STEP 1
Connect Close 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.
Close CRM and Keap Integration
Keep Close CRM and Keap in sync by integrating their events and actions. When crm events happen in Close CRM, update the Keap automatically - without any line of code in visual workflow builder.
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Learn about Close CRM and Keap
Detailed info you need to know about Close CRM and Keap integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Close CRM to Keap
Set up your Close CRM and Keap integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Close 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 Close CRM and Keap. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Close CRM and Keap work in WEXTL?
WEXTL exposes actions and triggers for Close 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.
Close CRM triggersKeap actions
Close CRM modules
- Add Group MemberAdds group member.
- Bulk Update MembershipsPerforms bulk update memberships.
- Create CallCreates a new call.
- Create Custom ActivityCreates custom activity.
- Create EmailCreates a new email.
- Create GroupCreates a new group.
- Create Meeting IntegrationCreates meeting integration.
- Create MembershipCreates a new membership.
- Create NoteCreates a new note.
- Create SMSCreates a new SMS.
- Create Whatsapp MessageCreates whatsApp Message.
- Delete CallDeletes an existing call.
- Delete Custom ActivityDeletes custom activity.
- Delete EmailDeletes an existing email.
- Delete Email ThreadDeletes email thread.
- Delete Form SubmissionDeletes form submission.
- Delete GroupDeletes an existing group.
- Delete MeetingDeletes an existing meeting.
- Delete MembershipDeletes an existing membership.
- Delete NoteDeletes an existing note.
- Delete SMSDeletes an existing SMS.
- Delete Whatsapp MessageDeletes whatsApp Message.
- Get Activity ReportRetrieves activity report.
- Get CallReturns a single call.
- Get Current UserRetrieves current user.
- Get Custom ActivityRetrieves custom activity.
- Get Custom ReportRetrieves custom report.
- Get EmailReturns a single email.
- Get Email ThreadRetrieves email thread.
- Get Form SubmissionRetrieves form submission.
- Get GroupReturns a single group.
- Get Lead Status ReportRetrieves lead status report.
- Get MeetingReturns a single meeting.
- Get Membership Pinned ViewsRetrieves membership pinned views.
- Get NoteReturns a single note.
- Get Opportunity Funnel StagesRetrieves opportunity funnel stages.
- Get Opportunity Funnel TotalsRetrieves opportunity funnel totals.
- Get Opportunity Status ReportRetrieves opportunity status report.
- Get OrganizationReturns a single organization.
- Get Sent Emails ReportRetrieves sent emails report.
- Get SMSReturns a single SMS.
- Get UserReturns a single user.
- Get Whatsapp MessageRetrieves whatsApp Message.
- List ActivitiesRetrieves a list of activities.
- List Activity MetricsLists activity metrics.
- List CallsRetrieves a list of calls.
- List Custom ActivitiesLists custom activities.
- List Email ThreadsLists email threads.
- List EmailsRetrieves a list of emails.
- List Form SubmissionsLists form submissions.
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 a Product Commission ProgramAssigns a Product Commission Program to a Product.
- Assign a Subscription Commission ProgramAssigns a Subscription Commission Program to a Subscription.
- Assign Affiliate to Commission ProgramAssigns an Affiliate to Commission Program.
- 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 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.
- 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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Close 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 Close CRM and Keap.
Connect your Close 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 Close CRM's "Watch Activities" fires, WEXTL can "Achieve an Automation Goal" in Keap. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); 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. Close 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 Close 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 Close 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 Close CRM and Keap integration.
- Close CRM and Keap integration source code, module specs and credentials implementation.
- Our Close CRM and Keap integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Close 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.
- Close CRM integration information
- Keap integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library