Youform Keap

CRM & SALES

Youform meets
Keap.

Add form leads to Keap and trigger sales and marketing automations. Use Youform as the starting point for a workflow in Zapier, then map your answers to an available Keap action.

See how to connect

LET’S PUT IT TOGETHER

From an answer
to a next step.

Set up your connection once, then let it become part of the way you work.

Explore Youform on Zapier
  1. Make a form for the information you need

    Start from a Youform template or build your own. Include the fields your next step needs, such as a name, email address, or project brief.

  2. Choose your connection in Zapier

    Connect Youform as your trigger and choose Keap as the next app. Select an action supported by the connector and your account.

  3. Map your answers and test the workflow

    Match your form fields to the action fields. Check a test result in Keap, then activate the workflow when it behaves as expected.

GOOD THINGS YOU COULD SET IN MOTION

A few ideas
to get you started.

Choose an action available in your automation tool, then use these ideas to shape your workflow.

Small business lead capture

Automatically create contacts in Keap from lead forms and trigger a welcome email sequence that introduces your business and offerings.

Appointment request automation

Capture appointment requests through a form and create contacts in Keap with tags that trigger a booking confirmation sequence.

Sales pipeline management

Create deals in Keap's pipeline from form submissions so your sales team can track and follow up on every opportunity systematically.

Client onboarding sequences

When new clients fill out an onboarding form, add them to Keap and trigger a multi-step onboarding automation with tasks, emails, and reminders.

GOOD QUESTIONS

Before you
connect.

Need a hand with your setup?

Talk to the Youform team
Is this a native Youform integration?
This connection uses Zapier between Youform and Keap. You configure the action and field mapping in Zapier.
Which actions can I use?
Choose from the actions currently available for Keap in Zapier. Your connected account and the fields required by that action determine what you can send.
How can form answers guide a Keap follow-up sequence?
Map the contact details and choose the tag or field your Keap automation uses as an entry condition. Configure the sequence in Keap, then verify that the record change actually meets that condition.
Which plan do I need?
Youform offers unlimited forms and responses on its free plan, within fair usage guidelines. Check the current plans for your chosen features. Any connected app or automation service has its own pricing and usage limits.