What can you do with it?
The Keap integration enables comprehensive customer relationship management with focus on companies and contacts. You can manage your complete customer database including creating, updating, and organizing companies and contacts with detailed address information, multiple communication channels, and custom fields. This integration is perfect for small to medium businesses looking to streamline their customer management and sales processes with robust contact organization capabilities.How to use it?
Basic Command Structure
Parameters
Required:action- The operation you want to perform (list, get, create, update, delete)record_type- The type of record (companies, contacts)
id- The unique ID of the record for specific operationsfields- Specific fields to include in the operation
Tools
List Companies
Retrieve a list of all companies in Keap Parameters:action(required) - Set to “list”record_type(required) - Set to “companies”
Get Company by ID
Retrieve details of a specific company Parameters:action(required) - Set to “get”record_type(required) - Set to “companies”id(required) - The unique company ID
Create Company
Add a new company to Keap Parameters:action(required) - Set to “create”record_type(required) - Set to “companies”company_name(required) - Company nameemail_address(optional) - Company emailphone_number(optional) - Company phonewebsite(optional) - Company websiteaddress_line1(optional) - Street addressaddress_line2(optional) - Suite/floorcity(optional) - Citystate(optional) - Statepostal_code(optional) - ZIP codecountry(optional) - Country
Update Company
Update details of an existing company Parameters:action(required) - Set to “update”record_type(required) - Set to “companies”id(required) - The unique company IDcompany_name(optional) - Updated company nameemail_address(optional) - Updated emailphone_number(optional) - Updated phonewebsite(optional) - Updated websiteaddress_fields(optional) - Updated address information
Delete Company
Remove a company from Keap Parameters:action(required) - Set to “delete”record_type(required) - Set to “companies”id(required) - The unique company ID
List Contacts
Retrieve a list of all contacts in Keap Parameters:action(required) - Set to “list”record_type(required) - Set to “contacts”
Get Contact by ID
Retrieve details of a specific contact Parameters:action(required) - Set to “get”record_type(required) - Set to “contacts”id(required) - The unique contact ID
Create Contact
Add a new contact to Keap Parameters:action(required) - Set to “create”record_type(required) - Set to “contacts”given_name(required) - First namefamily_name(required) - Last nameemail(optional) - Email addressphone(optional) - Phone numberphone_type(optional) - Phone type (Work, Mobile, Home)address_line1(optional) - Street addresscity(optional) - Citystate(optional) - Statepostal_code(optional) - ZIP codecountry(optional) - Country
Update Contact
Update details of an existing contact Parameters:action(required) - Set to “update”record_type(required) - Set to “contacts”id(required) - The unique contact IDgiven_name(optional) - Updated first namefamily_name(optional) - Updated last nameemail(optional) - Updated emailphone(optional) - Updated phoneaddress_fields(optional) - Updated address information
Delete Contact
Remove a contact from Keap Parameters:action(required) - Set to “delete”record_type(required) - Set to “contacts”id(required) - The unique contact ID

