A Keap AI Agent That Keeps Every Follow-Up Moving
Your small team lives in Keap contacts and tags. Your agent handles the upkeep so every new lead gets tagged, assigned and followed up.
From $10/month 30 days free No credit card
What Your Agent Does In Keap
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Tags And Sorts New Contacts
When a form brings in a new lead, the agent adds the right tags, fills the source field and drops the contact into the matching campaign.
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Keeps Deals Moving
Say the Hartley quote went out and it moves the opportunity to the next stage and creates a task to check in on Thursday.
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Drafts Campaign Emails
Ask for a reminder email for people tagged “webinar no-show” and it writes the draft in Keap for you to read before anything goes out.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Keap for you, with your own login, and reports back in the thread.
- Tag everyone who bought the starter kit this week as “customer”.
- Which opportunities have had no task or note in ten days?
- Draft a thank-you email for the contacts from Saturday’s open house.
Use Keap With Octopus Prime
- Open Settings › Connections, choose Keap and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Keap for you without ever seeing your password.
- Choose which agents can use Keap: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Keap And Your Agents
Can it work with my custom fields?
Yes. It reads the custom fields on your contacts and fills them the way your team already does, so your reports in Keap stay consistent.
Will it start automations on its own?
Only the ones you allow. Adding someone to a campaign that sends email can be set to ask first.
Does my agent see my Keap password?
No. Your Keap login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Keap, at any time in Settings.
More CRM And Sales Apps
All CRM Apps-
Salesforce
Opportunities updated after every call. -
HubSpot
Contacts, deals and follow-ups kept current. -
Pipedrive
A pipeline that updates itself after every call. -
Apollo.io
Tasks, replies and account research handled. -
Attio
Records and lists that update themselves. -
Capsule CRM
Contacts, notes and tasks kept current.
Put An Agent To Work In Keap. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Keap is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
