
Valentina Akpan: Founder, Rellatech. Admin and technical virtual assistant for businesses and startups with teams.
Keap is powerful, but the native features cover maybe seventy percent of what a real business needs. The rest lives in integrations. Below is the shortlist I install on almost every Keap or Keap Max Classic account, what problem each one solves, and the ones I have stopped recommending.
Payments: Stripe and PayPal
If you sell online, add both. Stripe handles the credit card majority and PayPal picks up the buyers who refuse to type a card number. Setup guides: Keap and PayPal integration for PayPal. Stripe connects natively under E-commerce > Payment Processing.
Automation glue: Zapier or Make
- ●Zapier: easier for non-technical owners, more Keap-specific triggers, higher monthly cost at volume
- ●Make: cheaper at scale, better for complex branching, steeper learning curve
- ●Pick one and stick with it. Running both creates duplicate automations nobody remembers building
I set up Zapier on accounts with under 5,000 monthly operations. I switch to Make when the client crosses that line or needs conditional logic Zapier cannot do without ten steps.
Scheduling: Acuity or Calendly
Both push new bookings into Keap as contacts with a tag. Acuity is stronger for multi-service businesses, Calendly is smoother for one-on-one sales calls. Either works. What matters is that the booking applies a tag that triggers your prep and follow-up campaigns.
Project work: ClickUp, Asana, or Monday
- ●Fires a new task when a client buys a package or fills a form
- ●Assigns the right team member based on the tag or product
- ●Closes the loop by writing task completion back to Keap so the campaign can advance
- ●I have written full setups for [[ClickUp|/case-studies/clickup-resource-management-make]] and [[Monday|/case-studies/monday-workspace-startup]]
Reporting: Google Sheets
Keap reports are fine for basics and painful for anything custom. A weekly Zap or Make scenario that pushes new contacts, orders, and tag changes into a Google Sheet gives you pivot tables, filters, and Looker Studio dashboards without touching the CRM. I set this up for every client who asks about reporting.
Support and inbox: Front, Missive, or Help Scout
Keap's built-in email is fine for automation. It is not built for a shared inbox. If your team responds to customer email from a single address, connect a real shared inbox tool and let it write notes back into Keap on each conversation. This is one of the highest impact changes I make on service businesses.
Integrations I skip
- ●Any 'AI writes your Keap emails for you' tool: the output needs so much editing it is faster to write yourself
- ●Third-party contact enrichment tools that overwrite fields: they will corrupt your merge tags
- ●PieSync-style two-way sync between Keap and another CRM: pick one system of record, do not sync two
FAQ
Work with Rellatech
Keap and Infusionsoft (Keap Max Classic) work is a regular part of what I do. If any of the above sounds like your account, a short call is the fastest way to see whether it's a fit. Scope and pricing live on the Keap & Infusionsoft Consultant service page.
Contact MeNot ready for a call? Take the free operations assessment and I will send you a written breakdown within 24 hours.
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