SyncMatrix.
Stripe logo + Keap logo

Automate Stripe & Keap

Stop paying for mismatched spreadsheets. Sync data between Stripe 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 ["Stripe"]
        T1(["Canceled Subscription"])
    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 Stripe and Keap operate independently, the sales team often encounters discrepancies in transaction data. For instance, if a payment is processed in Stripe but not reflected in Keap, the sales team may follow up on leads that have already converted, wasting valuable time. Additionally, manual entry of payment details into Keap can lead to errors, such as incorrect amounts or missed transactions, complicating the customer relationship management process and affecting reporting accuracy.

Top Ways to Automate Stripe & Keap

  • Automated Payment Tracking: Instantly sync payment data from Stripe to Keap, ensuring that your customer records are always up-to-date. This eliminates manual entry errors and provides a clear view of customer transactions.
  • Streamlined Customer Onboarding: Automatically create and update customer profiles in Keap when a new payment is processed in Stripe, enhancing the onboarding experience and ensuring timely follow-ups.
  • Real-Time Reporting: Generate comprehensive reports that combine financial data from Stripe with customer engagement metrics from Keap, enabling informed decision-making and strategic planning.

How to Build the Stripe → Keap Sync

  1. Set up a webhook in Stripe to listen for the 'payment_intent.succeeded' event. This will trigger when a payment is successfully processed.
  2. In the webhook handler, extract the relevant data from the payload, including 'amount', 'currency', 'customer', and 'payment_method'.
  3. Use the Keap REST API to insert a new record into the appropriate table (e.g., 'Payments') by sending a POST request to the endpoint '/payments'. Include the extracted data in the request body, ensuring to map 'amount' to 'payment_amount' and 'customer' to 'contact_id' in Keap.
  4. Implement error handling to manage cases where the Keap API returns an error, such as invalid 'contact_id' or missing fields.

Developer Warnings & API Gotchas

  • Ensure that the 'customer' field from Stripe matches the 'contact_id' format in Keap; otherwise, the API call will fail, leading to unrecorded payments.
  • Be cautious with currency conversions; if your Stripe account processes multiple currencies, ensure that the 'currency' field is correctly handled in Keap to avoid discrepancies in financial reporting.
  • When extracting the 'payment_method', confirm that it is mapped correctly in Keap, as different payment types may require different handling or categorization in the CRM.

Supported API Operations

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

  • When this happens in Stripe... Canceled Subscription
    Do this in Keap Add a Product to an Invoice
  • When this happens in Stripe... Checkout Session Completed
    Do this in Keap Create Company
  • When this happens in Stripe... Create a billing meter event
    Do this in Keap Create Invoice
  • When this happens in Stripe... Create a billing meter event adjustment
    Do this in Keap Create Note
  • When this happens in Stripe... Create a webhook endpoint
    Do this in Keap Create Product

SyncMatrix Experts

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