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Manage Integration with Keap

You can deactivate the integration with Keap and also view the history of changes made (audit).

On this page:

  • Deactivate Integration with Keap

  • Consult Audit

    • Consult Audit Filters

Before you begin, you need to…

Deactivate Integration with Keap

You can deactivate the integration with Keap if you no longer intend to use Autoresponders.

By deactivating this integration, Guru will stop passing along the captured leads from the corresponding Keap mapping.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > Keap.

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2 - Switch the Active button to the off position.

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3 - Click Send.

Consult Audit

As a security measure, Guru stores a history of all operations performed in the integration, identifying the user, date/time of the operation, and other details.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > Keap.

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2 - Click the Audit tab.

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3 - The activities are displayed on a timeline (from most recent to oldest).

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4 - If you wish, you can view the activity details by clicking on its title.

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5 - Click on one of the available sections to view the data:

Detail

Displays detailed information about the activity in question.

  1. ID: identification number (ID) of the update;

  2. Type of change made;

  3. Created at: activity log date.

keap-audit-detail.png
User

Displays information about the user who performed the action.

  1. Name: name of the user who performed the operation;

  2. Email: email of the user who performed the operation.

keap-audit-user.png
Infrastructure

Displays infrastructure information (country, IP, user agent…) of the related activity.

  1. Country, Region, City, Latitude & Longitude: location of the device that performed the activity;

  2. IP: IP address of the device;

  3. User Agent: identification of the user agent that performed the operation.

keap-audit-infrastructure.png

Consult Audit Filters

You can use filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you want to view.

By default, only records from the last 28 days will be shown, but the period can be changed in the filters, in the Period field.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > Keap.

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2 - Click the Audit tab.

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3 - Under Audit, click Filters.

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4 - Fill in one or more filter options:

  1. Period: searches for audits registered in the selected period - you can use the predefined time range buttons or select the date you want to view;

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5 - Click Filter.

You can view the number of applied filters and, when using them, you will be able to clear them without opening the Filters icon again, making it easier to remove the selection.

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