Keap Make integrationAutomate Keap with Make.
Can Make handle your Keap follow-ups without code? Yes: the Keap Make integration offers 59 modules, 11 of them triggers. This guide is for sales and marketing teams who work in Keap, from the connection to a first working scenario.
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What can the Keap Make integration do for your pipeline?
The Keap Make integration links your Keap account to Make, a no-code tool where you build scenarios: automations made of a chain of modules, each module being one brick (a trigger, an action or a search). Make notices new contacts, tags, orders or tasks in Keap, then updates contacts, notes, tags and files for you.
Tag-driven follow-up. Watch a Tag spots a chosen tag on any contact, then Create a Task gives a rep the next call to make. Each contact travels as a bundle, one item passed from module to module, and each module run on a bundle is one operation, the unit Make counts on your plan.
Order records your support team can read. Watch New Orders picks up each order, Retrieve an Order fetches its details and Create a Note writes them on the buyer's record.
One entry point for leads. Data from a form in another app goes into Create or Update a Contact, so new and returning people share one module.
Ten triggers are scheduled (Make checks Keap on the scenario's schedule) and one, Watch Event, is instant (Keap calls Make through a webhook). The documentation publishes no limits for this app; what the listed modules miss goes through Make an API Call. Keap also has an n8n node: see the Keap n8n integration and the n8n vs Make comparison. New to the editor? The Make training starts from zero.
How do you connect your Keap account to Make?
- 01
Add a Keap module
In your scenario, click the +, type Keap and pick any module. The panel shows Create a connection: the connection is your Keap account linked to Make once, then reused by every Keap module.
- 02
Name the connection
Make suggests a default name, and this step is optional. Rename it if you run several Keap accounts, say one per brand, so you pick the right one later in the list.
- 03
Authorize and save
Make opens Keap's authorization page, or asks for a key, depending on the method the app uses. Sign in with the Keap user whose data the scenario should reach, approve the access, then click Save.
Your first scenario: a follow-up task for every new Keap contact
GoalWhen a new contact appears in Keap, Make creates a follow-up task in Keap.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the + in the middle of the editor. This first slot holds the trigger, the module that starts the whole chain.
- 02
Add Watch New Contacts
Search for Keap, pick Watch New Contacts and click Create a connection to link your account. Once connected, Make can read your Keap data and fill its lists for you.
- 03
Add Create a Task
Click the + on the right of the trigger, pick Keap again, then Create a Task. Fill the fields Make shows and map the contact data from the first module into the task.
- 04
Test with Run once
Add a test contact in Keap, then click Run once. A bubble appears on each module with the bundles it received: open it and check that the task belongs to the right contact.
- 05
Schedule and switch on
Open the clock on the first module. A new scenario runs every 15 minutes by default, the floor on the Free plan; paid plans go down to 1 minute. Then switch the scenario on.
Which Keap events can start a scenario?
11 modules start a scenario when something happens in Keap. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Keap as soon as it happens.
Watch a Tag
Scheduled triggerIn Make“Checks if specific tag was added to any contact.”
You pick one tag, and every contact that receives it is handed to your scenario. A tag becomes a switch: someone tags a person in Keap, and the rest of the process follows without another click.
Watch Event
Instant triggerIn Make“Triggers when a specified event occurs.”
This is the fast lane of the Keap set: Keap reports the event you specify to Make, and the scenario starts with that event's data straight away. It is the only instant trigger among the 11.
Watch New Applied Tags
Scheduled triggerIn Make“Checks if a new tag was applied to a specific contact.”
Focused on a single contact, this trigger reports each new tag that lands on that person. You follow one account closely instead of one tag across the whole base.
Watch New Appointments
Scheduled triggerIn Make“Checks if new appointment was created.”
Freshly booked appointments in Keap flow into your scenario, one bundle per appointment, ready to be copied into another calendar or announced to the team.
Watch New Contacts
Scheduled triggerIn Make“Checks if new contact was created.”
Each person added to your Keap contact list starts the scenario, which makes this the natural entry point for welcome and routing work.
Watch New Files
Scheduled triggerIn Make“Checks if new file was created.”
Documents newly stored in Keap become the starting point of your scenario, so a contract or a brief never stays hidden in the CRM.
Watch New Notes
Scheduled triggerIn Make“Checks if new note was created.”
Every note written in Keap can travel beyond the CRM: the scenario receives it as soon as Make finds it, text included.
Watch New Opportunities
Scheduled triggerIn Make“Checks if new opportunity was created.”
New deals opened in Keap reach your scenario one by one, so the pipeline can warn people or update a forecast sheet without manual copying.
Watch New Orders
Scheduled triggerIn Make“Checks if new order was created.”
Sales recorded in Keap become events your scenario can act on: each new order arrives as a bundle ready for fulfilment or accounting steps.
