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Keap

Automatically export new Setmore contacts to Keap

Setmore Support avatar
Written by Setmore Support
Updated over a week ago

This integration connects your Setmore account to your Keap account. Once enabled, any new customer contacts created in Setmore will be automatically exported to your Keap account. Whether you add a new customer manually through your Setmore dashboard, or whether customers add themselves through your Booking Page, their contact information will automatically carry over.

Please note that this integration is one-way only; Setmore contacts will export to Keap, but Keap contacts will not import into Setmore.


Connecting Setmore to Keap

1. Navigate to Apps & Integrations, then scroll down and click on the Keap integration card.

2. In the Keap details window, click the "Activate" button.

3. Enter your Keap login credentials to continue.

4. In the following window, click "Allow" to authorize access for your Setmore account. The integration is now complete.

5. Click the Settings tab to view the tags that will be exported with the customer details from Setmore to Keap. To remove a tag, click to uncheck it.

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