers are coming from and how to better reach them. Having a better understanding of your customers will also help you monitor your customers conversations with your brand and have a better understanding of what they will need from your company. You can also use this information to identify when a customer is leaving your business which will allow you to address the issue before it's too late. The combination of these two tops will help companies have a better insight of their entire customer base, from the moment they become a prospect, all the way to when they've left the funnel.

Benefits of Integration of Customerly and Keap

The integration of these two tops will allow a company to have a better understanding of their customers. This will allow companies to better engage their customers and close sales faster. It will also help companies retain their existing customers. The integration between Customerly and Keap will allow companies to identify when customers are leaving or about to leave the funnel. This will give the company more time to fix problems with that specific customer before it's too late. It will also allow companies to cplect data on how customers respond to different methods of communication which will allow them to know what method of communication is best for each customer.

The process to integrate Customerly 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.