Watch New Tasks
Scheduled triggerIn Make“Checks if new task was created.”
Tasks created in Keap, by a person or by a campaign, can leave the CRM and land in the tool where your team actually plans its day.
Watch Sent Emails
Scheduled triggerIn Make“Checks if new email was sent.”
Emails that went out from Keap feed your scenario, which gives you a trail of outreach you can store, count or report on elsewhere.
What can Make do in Keap?
Keap gives you 48 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Apply Tags
- Apply Tag to Contacts
- Create a Contact
- Create a Note
- Create a Task
- Create or Update a Contact
- Create Tag
- Create Tag Category
- Delete an Appointment
- Delete Contact
- Delete File
- Delete Note
- Delete Task
- Make an API Call
- Remove Applied Tags
- Remove Tag from Contacts
- Replace a File
- Retrieve a Contact
- Retrieve a File
- Retrieve an Appointment
- Retrieve an Opportunity
- Retrieve an Order
- Retrieve a Note
- Retrieve a Tag
- Retrieve a Task
- Retrieve Product
- Retrieve Transaction
- Update a Contact
- Update Task
- Upload a File
- List All Emails Sent
- List Applied Tags
- List Appointments
- List Campaigns
- List Contacts
- List Custom Fields of Contacts
- List Emails sent to Contact
- List Files
- List Notes
- List Opportunities
- List Orders
- List Products
- List Tagged Contacts
- List Tags
- List Tasks
- List Transactions
- Retrieve Commissions
- Retrieve Order Transactions
Apply Tags
ActionIn Make“Applies a list of tags to a given contact record.”
Several tags land on one contact record in a single step, so the profile reflects everything you learned about that person at once.
Apply Tag to Contacts
ActionIn Make“Applies a tag to a list of contacts.”
One tag, many people: you give Make a list of contacts and they all receive the same Keap tag in one go.
Create a Contact
ActionIn Make“Creates a new contact in your contact list.”
A brand-new record appears in your Keap contact list, filled with data mapped from earlier modules.
Create a Note
ActionIn Make“Creates a new note.”
Your team gets a written trace in Keap without typing it, because the text comes straight from the scenario.
Create a Task
ActionIn Make“Creates a new task.”
A to-do shows up in Keap for someone to act on, built from what the scenario has just learned.
Create or Update a Contact
ActionIn Make“Creates a new contact or updates a contact in your contact list.”
New person or known one, a single module takes care of both cases and keeps your Keap list current.
Create Tag
ActionIn Make“Creates a new tag.”
A new label becomes available in your Keap account, ready for later modules to apply to contacts.
Create Tag Category
ActionIn Make“Creates a new tag category.”
Your tags gain a new category, a way to group them so a growing tag list stays readable for the team.
Delete an Appointment
ActionIn Make“Deletes the specified appointment.”
An appointment disappears from Keap without anyone opening the calendar, driven by what happened elsewhere.
Delete Contact
ActionIn Make“Deletes the specified contact.”
Removing a person from Keap entirely becomes a scenario step instead of a manual chore.
Delete File
ActionIn Make“Deletes the specified file.”
Outdated documents leave Keap without a manual cleanup, as soon as the scenario decides they should go.
Delete Note
ActionIn Make“Deletes a note.”
A note you no longer want on a Keap record goes away, handled by the scenario rather than by a rep searching for it.
Delete Task
ActionIn Make“Permanently deletes a specified task.”
Tasks that lost their purpose get cleared from Keap, which keeps the reps' to-do lists honest.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Any part of the Keap API opens up to your scenario, with the same connection as the other Keap modules.
Remove Applied Tags
ActionIn Make“Removes a list of tags from the given contact.”
Several tags come off one contact in a single step, so a profile stops sending the wrong signals to your campaigns.
Remove Tag from Contacts
ActionIn Make“Removes a tag from a list of contacts.”
A single tag leaves a whole list of contacts at once, handy when a segment has served its purpose.
Replace a File
ActionIn Make“Uploads a file to replace an existing one.”
A document stored in Keap gets its new version uploaded in place of the old one, so the record keeps a single current copy.
Retrieve a Contact
ActionIn Make“Retrieves a single contact.”
The full record of one Keap contact becomes available to the next modules of the scenario.
Retrieve a File
ActionIn Make“Retrieves metadata about a specific file.”
Details about one stored document come back to the scenario: its metadata, rather than the file itself.
Retrieve an Appointment
ActionIn Make“Retrieves a specific appointment belonging to you.”
One specific appointment from your Keap calendar is read back, so later steps can use its details.
Retrieve an Opportunity
ActionIn Make“Retrieves a single opportunity.”
A single deal comes back with its current details, useful when a scenario needs a fresh look at it.
