Recognize the customer
Use an explicit identifier to connect a support conversation to the correct Keap contact.
Integrations Keap
KeapPlanned
Keap customer context for thoughtful follow-up.
Plan a Keap integration that helps support understand confirmed contacts and relevant relationship details without starting campaigns.
Planned connector. Native setup is not available yet. The workflows below describe the intended scope; release depends on provider access and testing.
CRM
What we’re planning to connect.
- 01Keap
- 02Planned connection
- 03Message support
Read useful segmentation
Selected tags may help an agent understand the relationship, but their meaning needs to be defined by the business.
Respect marketing choices
The proposed read-only scope must not enroll contacts in campaigns or change subscription preferences.
The right context
Be precise about what connects.
Define the data, permissions and destination before putting the workflow in front of customers.
Matched contact
Selected tags
Customer-facing relationship facts
Prepare for the connection
Define your first workflow.
- 01
Choose the first workflow
Document the meaning of each tag before showing it to support agents.
- 02
Agree on data and permissions
Decide which fields may be read, which people may use them and whether any separate write action is needed. Native setup is not available yet.
- 03
Define the acceptance test
Test an opted-out contact and verify the support workflow does not change marketing consent.
Before you connect
Keap integration questions
Can I connect Keap to Message today?
The native connector is planned. The workflows on this page describe the proposed design; there is no native installation to activate yet.
What should we test before using it with customers?
Test an opted-out contact and verify the support workflow does not change marketing consent.