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 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

• 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”.

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

• 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 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 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

• 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