MeetRecord & Keap Integration

Overview

Keap is a leading CRM and inbound marketing platform. The integration between Keap and MeetRecord synchronizes essential data, providing critical insights to enhance your sales and marketing strategies. This integration allows you to view Keap data directly within MeetRecord, offering a comprehensive overview of customer interactions Keap and sales activities.

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What Can This Integration Do?

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Keap to MeetRecord

• Deal Stage Information : Sync Keap deal stage information into MeetRecord to track deal progress alongside customer conversations.

• Contact Sync : Automatically sync contacts involved in calls from Keap to MeetRecord, ensuring all relevant participants are accounted for.

• Account Sync : Maintain up-to-date account information across both platforms, enabling seamless tracking and analysis.

• Read Emails and Activities : Access and analyze Keap emails and activity logs directly within MeetRecord for comprehensive insights.

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MeetRecord to Keap

• Meeting Summary : Automatically push meeting summaries from MeetRecord to Keap, keeping your team informed.

• Deal Summary : Sync detailed deal summaries to Keap for improved deal management and tracking.

• Deal Health Score : Transfer deal health scores from MeetRecord to Keap, helping prioritize deals based on their likelihood of closing.

• Meeting Score : Include meeting scores in Keap to assess the quality and effectiveness of each interaction.

• Meeting Link : Attach meeting links from MeetRecord directly to Keap records for easy access.

• Invaluable Insights and Forecasting : MeetRecord provides insights you can use to update revenue forecasts based on real-time data. By integrating with Keap, you can see revenue risks in your pipeline, understand your sales activities, and consistently grow your business, avoiding end-of-quarter surprises.

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Integration Details

The integration between MeetRecord and Keap is facilitated through a managed package app, allowing for both read and write access to Keap. This enables two key functionalities:

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1. Create Conversation Records

Automatically generate MeetRecord conversation records in Keap linked to relevant contacts and deals.

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2. Autofill Custom Fields

Use the AI Docs feature to autofill custom fields in your CRM, reducing manual effort and improving data accuracy.

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How to Integrate Keap with MeetRecord

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1. Go to the Integrations page in your MeetRecord Settings.
2. Click on the 'Connect' button under the Keap CRM icon.
3. A new page will open to authorize Keap CRM.
4. If you have multiple accounts, select the appropriate account and proceed. Click "Allow"  to complete the integration
5. That’s it! You’ll be redirected to the MeetRecord Integrations page, where Keap CRM will now appear as "Connected."

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Note: Ensure that the lead's contact details are present in Keap before the meeting. If MeetRecord cannot find a matching email for participants in Keap, meeting-to-deal mapping will not occur.

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FAQs

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1. What is MeetRecord for Keap?

MeetRecord for Keap is a managed package app available on Keap's marketplace. It allows you to access and utilize conversation data created by MeetRecord directly within Keap, providing a seamless integration experience.

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2. Why should I set up a Keap integration?

Integrating Keap with MeetRecord allows your team to search and analyze conversations based on Keap properties and enrich your Keap records by pushing conversation data from MeetRecord. This integration significantly enhances the quality and depth of your Keap data, making it more actionable and valuable for your sales processes.

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3. What permissions are required to connect Keap to MeetRecord?

To successfully connect Keap to MeetRecord, the individual performing the OAuth connection must have the necessary Keap permissions, including read and write access to the relevant objects.

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4. Why should I set up an integration user?

We recommend using a dedicated integration user to maintain the stability of your connection. If the user who initially set up the integration is deactivated, the connection will be lost. By using a dedicated user, you ensure that the integration remains active and uninterrupted, preventing potential disruptions.

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5. Can I control what Keap data is imported into MeetRecord?

Yes, you have control over which Keap properties (both built-in and custom) are imported into MeetRecord. You can use the AI Docs feature to connect and manage custom CRM fields according to your specific needs.

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6. How does MeetRecord use Keap data?

MeetRecord leverages Keap data to analyze conversations, providing insights and enabling you to filter data across various MeetRecord pages, including the Search and Deals pages. This integration enhances your ability to make data-driven decisions by combining sales activity data with your CRM insights.

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7. Can I control which MeetRecord calls are exported to Keap?

Yes, once MeetRecord is integrated with Keap, calls will automatically be associated with the relevant deals and contacts. You can manage and delete these records directly from your Keap Dashboard as needed, giving you full control over what data is stored.

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