VITAL GUIDES

Narrow, technical how-tos for connecting Keap to the software your business actually runs on. Written from work we were paid to do, which is why they cover the parts the documentation leaves out. No gated PDFs, no email wall, no course.

01 KeapREST v2 Published
MIGRATE KEAP FROM XML-RPC TO REST v2 BEFORE THE SUNSET
Keap is turning off its oldest API, and plenty of businesses use it without knowing. What actually changes moving to REST v2, the OAuth switch, the endpoints with no equivalent yet, and the opt-in detail that quietly makes migrated contacts non-marketable while returning a clean 200.
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02 KeapClickUp Published
TURN A KEAP TAG INTO A BUILT CLICKUP PROJECT
One tag fires and the client's whole ClickUp structure exists: space, list, board, and a task carrying the discovery notes. Find or create at every step so a re-fired tag never duplicates anything, plus the auth gotcha that catches everyone exactly once.
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03 CalendlyPower AutomateKeap Published
GET CALENDLY'S AI MEETING NOTES INTO KEAP
Note Taker writes the recap and emails it to you, where it dies. Parsing that email into real CRM fields, resolving them by label so adding one needs no redeploy, and why this guide matches on email when the last one told you never to.
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04 CalendlyKeap Published
CONNECT CALENDLY TO KEAP WITHOUT ZAPIER
Every tutorial says match the booking to a contact by email. That advice is why your CRM has three records for the same person. The approach that never matches at all, works on the free Calendly plan, and costs nothing per booking.
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Why these are so narrow. A guide called "CRM automation best practices" helps nobody. A guide called "connect Calendly to Keap without duplicate contacts" is the exact thing someone types at 11pm when their CRM has three of the same person in it. We write the second kind, because that is the kind we needed and could not find. Together they cover a client lifecycle that runs itself — booked, met, recapped, filed, the project built before anyone opens a laptop — alongside the deeper plumbing, like keeping your Keap integration alive through the XML-RPC sunset. Same kind of guide throughout: the specifics, not the overview.

Rather not build it yourself?

WE HAVE BEEN DOING THIS
SINCE 2010.

Every guide here came out of work we were hired to do. If you would rather it just worked, that is a conversation we would enjoy having.

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