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ProfitWell + Keap Integrations

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

About ProfitWell

ProfitWell subscription software helps you achieve faster recurring revenue growth. Pricing and retention solutions designed for subscription and SaaS products.

About Keap

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

Keap Integrations

Best ProfitWell and Keap Integrations

  • ProfitWell Google Drive

    Keap + Google Drive

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

    Keap + Google Drive

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

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

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

It's easy to connect ProfitWell + Keap 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.

    Actions
  • Add Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

  • 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 ProfitWell & Keap Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate ProfitWell 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 ProfitWell and Keap

Introduction. Hello, it’s me. Last time we discussed about the new platform for managing small business that is Keap. Now we will see how ProfitWell and Keap can work together.

ProfitWell

ProfitWell is a platform that helps business owners to manage their business better by providing actionable insights and tops to improve their business performance.

The company provides a platform where all business metrics and data can be accessed and viewed in a single dashboard.

Keap

Keap is a platform which helps small businesses to manage and automate important tasks such as cplection of funds, payments of vendors, and integration with accounting software.

Integration of ProfitWell and Keap. the value of having both of these platforms integrate with each other, together Why do they need to be together The answer is simple. Keap helps small businesses to manage their day-to-day operations easily, while ProfitWell helps to provide insights on how to improve your business performance. Together, they are the best partners for any small business.

Integration of ProfitWell and Keap

Integration of ProfitWell and Keap can help the business owners to manage their business better. With this integration, the business owners can now have access to all their data in one place, instead of searching through multiple softwares or various different places for their data. This will help them to have an easy time figuring out what are the possible areas for improvement in their businesses.

Benefits of Integration of ProfitWell and Keap

One of the main benefits of integration of ProfitWell and Keap is that small businesses can now have access to all their data in one place. This helps them to easily perform analysis on their own, instead of paying someone else to do it for them. They can also easily detect areas for improvements in their business, by looking at the analytics provided by ProfitWell.

Conclusion. In conclusion, integration of Keap and ProfitWell will help small businesses to manage their day-to-day operations effortlessly, while giving them the advantage of having access to valuable insights that shows them how they can maximize profits based on their industry, location, etc.

The process to integrate ProfitWell 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.