Keap Integration

Combine Powerful CRM Functions with Unique Project Workflow Automation & Reporting

CRM

Instantly transfer customer and deal data from Keap into Scoop to kick off operational workflows without manual entry.

Keep contact details, notes, and updates synchronized across both systems to eliminate rework.

Trigger project creation and next steps in Scoop when deals reach key stages in Keap.

Ensure field and office teams access the same up-to-date customer data across systems.

What is Keap?

Keap is a CRM and marketing automation platform for small businesses to manage leads, sales pipelines, and customer communications.

How It Works

IDENTIFY HIGH VALUE INTEGRATIONS

01 Choose Your Connections

We consult with you and gather requirements→

Your GLOO Solution Engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval, we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

DETAILED INTEGRATION SCENARIOS

02 Specify Your Integrations

We map out primary workflows across each connection →

For each pair of IT solutions we connect, we map out which events should act as triggers, what actions should be taken as a result, and which data fields should be mapped across. All with the goal of automating the entire workflow and dataflow.

HASSLE FREE OPERATION & PEACE OF MIND

03 Go Live, Monitor & Evolve

We coordinate the integration launch and monitor performance →

Your GLOO solution engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

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Connect With Us

Are you looking to implement this integration? Still have questions? Fill out the form below to get in touch with a solar solutions specialist.

“Scoop is something that we knew that we wanted to move to immediately. We knew it was going to be able to help us manage all of our projects across the board.”