SyncMatrix.
Dropbox logo + Keap logo

Automate Dropbox & Keap

Stop paying for mismatched spreadsheets. Sync data between Dropbox and Keap in real-time, so you can manage your operations without the busywork.

Get This Workflow Built
Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Dropbox"]
        T1(["Empty DD"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Keap"]
        A1(["Add a Product to an Invoice"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Dropbox and Keap operate independently, marketing teams often face delays in accessing customer data. For instance, if a new lead's contact information is stored in a Dropbox file, the sales team must manually enter this data into Keap, risking transcription errors and inconsistencies. This manual process not only consumes valuable time but also leads to outdated or incorrect information in the CRM, ultimately hindering timely follow-ups and conversions.

Top Ways to Automate Dropbox & Keap

  • Automated Document Sync: Seamlessly synchronize client documents from Dropbox to Keap, ensuring that your team always has access to the latest files without manual uploads.
  • Instant Client Updates: Automatically update client records in Keap when new files are added to Dropbox, ensuring that your CRM is always up-to-date with the latest information.
  • Streamlined Task Management: Create tasks in Keap based on file activity in Dropbox, allowing your team to follow up on important documents and maintain a proactive approach to client management.

How to Build the Dropbox → Keap Sync

  1. Set up a webhook in Dropbox to listen for file uploads. Use the endpoint https://api.dropboxapi.com/2/files/list_folder to monitor a specific folder for new files.
  2. Configure the webhook to trigger on the file_uploaded event. Ensure the payload includes the file metadata, particularly the path_display and id.
  3. Extract the necessary data from the uploaded file. If it’s a CSV, parse the content to retrieve fields such as first_name, last_name, email, and phone_number.
  4. Prepare a POST request to Keap's REST API using the endpoint https://api.keap.com/crm/contacts. Include the extracted data in the request body formatted as JSON:
  5. {"given_name": "first_name_value", "family_name": "last_name_value", "email": [{"email": "email_value"}], "phone": [{"phone": "phone_number_value"}]}
  6. Send the POST request to Keap to create a new contact. Ensure to handle responses and errors appropriately.

Developer Warnings & API Gotchas

  • Be aware that if the uploaded file format changes (e.g., from CSV to XLSX), your parsing logic may fail, leading to missing data in Keap.
  • Ensure the Dropbox webhook is configured to handle only the specific folder where leads are uploaded; otherwise, irrelevant files may trigger unnecessary API calls to Keap.
  • When mapping fields from Dropbox to Keap, verify that the data types match (e.g., ensure phone numbers are formatted correctly) to avoid API validation errors during the contact creation process.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Dropbox... Empty DD
    Do this in Keap Add a Product to an Invoice
  • When this happens in Dropbox... Fetch Custom Actions
    Do this in Keap Create Company
  • When this happens in Dropbox... New File in Folder
    Do this in Keap Create Invoice
  • When this happens in Dropbox... New Folder
    Do this in Keap Create Note
  • When this happens in Dropbox... New or Updated File
    Do this in Keap Create Product

SyncMatrix Experts

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I can see you're looking at mapping Dropbox to Keap. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?