Keap Integration Features
When creating a quote in Quoter, you can search for an existing Keap contact or create a new one automatically.
When a Person is created or edited in Quoter, the customer’s contact information will be automatically pushed to your Keap account under contact.
- If a person with a matching email address already exists in Keap, changes will not be pushed.
When a quote is created or edited in Quoter, selected tags will be pushed as contact tags.
- A copy of the Quote PDF will be added to the contact’s files.