---
title: "Keap Integration Set Up"
slug: "keap-integration-set-up"
description: "Integrate Keap with MaidCentral for seamless email marketing, CRM, and e-commerce solutions tailored for small businesses. Sync leads and customize workflows!"
updated: 2025-06-19T03:35:36Z
published: 2025-06-19T03:35:36Z
canonical: "support.maidcentral.com/keap-integration-set-up"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.maidcentral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Keap Integration Set Up

#### **Keap is a third-party solution that offers an email marketing and sales platform for small businesses, including products to manage customers, customer relationship management, marketing, and e-commerce. MaidCentral has an integration with Keap to help you customize your marketing and sales workflows.**

**Please Note** : MaidCentral cannot provide support for in-depth Keap Solutions. For more information on Keap's capabilities, systems, and settings please reach out to [Keap Support](https://help.keap.com/help) directly.

### **How To Set Up and Connect Keap**

- You will need to reach out to MaidCentral Support to have your Keap Integration enabled and the Client ID and Client Secret populated
- Once the keys are entered and you receive confirmation, you will reload the Company > General > Integrations page, and you will see two options to connect to Keap:
  - Connect to Keap using OAuth
  - [Connect to Keap using Access Token](https://developer.infusionsoft.com/pat-and-sak/)
- Once successfully connected, you can return to the Company > General > Integrations page, and you will see your Keap Account details in the bottom right.
- **Please note**: The initial Sync will not start until you go to Company > General > Features and toggle the Keap Integration feature “ON”.

![](https://cdn.us.document360.io/0c1ef627-c6ff-4a23-afbe-729f8c45b2d2/Images/Documentation/image(61).png?sv=2026-02-06&spr=https&st=2026-10-31T11%3A49%3A56Z&se=2026-10-31T12%3A49%3A56Z&sr=c&sp=r&sig=N0TNsmVmyOxUxrOr8LIHUuVMbQ5X9%2BZ%2F7mTCtyousJ8%3D)

**Configure Keap Triggers, Tags, and Custom Fields - Configure these inside Keap before syncing your existing contacts**

- To configure your Triggers/Tags, go to Company > Campaigns, and you will see **Keap: Manage Triggers/Tags**

![](https://cdn.us.document360.io/0c1ef627-c6ff-4a23-afbe-729f8c45b2d2/Images/Documentation/keap-integration-set-up-image-ui7e4gxm.png?sv=2026-02-06&spr=https&st=2026-10-31T11%3A49%3A56Z&se=2026-10-31T12%3A49%3A56Z&sr=c&sp=r&sig=N0TNsmVmyOxUxrOr8LIHUuVMbQ5X9%2BZ%2F7mTCtyousJ8%3D)

- On the next page, you will see three options on the left-hand side panel
- Triggers and Tags
  - Specify which tags are applied for each trigger
  - You can [Create Tags](https://help.keap.com/help/manage-tags) that will be applied within Keap
    - Click your Profile Picture in the bottom left
    - Choose Settings > Tags
    - Choose the Plus sign in the top left to add a tag/tag category
- Custom Fields
  - Specify data that will be pushed for each custom field
  - You can create new [Custom Fields](https://help.keap.com/help/custom-fields-management) within Keap
    - Click on your Profile Picture in the bottom left
    - Choose Settings > Custom Fields
    - Choose Create New in the top right
- Sync Leads / Customers
  - Sync existing MaidCentral Leads and Customers from MaidCentral to Keap
- All new data and updates are pushed live.

**Custom fields and where they pull from**

When setting up custom fields under the Company Tab > Campaigns > Keap triggers/tags there are multiple selections, below is where each of these pulls from

![](https://cdn.us.document360.io/0c1ef627-c6ff-4a23-afbe-729f8c45b2d2/Images/Documentation/keap-integration-set-up-image-dn4mfl7x.png?sv=2026-02-06&spr=https&st=2026-10-31T11%3A49%3A56Z&se=2026-10-31T12%3A49%3A56Z&sr=c&sp=r&sig=N0TNsmVmyOxUxrOr8LIHUuVMbQ5X9%2BZ%2F7mTCtyousJ8%3D)

- **Please Note *** Once a Lead/Quote becomes a Customer the Lead/Quote info is overwritten and the Customer info is then pushed to Keap.**
- **The Keap data is updated any time a trigger occurs.**

**Custom Field Lead/Quote Customer**

| MaidCentral ID | Customer Quote ID (Unique ID) | CustomerInformationID (Unique ID) |
| --- | --- | --- |
| Contact Type | "Lead" | "client" or "Former Client" |
| Recurrence | "Lead" | "Recurring" or "One Time" |
| Service Company Name | Company>Settings>General>Logos marketing and UI> Company Full Name | Company>Settings>General>Logos marketing and UI> Company Full Name |
| Scope Group | Quote/Lead > Scope Group | Service Set > Scope Group |
| Customer Source | Quote/Lead > Customer Source | Customer > Customer Source |
| Billing Terms | Quote/Lead > Billing Terms | Customer > Billing Terms |
| Home Square Feet | Quote/Lead > Home Sq Ft | Home > Sq Ft |
| Home Stories | Quote/Lead > Home Stories | Home > Stories |
| People | Quote/Lead > People | Home > People |

| Pets | Quote/Lead > Pets | Home > Pets |
| --- | --- | --- |
| Full Bath | Quote/Lead > Full Baths | Home > Full Baths |
| Half Bath | Quote/Lead > Half Baths | Home > Half Baths |
| Bedrooms | Quote/Lead >Bedrooms | Home > Bedrooms |
| Service Frequency | "Lead" | Service Set > Frequency > "Every Week", "Every Two Weeks", "Every Three Weeks", "Every Four Weeks", "Other Recurring", "On Demand", "Single" |