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Integration · Keap

Connect Keap. Through your own data warehouse.

You use Keap data in ENABLE through your own PostgreSQL data warehouse: the data is loaded and modelled there, and dashboards, plain-language questions and apps read from it. ENABLE has no built-in connector for Keap.

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Keap logoCRM and sales

What is Keap?

Keap, formerly Infusionsoft, combines CRM, email marketing and automation with basic sales and payment features. It is aimed at small business owners who want to automate most of their lead and customer follow-up.

How to use Keap data in ENABLE

Data from Keap is loaded outside the portal, with a standard connector or a custom integration, and then modelled in your data warehouse. Data Analytics sets this up. From then on Power BI dashboards, the SQL Explorer with AI and the data API read from the same model, and access profiles decide who sees what.

Add Google Ads or Meta Ads and you see which ads bring in contacts who end up paying in Keap. Put the payments next to your books in Moneybird or Exact Online and revenue per customer reconciles.

Note: Keap relies heavily on tags to segment contacts and trigger automations. Agree which tags carry meaning for reporting, otherwise segments in your analysis become unreliable.

In ENABLE

What you do with Keap data

Plain-language questions

  • “How many contacts who received the welcome sequence last month have since bought something?”
  • “Which email in the follow-up sequence has the highest click rate?”
  • “What is the average revenue per customer who came in through a webinar, compared with other sources?”
  • “How many pipeline opportunities were won this month, and how many of them started with a booked appointment?”

The SQL Explorer with AI turns a question like this into SQL on your data warehouse. You see the query, run it yourself, and the AI only receives metadata. More about the SQL Explorer

Steps

How to connect Keap

  1. 1Sketch the end resultFirst decide which questions and dashboards you want from Keap data; that tells you which data is needed.
  2. 2Load into your data warehouseOutside the portal, with a standard connector or a custom integration. We decide which route fits during the intake.
  3. 3ModelTables and definitions that work with your other sources, so everyone sees the same numbers.
  4. 4Use in ENABLEPower BI dashboards, the SQL Explorer with AI and the data API, with access profiles and optional row-level security.

More systems in CRM and sales

FAQ

Frequently asked questions

Does ENABLE have a built-in Keap connector?

No. ENABLE reads from your own PostgreSQL data warehouse. Data from Keap is loaded into it outside the portal, with a standard connector or a custom integration; we decide which route fits during the intake.

Which Keap data can you use?

Typically contacts with tags, sales pipeline and opportunities, automations and campaigns and email sends with opens and clicks. Exactly which tables you use depends on the questions you want to answer: Data Analytics first sketches the end result and then connects the data it needs.

Can I ask questions about Keap data in plain language?

Yes, with the SQL Explorer with AI. The AI turns your question into SQL on your data warehouse and only receives metadata for that, such as table and column names, never the rows themselves. The SQL Explorer is available to client admins by default and can be switched on for users per organisation.

What does it cost to connect Keap?

The price of ENABLE depends on your plan. Each plan includes a number of data sources, from 2 on Solo to 50 on Enterprise+, and an extra data source costs €49 per month. Prices are indicative; after a demo and intake you receive a tailored proposal.

See Keap data in ENABLE?

In a demo we show how data from Keap reaches dashboards, plain-language questions and apps via your data warehouse. Bring your questions.

Book a demo info@enableyourdata.com