STEP 1
Connect Capsule CRM and Keap
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Capsule CRM and Keap Integration
Keep Capsule CRM and Keap in sync by integrating their events and actions. When crm events happen in Capsule CRM, update the Keap automatically - without any line of code in visual workflow builder.
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Learn about Capsule CRM and Keap
Detailed info you need to know about Capsule CRM and Keap integrations in WEXTL. Explore which modules apps support and how you connect them.
Capsule CRM
CRM for contacts, sales pipelines, projects, and tasks. [5]
How to connect Capsule CRM to Keap
Set up your Capsule CRM and Keap integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capsule CRM and Keap nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Capsule CRM and Keap. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capsule CRM and Keap work in WEXTL?
WEXTL exposes actions and triggers for Capsule CRM and Keap that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Capsule CRM triggersKeap actions
Capsule CRM modules
- Add Additional Party (Opportunity)Adds an additional party to an opportunity.
- Add Additional Party (Project)Adds an additional party to a project.
- Create Custom FieldCreates a custom field.
- Create EntryCreates an entry.
- Create GoalCreates a goal.
- Create MilestoneCreates a milestone.
- Create OpportunityCreates an opportunity.
- Create PartyCreates a party.
- Create ProjectCreates a project.
- Create Tag DefinitionCreates a tag definition.
- Create TaskCreates a task.
- Create TrackCreates a track.
- Delete Custom FieldDeletes a custom field.
- Delete EntryDeletes an entry.
- Delete GoalDeletes a goal.
- Delete MilestoneDeletes a milestone.
- Delete OpportunityDeletes an opportunity.
- Delete PartyDeletes a party.
- Delete ProjectDeletes a project.
- Delete Tag DefinitionDeletes a tag definition.
- Delete TaskDeletes a task.
- Delete TrackDeletes a track.
- Get AttachmentReturns an attachment.
- Get Current UserReturns the current Capsule user.
- Get Custom FieldReturns a custom field.
- Get EntryReturns an entry.
- Get GoalReturns a goal.
- Get MilestoneReturns a milestone.
- Get Multiple OpportunitiesReturns multiple opportunities.
- Get Multiple PartiesReturns multiple parties.
- Get Multiple ProjectsReturns multiple projects.
- Get OpportunityReturns an opportunity.
- Get PartyReturns a party.
- Get ProjectReturns a project.
- Get Site AddressReturns the site address.
- Get Tag DefinitionReturns a tag definition.
- Get TaskReturns a task.
- Get TeamReturns a team.
- Get TrackReturns a track.
- Get UserReturns a user.
- List Additional Parties (Opportunity)Lists additional parties on an opportunity.
- List Additional Parties (Project)Lists additional parties on a project.
- List Associated ProjectsLists projects associated with an opportunity.
- List Custom FieldsLists custom fields.
- List Deleted OpportunitiesLists deleted opportunities.
- List Deleted PartiesLists deleted parties.
- List Deleted ProjectsLists deleted projects.
- List EmployeesLists employees of a party.
- List Entries by DateLists entries by date.
- List Entries by EntityLists entries for an entity.
Keap modules
- Achieve an Automation GoalAchieves a goal in an automation for a contact.
- Add a Product Option List Option ValueAdds product option values to a product option of type LIST.
- Add Contacts to an Automation SequenceAdds a list of contacts to an automation sequence Response contains a map of the provided list of Contact Ids and their individual result.
- Add Contacts to Campaign SequenceAdds a list of contacts to a campaign sequence Response contains a map of the provided list of Contact Ids related to their individual result.
- Add Tag to CompanyApplies a Tag to a Company.
- Adjust Inventory of a ProductIncrease or decrease the quantity of the Product.
- Apply Commission to an Order ItemApplies commission to an order item on an existing order.
- Apply TagApplies a Tag to a list of Contacts.
- Apply Taxes on an OrderCalculate taxes for a single Order for a given order id.
- Assign Affiliate to Commission ProgramAssigns an Affiliate to Commission Program.
