Keap

A guide on how to connect your Keap account to Plecto.

Last updated: Oct. 13, 2021

Be aware: This integration is currently available as a beta feature in Plecto.

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Import your sales and marketing data from Keap to Plecto and track your KPIs in real time. Plecto currently supports the following data types: Contacts, Emails, Opportunities, Order Items, Orders, Subscriptions, Users.

Visit our Keap integration page to see the technical details, such as the update frequency, custom field support, and more.

  • Go to Data management > Data sources > + New data source.
  • Select "Keap" from the list, then click "Next." Plecto will redirect you to Keap where you will have to log in to your Keap account.
  • Once you are logged in, Plecto will ask for permission to access your Keap account. Click on "Allow" to grant permission and continue connecting Keap to Plecto.
  • Now you can select the data types you want to import to Plecto. In this step, feel free to adjust the data source title and other parameters in the advanced settings. You can change the data source settings also later on once the data source has been created. Click "Next" to import your data.

You have now connected your Keap data to Plecto. Find the list of your data sources in Data management > Data sources, or go to KPI management > Formulas to start building your KPIs.

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