What does the integration do?
When our virtual receptionists answer a call for your business, the integration pushes the caller’s information to your Keap account as either a Lead or a Contact.
This integration is a one-way sync.
Activating the integration
From your AnswerConnect application, click on Settings, followed by Additional Settings. Select Integrations.
Click the Keap CRM integration card.
Click the Integrate button.
Connecting your accounts
Enter your Keap username and password to connect your account with AnswerConnect. Click the edit icon next to the account to name your account. Next, click Continue.
Select the Keap list where you want contacts exported and click Continue.
Map the AnswerConnect fields to the corresponding Keap attributes and click Continue.
Note: Mandatory fields are marked with an asterisk.
Next, click the Test button to verify that the attributes are mapped correctly. Successful mapping will activate the integration.
Deactivating the integration
To deactivate the integration,
- Go to Settings
- Click Additional Settings
- Select Integrations
- Choose the Keap CRM integration card
- Click Deactivate.