What Is Keap Phone Integration?
Keap phone integration is the link between a business phone system and Keap, the CRM and marketing automation platform built for small businesses. Keap sits in the same category as other CRM software for small businesses, with lead management, follow-up automation and sales tracking on one record. CloudTalk's Keap VoIP integration adds calling and SMS to that record, so every conversation lands on the contact it belongs to.
How Does Keap Phone Integration Work With CloudTalk?
CloudTalk's Keap phone integration authenticates once, then runs a 2-way data flow between the two systems. Agents dial Keap contacts with Click-to-Call and take inbound calls without leaving the CRM.
When a call ends, CloudTalk writes the outcome, the recording and the Call Notes back to the matching Keap contact. Custom triggers then fire whatever follow-up task or SMS the deal stage calls for.
Benefits of Keap Phone Integration
- 01Dial More Keap Leads With a Power DialerReach more contacts per shift without touching a keypad. CloudTalk queues your Keap call lists in a Power Dialer and dials them in sequence. Power Dialer is included on the Expert plan and sold as an add-on below it.
- 02See Who Is Calling Before You AnswerInbound Keap calls trigger a screen pop with Customer Details and past activity. Agents open the call already knowing the deal stage and the last conversation.
- 03Route Keap Callers to the Right AgentSkill-Based Routing sends each caller to the agent who owns the contact or speaks the language. Queues stay short at peak hours and first-call resolution goes up.
- 04Work Keap Calls From Desktop or MobileThe CloudTalk Phone app handles Keap calls on both. Calls, notes and recordings sync back to the CRM whether the agent is at a desk or not.
- 05Follow Up by SMS From the Same RecordKeap contacts get text messages SMS triggered by call outcome or deal stage. Voice and messaging share one history, so nobody re-asks a question the customer already answered.
- 06Stop Logging Keap Calls by HandCloudTalk logs every inbound, outbound and missed Keap call without an agent typing anything, with voicemails and call recordings attached. Duplicate records drop and the pipeline reflects what happened on the phone.
Keap Phone Integration
CloudTalk's Keap phone integration puts calling and SMS inside Keap (formerly Infusionsoft), with 2-way sync keeping contact records and call activity current. The integration is coming soon, so join the launch list.
What Data Do Keap & CloudTalk Share?
Keap
CloudTalkKeap & CloudTalk exchange
Keap receives
AI handles the routine. Your team handles what matters.
CloudTalk's Keap phone integration logs every call against the right Keap contact and keeps both contact lists in sync. Agents dial from the CRM and skip the data entry.
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I love the smart dialer as it removes procrastination from cold calling business development time. I also recently trialled the AI notetaker and will be purchasing that as it removes the need to write notes manually. It was very accurate as well!
Co-Founder
We needed the lines for our business with a lot of urgency and the team resolved it for us in just one business day. Everything was integrated and set up immediately, ready for our team to deliver support right away.
Project Manager
Easy to use. I love that support quickly and clearly helped me understand the more difficult mechanisms. The integration via API with our inhousing application also allowed for automations like SMS reminders.
Customer Support Specialist
It's simple to use, has a clean interface, and offers many options for using numbers from many parts of the world. It's also a great tool to use for opening accounts on messaging platforms like WhatsApp and Telegram.
Revenue System Specialist
The calling dashboard and the reporting structure is flawless as it supports campaign-wise reporting as well. We can allocate caller IDs to ISDRs, making it easier to use them whenever required in real-time...
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For us the main upside of using CloudTalk is saving of contacts. We're a business thousands of people contact, so seeing who's calling prior to taking the calls is a big boost. It also has detailed analytics for tracking.
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“With CloudTalk, we dropped our missed calls from 80% to 16% and cut wait times by over 85%, while scaling from 2 to 20+ agents.”
40% Lift in Call Connections
“With CloudTalk, our pre-sales team stopped wasting time on dropped calls and started having more of the right ones.”
20% More Efficient Call Handling
“We replaced personal phones and manual processes with a scalable VoIP solution and saw a 20% jump in team productivity.”
40% Fewer Missed Calls
“We replaced personal phones and manual processes with a scalable VoIP solution and saw a 20% jump in team productivity.”
From 3 Phone Systems to One Source of Truth
“Before CloudTalk, our data was scattered. Now, everything lives in HubSpot — connected, visible, and fully unified.”
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“CloudTalk made it easy to scale support fast: we cut handle time by 33% and now handle 66% more calls per agent.”
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Keap Phone Integration FAQ
Everything you need to know about this integration.
Keap is a CRM and marketing automation platform for small businesses. Teams use Keap to manage leads, run campaigns and keep customer interactions on one record.
CloudTalk runs a 14-day free trial. Continued access to the Keap phone integration needs a paid subscription, starting on the Starter plan.
Setting up the Keap VoIP integration takes a few minutes. You authorize CloudTalk against your Keap account once, and the sync runs from there.
The Keap CTI integration syncs contacts, logs every call, enables Click-to-Call and automates workflows off the call outcome.
Yes. The Keap call center software integration lets you place calls, take calls, send SMS and track activities inside Keap.
Yes. A Keap dialer integration adds the dialing modes a CRM does not ship on its own. CloudTalk's Smart Dialer builds a call list from any page and dials it in one click.
Call volume follows your CloudTalk plan. Keap call campaigns run within the minutes and destinations your plan bundles, and metered destinations bill per minute on top.
The Keap telephony integration covers call routing, call tagging and call monitoring. Supervisors can listen, whisper or barge on live Keap calls from the Expert plan.
Yes. CloudTalk records inbound and outbound Keap calls and attaches the audio to the contact record. Call intelligence adds transcripts, summaries and sentiment as part of the AI Conversation Intelligence add-on.
CloudTalk pairs Keap calling with 2-way CRM sync and interactive voice response IVR. CloudTalk holds a 4.4/5 rating on G2 across 1,702 reviews.
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