Keap

Keap (formerly Infusionsoft) is a comprehensive CRM and marketing automation platform designed for small and medium-sized businesses. It combines customer relationship management, email marketing, sales pipeline management, and automation capabilities to help organizations streamline their sales and marketing processes. Keap enables businesses to manage customer interactions, automate repetitive tasks, and scale their operations efficiently.

AI agents can leverage Keap's API to autonomously manage customer relationships, qualify and score leads, trigger intelligent follow-up sequences, automate deal progression through sales pipelines, and synchronize customer data across business systems. Agents can analyze customer interactions, recommend next best actions, and execute marketing campaigns without manual intervention.

Capabilities

• Contact Management: Create, update, and retrieve contact records with custom fields and segmentation
• Deal and Pipeline Management: Track opportunities through customizable sales pipelines with stage progression
• Email and Marketing Automation: Build and execute multi-step marketing workflows and campaign sequences
• Lead Scoring and Segmentation: Qualify and categorize leads for targeted outreach and nurturing
• Custom Fields and Data: Store and manage custom contact and company fields for business-specific needs
• REST API v2: Modern REST API with comprehensive endpoints and OAuth2 authentication

Resources

• Keap Developer Portal
• REST API v2 Documentation
• Developer Guide