- Assign a Product Commission ProgramAssigns a Product Commission Program to a Product.
- Assign a Subscription Commission ProgramAssigns a Subscription Commission Program to a Subscription.
- Assign Products to a Product CategoryUpdates the list of products assigned to a Product Category. **Note:** The full list of product IDs that should remain assigned must be provided; any IDs omitted are removed automatically.
- Attach a File to an Order InvoiceAttaches an uploaded File to an Order Invoice.
- Bulk Unpublish AutomationsBulk unpublish one or more automations.
- Bulk Update for Automations CategoriesBulk updates the categories of one or more automations.
- Cancel SubscriptionCancels the specified subscription.
- Create a Category DiscountCreates a Category Discount.
- Create a Category Discount CriteriaCreates a Category Discount Criteria.
- Create a CompanyCreates a new Company.`country_code` is required if `region` is specified.
- Create a ContactCreates a new Contact. *Note:* Contact must contain at least one item in `email_addresses`, `phone_numbers`, or `addresses` and `country_code` is required if `region` is specified. Optionally accepts a `duplicate_option` query parameter which performs dup.
- Create a Contact Link TypeCreates a new type of Contact Link.
- Create a Default Commission ProgramCreates a Default Commission Program.
- Create a FileUploads a file using multipart/form-data. The `file` part contains the binary file content; `file_name`, `is_public`, `file_association`, and optionally `contact_id` are additional text parts in the same multipart request. Sending these as URL query param.
- Create a Lead SourceCreates a new Lead Source.
- Create a Lead Source CategoryCreates a new Lead Source Category.
- Create an AffiliateCreates a single Affiliate.
- Create an Affiliate Commission ProgramCreates an Affiliate Commission Program.
- Create an Affiliate LinkCreates a single Affiliate Link.
- Create an Email RecordCreates a Record of an Email sent to a Contact.
- Create an OpportunityCreates a new opportunity as the authenticated user.
- Create an Opportunity StageCreates a new Opportunity Stage.
- Create an OrderCreates a one time Order with Order items.
- Create an Order ItemCreates an order item on an existing order.
- Create an Order Total DiscountCreates an Order Total Discount.
- Create an Order Total Discount CriteriaCreates an Order Total Discount Criteria.
- Create a NoteCreates a new Note.
- Create a PaymentCreates a payment record. Alternatively, adds a record of historical or external payment of cash or credit card.
- Create a ProductCreates a new product.
- Create a Product CategoryCreates a new Product Category.
- Create a Product DiscountCreates a Product Discount.
- Create a Product Discount CriteriaCreates a Product Discount Criteria.
- Create a Product OptionCreates a new product option.
- Create a ReferralCreates a new referral partner referral on the provided contact.
- Create a Set of Email RecordsCreates a set of Records of Emails sent to Contacts, maximum 1000 per transaction.
- Create a Shipping DiscountCreates a Shipping Discount.
- Create a Shipping Discount CriteriaCreates a Shipping Discount Criteria.
- Create a Subscription Free Trial DiscountCreates a Subscription Free Trial Discount.
- Create a Subscription Free Trial Discount CriteriaCreates a Subscription Free Trial Discount Criteria.
- Create a TaskCreates a new task as the authenticated user.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capsule CRM and Keap integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Capsule CRM and Keap.
Connect your Capsule CRM and Keap accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Capsule CRM's "Watch Entries" fires, WEXTL can "Achieve an Automation Goal" in Keap. Capsule CRM has 5 triggers (including Watch Entries, Watch Opportunities, and Watch Parties); Keap has 247 actions (including Achieve an Automation Goal, Add a Product Option List Option Value, and Add Contacts to an Automation Sequence). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Capsule CRM-to-Keap automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Capsule CRM (or Keap) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Capsule CRM + Keap automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Capsule CRM and Keap integration.
- Capsule CRM and Keap integration source code, module specs and credentials implementation.
- Our Capsule CRM and Keap integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capsule CRM and Keap — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Capsule CRM integration information
- Keap integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library