Keap

Integration

Developed by Talkdesk

Updated 03/04/2021

Integrate Keap and Talkdesk to serve customers with a more personalized experience

Keap is an all-in-one CRM, sales and marketing automation platform for startups and small to medium businesses. Integrate Keap with Talkdesk to deliver customers a better, more personalized experience and your agents with more effective and simple processes. Surface customer information to your agents before they connect calls and eliminate the need for agents to search multiple screens to find key insights. Speed-up processes with automated workflows and two-way data synchronization, improving agent engagement with an integration that provides an effortless way to manage customer interactions.

Key features

Personalize Every Interaction

Talkdesk instantly displays a customer’s Keap contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.

Boost Agent Productivity

Save agents the inefficiency of switching between two applications with the ability to perform Keap actions within Talkdesk. Agents will be able to create contacts, notes and tasks without ever leaving Talkdesk.

Streamline Agent Workflow

Talkdesk’s automated workflows eliminate the need to manually enter data in two different systems. Save agents time by configuring certain Talkdesk events to automatically trigger Keap actions.

Mobile-Ready

Talkdesk and Keap are available as apps on smart devices using Android and iOS operating systems to work from anywhere with full functionality.

Two-Way Data Synchronization

Talkdesk automatically synchronizes contacts, notes and tasks between Keap and Talkdesk in real-time. When agents have the most up-to-date information, they can better serve your customers’ needs.

Quick and Easy Setup

Effortlessly configure the Talkdesk Keap Integration - no programming required! All you need is your Keap account information and you can synchronize data and instantly increase your team’s efficiency.

Additional information

Categories

Crm Sales & Marketing