Connect Keap to monday.com
We build integrations that move work between Keap and monday.com: Keap events create or update items on your boards, and changes on a board run actions in Keap.
What Keap can start
Events in Keap that can create or update items on your boards.
| Trigger |
|---|
| New event |
What monday.com can do in Keap
Actions a change on a board can run in Keap.
| Action |
|---|
| Company |
| Create company |
| Get many companies |
| Contact |
| Create or update contact |
| Delete contact |
| Get contact |
| Get many contacts |
| Contact note |
| Create contact note |
| Delete contact note |
| Get contact note |
| Get many contact notes |
| Update contact note |
| Contact tag |
| Create contact tag |
| Delete contact tag |
| Get many contact tags |
| Ecommerce order |
| Create ecommerce order |
| Get ecommerce order |
| Delete ecommerce order |
| Get many ecommerce orders |
| Ecommerce product |
| Create ecommerce product |
| Delete ecommerce product |
| Get ecommerce product |
| Get many ecommerce products |
| Email: Create record |
| Get many emails |
| Send email |
| File |
| Delete file |
| Get many files |
| Upload file |
Recipes
When an event occurs in Keap, create an item to track the activity
When an item is created, create or update a contact in Keap
When a column changes, add a note to the corresponding Keap contact
Keep Keap as it is. We connect it to monday.com.
We build the integration around what you already have. Keap keeps doing the job it does for you today, and monday.com gets the data it needs to plan and track the work around it.
Before we build, we agree which system owns each record. The integration then carries data between Keap and monday.com, so nobody copies it by hand.
Nothing your team relies on has to be replaced.
We highly recommend Worktables. They took the time to listen to all of our challenges and created an integrated system to manage all aspects of our operations.
What stays the same
Keap stays as it is
The integration connects to Keap the way you use it today. It moves the data, and nothing you rely on has to change.
Each record lives once
We agree which system owns each record before we build, so there is one right copy, not two.
Data arrives on its own
When data needs to reach the other side, the integration carries it. No exports, no re-keying.
How we connect Keap to monday.com
-
Scope
We agree which system owns each record, which events should move it, and which board it lands on.
-
Build the workflow
We build the workflow that carries data between Keap and monday.com and logs every run.
-
Connect the board
We map each field to your columns, groups and statuses, and test on a copy of the board before it goes live.
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Support
We watch it after launch, fix what breaks, and change it when your process changes.
Questions about connecting Keap
Do we have to replace anything?
No. Keap stays as it is, and so does monday.com. The integration carries data between them; it does not replace either one.
What if monday.com already offers an integration with Keap?
Then we start from what it covers. Where it does the job, we build on it; where your process needs more, we build around it.
Can we test it before it goes live?
Yes. We test on a copy of your board before the integration touches the live one.
Who looks after it once it is running?
We do. We watch it after launch, fix what breaks, and change it when your process changes. Every run is logged, so there is a record of what moved and when.
Related in CRM & Sales
See more in CRM & SalesTell us what Keap and monday.com should do together
Book a free call and walk us through your process. We'll tell you what the integration should do and how we'd build it.