SalesPartner
+ Keap
Every conversation logged. Every appointment synced. Every status updated. Your Keap stays current without lifting a finger.
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 CRM. Always Current.
SalesPartner handles the conversations. Keap keeps the records. Every text, every appointment, every status change—automatically logged to the right Contact. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Keap within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
OAuth 2.0 Secure
Modern authentication with Personal Access Tokens.
What Gets Synced
Every meaningful interaction flows into Keap automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Appointments
Appointment Scheduled
New bookings create appointment records
Appointment Rescheduled
Time changes sync to existing appointment
Appointment Cancelled
Cancellations logged with reason
Appointment Completed
Completion status updated
Contact Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
VIBE scores sync to custom fields
How It Works
Connect Your Keap
Secure OAuth 2.0 connection
Authorize SalesPartner via OAuth 2.0. Modern, secure authentication. No legacy API keys—tokens refresh automatically.
Map Your Contacts
Link leads to Keap records
New leads get matched to existing Keap Contacts by phone or email. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books appointments. All while logging everything.
Keap Updates
Activities appear in real-time
Every interaction creates a Note, Task, or Appointment on the Contact. Full content, timestamps, and outcomes. Zero delay.
Automations Trigger
Use data to power campaigns
SalesPartner activities can trigger Keap campaigns and sequences. Nurture leads based on conversation outcomes.
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 v1 + XML-RPC
Authentication
OAuth 2.0 / Personal Access Token
Sync Direction
One-way (SalesPartner → Keap)
Sync Frequency
Real-time (< 5 seconds)
Supported Plans
Pro, Max, Max Classic
Rate Limit
1,500 requests/minute
API Endpoints Used
/crm/rest/v1/notesLog message activities/crm/rest/v1/tasksCreate follow-up tasks/crm/rest/v1/appointmentsCreate appointments/crm/rest/v1/contacts/{id}Update contact status