By integrating your Keap account, you can pass leads captured by Guru, buyer and sales data in order to segment your contacts in Keap, to build personalized relationships while monitoring conversions and revenue.
To activate the integration, you need to validate your Keap account in Guru, then define the rules for contact segmentation, and map additional sales or subscription fields.
On this page:
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Step 1: Activate the integration
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What to do next
Before you begin, you need to:
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Have a Keap account.
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Be an administrator user or have permission to perform the following actions.
Step 1: Activate Integration
In this step, you will connect your Keap account in Guru.
The API credentials will not be available after saving the integration. If you change the API key, it will no longer be valid, and you will need to return to the Keap environment to obtain the key.
This change will bring greater security to your account, making it impossible to view the integration data.
Steps:
1 - Access the Guru admin with your username and password.
2 - In the side menu, access Settings > Integrations > Autoresponders > Keap.
3 - In the Detail tab, the Client ID and Client Secret fields will appear pre-filled.
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Client ID: pre-filled client ID;
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Client Secret: pre-filled client secret;
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Active: switch the button to the on position.
4 - Click Send.
To confirm that the integration is active, you should see a notification in the upper right corner.
What to do next
Once the integration with Keap is active, you must configure the rules for contact segmentation in Keap; and map the additional fields you want (optional step).
This configuration is done through:
1 - Mapping Sales Status to Keap;
2 - Sending Custom Data to Keap.
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