Keap
CRM and sales automation for small businesses (formerly Infusionsoft) with contacts, orders and pipelines.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0, API key
- Docs
- Keap API docs
02Data
What you can sync.
- Contacts
- Opportunities
- Orders
- Tags
- Campaigns
- Tasks
Join Keap contacts with billing, support and product usage to see each account in full.
Need more? Name any other Keap data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
- An API key
Keap uses OAuth 2.0 (client ID, client secret, refresh token) or an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Keap if you need help.
04How it works
How it works in DataMind.
-
Pick Keap.
Open Lake, pick Keap in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Keap API docs.
-
Answer a few questions.
The AI reads the Keap documentation, then asks which credentials you will use, which data to sync (for example contacts and opportunities), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Keap data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
