Keap + InsuraMate AI
Keap CRM contacts are kept in sync with every call InsuraMate AI handles.
What this integration does
Keap is the engine some agencies run their entire customer journey on. We make sure every phone interaction shows up in the right Keap automation.
Calls match to existing Keap contacts by phone, or a new contact is created and tagged based on call type.
Call outcomes can trigger Keap automations: send a follow-up email, schedule a renewal nudge, route to a producer's task list.
The full transcript is attached to the contact's Keap activity history.
What's included
- Contact match and creation
- Call outcomes trigger Keap automations
- Tags applied based on call topic
- Tasks created in the right campaign
- Transcripts in contact activity
Best for
An agency using Keap as their CRM and automation hub who wants phone calls fully integrated into customer journeys.
See Keap working with InsuraMate AI on a real call.
A 15-minute demo with our founder. We'll walk through your exact workflow.