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Keap

Keap CRM Integration

Automate marketing and sales workflows by connecting Formstack with Keap, formerly Infusionsoft.

With the Formstack Forms integration, you can use powerful forms to collect data and send it to Keap to update or create new records. Track, manage, and develop customer relationships with one, easy-to-use platform.
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Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

Map Data

Merge form data into mapped fields within Keap CRM.

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Capture Leads

Improve lead capture with smart forms and surveys.

Collect Insights

Use collected insights to enhance customer relationships.

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The Advanced Integrations feature is required to use the Keap integration with Formstack Forms. Get access to a suite of powerful integrations that make it easy to manage your form data between apps. Learn more.

Simplify your document creation

With the Formstack Documents integration, you can merge lead or customer information from Keap directly into custom templates. Creating sales and marketing documents has never been so easy.
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Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

Merge Data

Seamlessly merge data from Keap into documents based on the triggers you choose.

Create Documents

Automatically create proposals, quotes, presentations, and other documents.

Deliver Anywhere

Instantly send custom documents to leads or clients via flexible delivery options.

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Read this help article to learn how to set up the Keap integration with Formstack Documents.

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Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need

How It Works

Find Out More

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