A tag lands on a Keap contact, and the campaign you built years ago starts running
GreetKeeper connects to Keap by webhook and Zap, and the Catch Hook that receives it needs a paid Zapier plan. If your business runs on tags and campaigns, the mapping matters more than the plumbing.
Caller
“I've been on your newsletter for ages and I finally want to do the coaching program. Is there still a payment plan for it?”
What happened next
- Matched the caller to an existing Keap contact by email
- Recorded the program they asked about and the payment-plan question
- Applied your Sales Call Requested tag through Zapier, starting the campaign
How GreetKeeper connects to Keap
Three states, and we publish the one that is true rather than the one that reads best.
| Tool | How it connects | What that means |
|---|---|---|
| Keap | Through Zapier |
What Keap is, and what its Zapier app can do
Keap is CRM and marketing automation for small businesses, and it grew out of Infusionsoft. Coaches, consultants and service businesses run their whole follow-up inside it.
Everything in Keap hangs off tags. A tag applied to a contact starts a campaign, and campaigns are where the years of setup live in most Keap accounts.
The Keap Zapier app creates and updates contacts, applies and removes tags, adds notes and creates tasks. Applying a tag is the single most useful action for an inbound call.
Where the call actually lands
A contact, a note and a tag. The tag is the part that does the work.
The Zap finds the contact by email or phone, and creates one if there is no match. Long-standing newsletter subscribers who ring in should update their existing record, not start a second one.
A note is attached with the call summary, so when you open the contact you can see they asked about the payment plan. That detail is what makes the callback feel like a continuation.
Then the tag goes on, and your campaign starts. Different call outcomes should apply different tags. A sales inquiry, a support question and a booked call each deserve their own sequence.
Getting it live
The build is quick. Choosing the right tags is the work.
List the tags a call could reasonably apply
Open your tag list and pick the three or four that match real call outcomes. Applying one generic tag to every caller wastes the campaign engine you already paid for.
Catch the call, then connect Keap
You need your own paid Zapier account and a Keap user with permission to edit contacts. The Zap's first step is Webhooks by Zapier with Catch Hook, and its address goes into GreetKeeper. Authorize Keap once, and the connection covers every Zap you build afterwards.
Find or create the contact, then add the note
Match on email first, then phone. Add the call summary as a note before the tag step, so the campaign email goes out with the context already on the record.
Apply the tag and watch the campaign run
Branch the tag by call outcome. Then place a test call from your own number and follow the campaign itself, not only the contact record.
Tagging callers safely in Keap
Tags start sequences, so test every branch on your own address before the line goes live.
Match on email first, then on phone. Clean duplicates on a set day each month.
Send questions about purchases and payment plans to a person. GreetKeeper captures the caller's details and the question for them.
Questions about Keap and GreetKeeper
Can different call outcomes apply different tags?
Yes, and they should. Branch the Zap on the outcome GreetKeeper records, so a booked call and a general question start different campaigns rather than sharing one.
What happens if the caller is already a Keap contact?
Use a find step on email, then phone. A match updates the existing record and adds the note and tag there, which keeps their history intact and stops a duplicate appearing.
Can it tell a caller about their payment plan?
Your team does, with the record in front of them. GreetKeeper records the question and tags the contact, so the callback starts with the full context.
How does the call reach Keap's Zapier app?
GreetKeeper's side arrives as a webhook. Catching it uses Webhooks by Zapier, which needs a paid Zapier plan (Professional or above).
Start a campaign from a call
Bring your tag list. Two minutes, no card.