How to Integrate Keap CRM - Help Center - SyncSpider

TABLE OF CONTENTS



Description


Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business.


Entities

Source

Target

Send Contacts

Add Notes

Send Companies

Add Products

Send Opportunities

Add Orders

Send Notes

Add Companies

Send Users

Add Contacts

Send Products

Add Tasks

Send Orders

Update Notes

Send Campaigns


Send Tasks



Possible Task Triggers are: on schedule (hourly, daily, weekly, monthly) or upon an event.


Steps

Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.


Select Keap CRM Integration


Step 2.


Enter the Name of the Integration.


You can optionally also enter a description.


Name your Integration


Step 3.


You will be prompted for the Login.



Logging in to the Keap CRM


Step 4.


Log in to Keap CRM (Infusionsoft) and click Finish.


Logging in to the Keap CRM



KeapCRM is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list


We develop integrations based on the requests and up-votes


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!

Updated on: 22/09/2026

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