SureForms Integration with Keap

This guide explains how to integrate SureForms with Keap at both the global and form levels.

Global Settings

Step 1: Access SureForms Settings

• From your WordPress dashboard, navigate to SureForms → Settings.
• Click on the Integrations tab.

Step 2: Add Keap

1. Click the Add Integration button.

2. From the list of available integrations, select Keap.
   You can also use the search bar to find it quickly.

Step 3: Connect Keap

The Keap integration allows you to manage contacts, companies, products, and notes directly from SureForms form submissions.

To enable this integration:

1. Click Connect Keap.
2. You will be redirected to the Keap authorization screen.
3. Log in to your Keap account and approve access for SureForms.

Once the connection is successful, you’ll see the confirmation message:
Integration configured successfully!

Keap will now appear in the list of global integrations.

Form Settings

Step 1: Open the Form Editor

1. Go to SureForms → Forms from your WordPress dashboard.
2. Open the form where you want to integrate Keap.

Step 2: Add Keap to the Form

1. In the form editor, open the Integrations tab from the right-hand panel.
2. Click Add Integration.
3. Select Keap from the list of available global integrations.

Step 3: Configure Keap Integration

The Keap integration setup includes three tabs:
Select, Configure, and Test.

1. Select Tab

Provide the workflow details:

• Workflow Name – Required
• Action – Required

Available Actions:

• Create Contact
• Update Contact
• Create Note
• Create Product
• Create Company

After selecting the required action, click Continue.

2. Configure Tab

Configuration options vary based on the selected action.

Create Contact

• Map required fields such as:
  • Email
  • First Name
  • Last Name
• Optionally map:
  • Phone Number
  • Address
  • Custom Keap fields

Update Contact

• Map the Email or Contact ID to identify the contact.
• Map the fields you want to update.

Create Note

• Select or map the Contact or Company the note should be associated with.
• Map the Note Content field.
• Optionally map:
  • Note Title
  • Created By

Create Product

• Enable the Create Product checkbox.
• Map required product fields such as:
  • Product Name
  • Price
• Optionally map:
  • Description
  • SKU

Create Company

• Map required company details such as:
  • Company Name
• Optionally map:
  • Email
  • Phone Number
  • Address

Once all required fields are mapped, click Continue.

3. Test Tab

1. Click Test Workflow to verify your setup.
2. A success message such as:
   WordPress plugin workflow “Keap – Create Contact” tested successfully!
   confirms that the integration is working correctly.
3. Click Save Changes to complete the setup.

Integration Complete

Your form is now successfully connected to Keap.

Based on the action you selected, each form submission can now:

• Create or update contacts
• Create notes linked to contacts or companies
• Create products using the product checkbox option
• Create companies automatically

This enables seamless CRM and product data management in Keap using SureForms.