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Salesforce + Keap Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Keap

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

Keap Integrations

Best ways to Integrate Salesforce + Keap

  • Salesforce Keap

    Salesforce + Keap

    Create Company to Keap from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Keap Create Company
  • Salesforce Keap

    Salesforce + Keap

    Create or Update Contact to Keap from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Keap Create or Update Contact
  • Salesforce Keap

    Salesforce + Keap

    Create Task to Keap from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Keap Create Task
  • Salesforce Keap

    Salesforce + Keap

    Create Note to Keap from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Keap Create Note
  • Salesforce Keap

    Salesforce + Keap

    Create Invoice to Keap from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Keap Create Invoice
  • Salesforce {{item.actionAppName}}

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Salesforce + Keap in easier way

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • 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
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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 Salesforce & Keap Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to Keap.

    (2 minutes)

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