Automate Salesforce & Keap

Stop paying for mismatched spreadsheets. Sync data between Salesforce 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 ["Salesforce"]
        T1(["Closed Opportunity Legacy"])
    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 Salesforce and Keap operate independently, sales teams often face the challenge of missed opportunities due to untracked leads. For instance, if a lead is added in Salesforce but not reflected in Keap, the marketing team may send promotional emails to a lead that has already been converted, resulting in wasted resources. Additionally, manual data entry becomes necessary, where sales representatives must copy lead information from Salesforce to Keap, wasting hours that could be spent on closing deals instead of administrative tasks.

Top Ways to Automate Salesforce & Keap

Automated Lead Syncing: Instantly transfer leads from Keap to Salesforce, ensuring your sales team has access to the most up-to-date information without manual entry.
Real-Time Data Updates: Synchronize customer interactions and updates between both platforms, providing a unified view of customer journeys and enhancing communication across teams.
Streamlined Follow-Up Reminders: Set automated reminders for follow-ups based on customer activity in either platform, ensuring no lead is neglected and maximizing conversion rates.

How to Build the Salesforce → Keap Sync

In Salesforce, set up a webhook trigger that listens for the 'Lead Created' event. This will send a payload containing lead details such as 'FirstName', 'LastName', 'Email', and 'Phone'.
Configure the webhook to point to your integration endpoint, e.g., https://your-integration-endpoint.com/salesforce-webhook.
In your integration endpoint, extract the relevant data from the incoming payload. Ensure you map 'FirstName' to 'given_name', 'LastName' to 'family_name', 'Email' to 'email_address', and 'Phone' to 'phone_number' as per Keap's requirements.
Make a POST request to Keap's REST API at https://api.keap.com/crm/rest/v1/leads with the extracted data in the body formatted as JSON.
Test the integration to ensure that leads created in Salesforce are accurately reflected in Keap without any data loss.

Developer Warnings & API Gotchas

Ensure that the lead's email address is unique in Keap; otherwise, the API will reject the insert request, leading to data not being captured.
Be cautious of field types; for instance, if Salesforce sends a phone number with formatting (e.g., parentheses or dashes), Keap may require a plain number format, leading to potential errors during the API call.
When mapping fields, verify that all required fields in Keap are populated; otherwise, the API will respond with a validation error, preventing the lead from being created.

Supported API Operations

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

When this happens in Salesforce... Closed Opportunity (Legacy)

Do this in Keap Add a Product to an Invoice
When this happens in Salesforce... Fetch Custom Actions

Do this in Keap Create Company
When this happens in Salesforce... Get Accounts

Do this in Keap Create Invoice
When this happens in Salesforce... Get Campaigns

Do this in Keap Create Note
When this happens in Salesforce... Get Contacts

Do this in Keap Create Product

SyncMatrix Experts

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