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 Keap Cookbook

You're reading from   Keap Cookbook Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

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Product type Paperback
Published in Jun 2024
Publisher Packt
ISBN-13 9781805129493
Length 298 pages
Edition 1st Edition
Concepts
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Author (1):
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Michelle Bell Michelle Bell
Author Profile Icon Michelle Bell
Michelle Bell
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Toc

Table of Contents (20) Chapters Close

Preface 1. Part 1: Getting Started with Keap FREE CHAPTER
2. Chapter 1: System Overview 3. Chapter 2: Designing Your Space 4. Chapter 3: Managing Contacts 5. Part 2: Streamlining Communication
6. Chapter 4: Communicating with Your Lists 7. Chapter 5: Managing Sales Pipeline 8. Part 3: Sales Pipeline Management
9. Chapter 6: Marketing Forms and Landing Pages 10. Part 4: Automation and Reporting
11. Chapter 7: Easy Automations 12. Chapter 8: Advanced Automations 13. Chapter 9: Reports 14. Part 5: Integration and Optimization
15. Chapter 10: Tying It All Together 16. Chapter 11: Five Essential Automation Funnels 17. Chapter 12: Data Management and Maintenance 18. Index 19. Other Books You May Enjoy

Zapier integration

While Keap offers many onboard integrations, there are still some tools you may have to use that use third-party software to connect to Keap.

Zapier is an online automation tool that allows users to connect and integrate various web applications and services, enabling them to automate repetitive tasks and workflows without any coding or technical expertise. Users create Zaps, which are automated workflows that connect two or more apps, triggering actions in one app based on events or actions in another.

How to do it…

For example, you can create a Zap that automatically posts a notification in Slack when someone purchases a product in Keap:

  1. Log in to Zapier.
  2. Navigate to My Apps from the navigation bar.
  3. Click on Add Connection in the top-right corner of your screen.
  4. In the search box, type Keap.
  5. In the pop-up window, use your login credentials to connect to your Keap account.

How it works…

With Keap-Zapier integration...

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