Keap

keap.com
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Keap is a sales and marketing automation platform built to help small businesses run full customer journeys—from capturing leads to nurturing them through targeted email and pipeline stages. It combines CRM-style contact and company management with automation tools for tasks, tags, opportunities, and follow-ups, so teams can stay consistent as customers move through their journey. Keap is widely trusted for helping businesses automate repeatable sales and marketing operations while maintaining organized customer records.

With Keap connected, BOBs can stay continuously in sync with your customer database—creating and updating contacts and companies, tagging people for segmentation, and keeping notes, tasks, and opportunity data current. Instead of waiting for manual updates, BOBs can monitor key business activity and make the next move for you based on what happened in Keap.

BOBs can also run your pipeline operations end-to-end: set or change opportunity stages, create opportunities, and update opportunity details as deal status evolves. When the customer journey reaches moments that matter—like a new payment, order, or invoice—BOBs can trigger the right responses, send emails (including templates), and create or update follow-up tasks to keep work moving without delay. Broader use cases include faster lead-to-close follow-up, automated post-purchase/customer billing workflows, cleaner pipeline reporting, and reduced manual CRM admin.

What can BOBs do with Keap?

Perform actions

  • Add Contact to Automation
  • Apply Tag to Contacts
  • Create Affiliate
  • Create Company
  • Create Contact
  • Create Contact Note
  • Create Opportunity
  • Create Opportunity Stage
  • Create Order Item
  • Create Payment
  • Create Task
  • Delete Task
  • Get Company
  • Get Contact
  • List Affiliates
  • List Companies
  • List Contact Notes
  • List Contacts
  • List Opportunities
  • List Opportunity Stages
  • List Tasks
  • List Users
  • Retrieve Contact Model
  • Retrieve Opportunity
  • Retrieve Opportunity Custom Fields Model
  • Retrieve Task
  • Retrieve User
  • Send Email
  • Send Email Template
  • Set Opportunity Stage
  • Update Contact
  • Update Opportunity
  • Update Task
  • Upload File

Listen to real-time events

  • New Invoice
  • New Order
  • New Payment