Retrieve an Order
ActionIn Make“Retrieves a single order.”
One Keap order is read in full, so invoicing or fulfilment steps work from its complete details.
Retrieve a Note
ActionIn Make“Retrieves a single note.”
The text and details of a single Keap note return to your scenario, ready to be copied or checked.
Retrieve a Tag
ActionIn Make“Retrieves a single tag.”
Information about one tag comes back, so the scenario can work with its real name instead of a bare reference.
Retrieve a Task
ActionIn Make“Retrieves a single task.”
One task's current state is fetched from Keap, which lets a scenario confirm a follow-up still stands.
Retrieve Product
ActionIn Make“Retrieves a single product from your Infusionsoft account.”
Details of one product from your Keap catalog return to the scenario for pricing pages, sheets or messages.
Retrieve Transaction
ActionIn Make“Retrieves a single transaction.”
A single payment record from Keap is read back, giving accounting steps the exact data they need.
Update a Contact
ActionIn Make“Updates a contact with only the values provided in the request.”
Only the values you fill in change on the Keap record; everything else stays as it was.
Update Task
ActionIn Make“Updates a task with only the values provided in the request.”
An existing Keap task gets new values while the rest of it stays untouched.
Upload a File
ActionIn Make“Uploads a File.”
A file produced or received elsewhere gets stored in Keap, where the team finds it next to the client's data.
List All Emails Sent
SearchIn Make“Retrieves a list of emails that have been sent.”
You get the emails your Keap account has sent, one bundle each, to count, archive or analyse elsewhere.
List Applied Tags
SearchIn Make“Retrieves a list of tags applied to a given contact.”
The full set of tags on one contact comes back, so a scenario can decide what to do based on the profile.
List Appointments
SearchIn Make“Retrieves all your appointments.”
Your appointments in Keap return as a list the scenario can go through one by one.
List Campaigns
SearchIn Make“Retrieves all your campaigns.”
All your Keap campaigns come back, a quick way to feed a dashboard or check what exists before a scenario acts.
List Contacts
SearchIn Make“Retrieves all your contacts optionally filtered by email, first name and last name.”
Contacts come back from Keap, with an optional filter on email, first name or last name to narrow the search.
List Custom Fields of Contacts
SearchIn Make“Retrieves a list of custom fields for contacts.”
You see which custom fields your Keap contacts carry, the extra fields your account added beyond the standard ones.
List Emails sent to Contact
SearchIn Make“Retrieves a list of emails that have been sent to a contact.”
The history of emails sent to one contact returns to the scenario, handy for a quick context check.
List Files
SearchIn Make“Retrieves a list of all files.”
Every file stored in Keap comes back as a list, ready for an audit or a bulk export to another storage app.
List Notes
SearchIn Make“Retrieves a list of all notes.”
All notes stored in Keap return, which opens the door to archiving or searching them outside the CRM.
List Opportunities
SearchIn Make“Retrieves a list of all opportunities.”
Your whole Keap pipeline comes back as a list of opportunities, each one a bundle for the next module.
List Orders
SearchIn Make“Retrieves a list of all orders using the specified search criteria.”
You get the Keap orders that match your search criteria, each as its own bundle, ready to fill a sales table or a report. No match simply means zero bundles, not an error.
List Products
SearchIn Make“Retrieves a list of all products.”
You get your whole Keap product catalogue, one bundle per product, so another tool can mirror it or a later step can pick the right item by its name.
List Tagged Contacts
SearchIn Make“Retrieves a list of contacts that have the given tag applied.”
You get every contact that carries the tag you choose, one bundle each: the shortest route from a Keap segment to an export, a mailing in another tool or a batch of follow-up tasks.
List Tags
SearchIn Make“Retrieve a list of tags defined in the application.”
You get the list of tags defined in your Keap account, so the scenario can find a tag by its name instead of you looking it up in Keap by hand.
List Tasks
SearchIn Make“Retrieves a list of all tasks using the specified search criteria”
You get the Keap tasks that fit your search criteria, one bundle each, ready for a team digest, a dashboard or a chat message. Nobody has to open the CRM to see what is pending.
List Transactions
SearchIn Make“Retrieves a list transactions for a given contact.”
You get one contact's Keap transactions, each as a separate bundle, to show a payment history in a support tool or check what a customer has already paid.
Retrieve Commissions
SearchIn Make“Retrieves a list of commissions based on affiliate or date range.”
You get your affiliates' commissions out of Keap, filtered by affiliate or by date range, ready to feed a payout sheet or an accounting tool. Its name says retrieve, but it works like a search and can return several results.
Retrieve Order Transactions
SearchIn Make“Retrieves a list of all transactions on a given order using the specified search criteria.”
You get the transactions attached to one order, filtered by your criteria, which tells you quickly whether money came in for it.
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