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Keap + Plaid Integrations

Syncing Keap with Plaid is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Keap

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

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best Keap and Plaid Integrations

  • Keap Google Drive

    Keap + Google Drive

    Create new rows to Google Sheets by tagging Keap contacts Read More...
    When this happens...
    Keap 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
  • Keap Google Drive

    Keap + Google Drive

    Create folders in Google Drive for tagged Keap contacts Read More...
    When this happens...
    Keap 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
  • Keap Google Drive

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

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

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

    Triggers
  • 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.

  • New Item

    Triggers when a new item is created.

    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.

  • Create payment recipient

    Create a new payment recipient

How Keap & Plaid Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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