Keap logo + Discord logo

Automate Keap & Discord

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

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Keap"]
        T1(["Get Affiliates"])
    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 ["Discord"] A1(["Add Role"]) 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 Keap and Discord operate in isolation, crucial customer interaction data is lost. For example, when a new lead is added in Keap, the sales team must manually enter this information into Discord to keep everyone informed. This results in delays, potential miscommunication, and a waste of time for the sales team who could be focusing on closing deals instead of data entry. Additionally, updates to lead statuses in Keap are not reflected in Discord, leading to outdated information being shared among team members.

Top Ways to Automate Keap & Discord

  • Automated Lead Notifications: Instantly notify your Discord channels whenever a new lead is captured in Keap, ensuring your sales team is always updated and ready to engage.
  • Task Assignment Alerts: Automatically send task assignments from Keap to designated Discord channels, keeping team members informed and accountable without the need for manual updates.
  • Client Interaction Summaries: Generate and share summaries of client interactions from Keap directly to Discord, facilitating real-time collaboration and strategic discussions among team members.

How to Build the Keap → Discord Sync

  1. In Keap, navigate to the 'Settings' section and select 'Webhooks'. Create a new webhook that listens to the 'Contact Created' event.
  2. Set the webhook URL to your server endpoint that will handle incoming data from Keap.
  3. In your server code, extract the relevant payload data, specifically the contact's name, email, and phone number from the webhook's JSON payload.
  4. Utilize the Discord REST API to send a POST request to the endpoint 'https://discord.com/api/v9/channels/{channel.id}/messages'. Include the extracted data in the message content to notify the team of the new lead.
  5. Repeat the process for the 'Contact Updated' event to ensure any changes in lead status are communicated to the Discord channel.

Developer Warnings & API Gotchas

  • Ensure the payload from Keap includes all necessary fields. If the 'Contact Updated' webhook does not send the updated status, your Discord message may lack critical information.
  • Be cautious with the Discord message format; if you exceed the character limit for a message, it will fail to post, resulting in lost updates.
  • Validate the channel ID used in the Discord API call; using an incorrect ID will lead to messages being sent to the wrong channel or failing altogether.

Supported API Operations

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

  • When this happens in Keap... Get Affiliates
    Do this in Discord Add Role
  • When this happens in Keap... Get Companies
    Do this in Discord Create new Forum Post
  • When this happens in Keap... Get Contact
    Do this in Discord Remove User Role
  • When this happens in Keap... Get Custom Fields
    Do this in Discord Rename Channel
  • When this happens in Keap... Get Tags
    Do this in Discord Send Channel Message

SyncMatrix Experts

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