Integrate Keap with Retently

Automate sending NPS/CSAT surveys after significant sales interactions or customer lifecycle events, sync customer contact information and sales data with Retently, and use survey feedback to enhance sales and marketing strategies.

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About Keap

Keap is a CRM and sales automation software designed to help manage contacts, track sales, and automate marketing tasks.

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Keap to Retently

1

New Action Sequence

Triggers when a new Action Sequence is added.
2

New Appointment Event

Triggers when a new appointment is added, deleted, or edited for Ultimate users.
3

New Contact

Triggers when a new contact is created.
4

New Note Event

Triggers when a new note is added, deleted, or edited.
5

New Product Event

Triggers when a product is added, edited, or deleted.
6

New Subscription Plan

Triggers when a new Subscription Plan is added.
7

New Task (All Tasks)

Triggers when a task is added, deleted, edited, or marked complete/incomplete.
8

New Invoice

Triggers when a new invoice is created.
9

New Payment (All Payment Type)

Triggers when any payment is made, regardless of type.
10

New Assigned Task

Triggers when a new task is created, assigned to the authenticated user.
11

Opportunity Stage Moved

Triggers when an opportunity stage is moved.
12

New Affiliate

Triggers when a new affiliate is added for Ultimate users.
13

New Company Event

Triggers when a company is added, deleted, or edited.
14

New Invoice Event

Triggers when an invoice is added, deleted, or edited.
15

New Opportunity Event

Triggers when an opportunity is added, deleted, edited, or when the opportunity stage moves.
16

New Subscription Event

Triggers when a subscription is added, edited, or deleted.
17

New Tag Event

Triggers when a tag is added, edited, deleted, or applied to a contact.
18

New Credit Card Charge - Merchant Only

Triggers when a new credit card charge is made (Merchant Only).
19

New Manual Payment – (Cash, Check)

Triggers when a new manual payment is added (Cash or Check).
20

New Contact Tag

Triggers when a tag is applied to a contact.
21

Updated Contact

Triggers when an existing contact is updated.
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Retently to Keap

1

Create Company

Creates a Company.
2

Create Note

Creates a new note on a contact record.
3

Add a Product to an Invoice

Adds a product to an existing Invoice.
4

Send Email

Sends an email to a list of contacts.
5

Update Company

Updates a Company.
6

Find Contact

Finds a Contact.
7

Find Invoice

Finds an invoice by ID.
8

Find or Create Company

Searches for a company by name.
9

Create Product

Creates a Product.
10

Create Invoice

Creates an invoice with line items.
11

Create Task

Creates a new task on a contact.
12

Remove Tag From Contact

Removes a tag on a contact.
13

Tag Contact

Applies tags to a contact.
14

Create or Update Contact

Creates a new contact or updates an existing contact.
15

Find Company

Searches for a company by name.
16

Find or Create Contact

Searches for a contact by email.

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