Keap Integration

If your team manages contacts and follow-ups in Keap, this keeps your records updated automatically.

When SalesPartner talks to a lead, it logs a note directly on the matching Keap contact record. Your team sees the full conversation history without leaving Keap.

What you get:

• No manual entry — Notes appear in Keap after every interaction
• Full history — Messages, appointments, and status changes all logged
• Team visibility — Everyone sees the latest activity on each contact
• Works with your campaigns — Activity shows up alongside your existing automations

This requires a Keap Pro or Max plan.

Keap uses Personal Access Tokens (or Service Account Keys for admins). The old Infusionsoft API key no longer works — you'll need to generate a new one.

Personal Access Token (any user):

1. Log in to Keap
2. Click your profile icon in the top-right corner
3. Go to Settings → API Settings
4. Click Generate Personal Access Token
5. Copy the token — Keap only shows it once

Service Account Key (admins only):

1. Log in to Keap as an admin
2. Click your profile icon
3. Go to Settings → API Settings
4. Under Service Account Keys, click Generate
5. Copy the key immediately

Which one to use? A Personal Access Token works for most users. If you need the integration to run with full admin-level access, use a Service Account Key.

Coming from Infusionsoft? The old legacy API key stopped working in February 2025. You must generate a new Personal Access Token or Service Account Key.

Once you have your token:

1. Open the SalesPartner app
2. Go to Settings → Integrations
3. Find the Keap section
4. Toggle the switch to Enable
5. Paste your token in the field
6. Click Test Connection

If the test succeeds, you'll see your Keap account name. You're connected.

From this point, SalesPartner will log notes on your Keap contacts automatically.

SalesPartner adds a note to the contact's Keap record when:

• A lead sends a message
• SalesPartner replies to a lead
• An appointment is booked or a reminder is sent
• A contact's status changes

Each note includes a title, timestamp, and the relevant details.

Note: The contact must already exist in Keap, matched by email address. If SalesPartner can't find a matching contact, the note won't log. Make sure leads are in Keap before conversations start.

Notes not appearing in Keap?

1. Integration enabled? — Go to Settings → Integrations and confirm the toggle is on.

1. Using the old Infusionsoft key? — Legacy keys stopped working in February 2025. Generate a new Personal Access Token or Service Account Key.

1. Token copied correctly? — Keap only shows the full token once. If you didn't save it, generate a new one.

1. Contact exists? — SalesPartner matches contacts by email. If the lead's email isn't in Keap, nothing logs.

1. On a Pro or Max plan? — API access requires Keap Pro or Max. The base plan doesn't include API access.

Still stuck? Contact support with your Keap account name and the time you expected a note. We can check the logs.