SalesPartner
+ Keap
Your Keap contacts sync into SalesPartner. Every conversation syncs back to Keap. Contacts flow in. Activities flow back. Zero data entry.
Keap
Small business CRM and automation platform
All-in-one CRM, sales, and marketing automation for small businesses. Formerly Infusionsoft, trusted by entrepreneurs and small teams worldwide.
Your Contacts. Always In Sync.
Connect Keap once. Your contacts flow into SalesPartner — names, emails, phones, deal stages, custom fields. SalesPartner handles the conversations and logs every activity back to the right contact in Keap. Your team sees the full picture on both sides.
Contacts Flow In
Your Keap contacts sync into SalesPartner with smart field mapping.
Activities Flow Back
Every conversation and appointment appears on the Keap timeline within seconds.
Team Visibility
Sales reps see all interactions in Keap before their calls.
Secure Connection
OAuth keeps your credentials safe — no passwords shared.
What Gets Synced
Contacts come in. Activities go back. Everything stays current without you touching a thing.
Contact Import
Contact Imported
Names, emails, phones, job titles, and org pulled in
Fields Mapped
Smart field mapping matches Keap properties to SalesPartner fields
Contact Updated
Changes in Keap sync on schedule — contacts stay current
Custom Fields
Deal stages, custom properties, and tags carry over
Conversations
Started
New conversation opened with a lead
Status Change
Conversation moved to a new stage
Messages
Received
Inbound message from lead captured
Sent
Outbound reply logged with full content
Scheduled
Future message queued and tracked
Failed
Delivery failure logged with error details
Cancelled
Scheduled message cancelled before send
Events
Scheduled
New appointment booked on the calendar
Rescheduled
Time or date changed on existing booking
Cancelled
Appointment cancelled with reason logged
Reminder
Reminder sent to lead before appointment
Calls
Incoming
Inbound call from lead recorded
Outgoing
Outbound call to lead recorded
Connected
Call answered and conversation started
Ended
Call completed with duration logged
Missed
Unanswered call flagged for follow-up
Voicemail
Voicemail left and transcription logged
Contacts
Enhanced
Enriched contact data synced back to CRM
How It Works
Connect Your Keap
Secure OAuth connection
Click connect, authorize access, done. No API keys to copy. No credentials to manage. OAuth handles everything securely.
Map Your Fields
Smart mapping does the heavy lifting
SalesPartner reads your Keap fields and maps them to contact fields. Names, emails, phones, deal stages, custom fields — all matched up. Review and adjust if needed.
Contacts Sync In
Your Keap contacts flow into SalesPartner
Existing contacts are imported with deduplication. New contacts sync on schedule. No duplicates, no stale data.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds, qualifies them, and books appointments — while logging everything back to Keap.
Keap Stays Current
Every activity on the contact timeline
Conversations appear as Notes. Appointments logged. Status changes update Contact fields. Your team sees the full picture before every call.
Why Connect SalesPartner to Keap
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Campaign Ready
SalesPartner activities trigger Keap campaigns. Send follow-up emails, add to sequences, nurture automatically.
No Double Entry
Stop copying conversation notes into Keap. Stop updating statuses manually. It just happens.
Pipeline Intelligence
Track conversations through your entire sales pipeline. See which touchpoints drive conversions.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Coaching & Consulting
Scenario:
Prospect inquires about coaching programs
Result:
SalesPartner qualifies them, captures goals. Coach sees full context before discovery call.
Professional Services
Scenario:
Client asks about service packages
Result:
Questions answered, scope discussed. Account manager has context for proposal.
Health & Wellness
Scenario:
Lead asks about membership options
Result:
Qualification complete, appointment booked. Sales sees interests before consultation.
Technical Specifications
API Version
Keap REST API v2
Authentication
OAuth 2.0 (Bearer)
Sync Direction
Contacts in, Activities out
Inbound Sync
Scheduled (incremental)
Outbound Sync
Real-time (< 5 seconds)
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/crm/rest/v2/contacts/crm/rest/v2/contacts/{contact_id}/notesCommon Questions
Put your pipeline on Autopilot
Talk with our team. See how SalesPartner handles your leads.
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