| name | sales-keap |
| description | Keap platform help — small-business CRM + marketing automation (formerly Infusionsoft): Campaign Builder / When-Then automations, email + SMS marketing, sales pipeline, invoicing/payments, appointments, and a REST v2 API (OAuth 2.0, Personal Access Tokens, REST Hooks webhooks). Use when Keap automations or campaigns aren't triggering reliably, the Campaign Builder feels too complex to set up, per-contact pricing keeps climbing, Keap blocked or throttled your account over spam complaints, you're deciding between Max Classic and the new Keap/Ultimate interface, building a Keap API or webhook integration, syncing Keap contacts to another CRM or data warehouse, or pulling campaign/tag/order data through the API. Do NOT use for comparing Keap against other CRMs (use /sales-crm-selection) or multi-step funnel strategy across tools (use /sales-funnel). |
| argument-hint | [describe what you need help with in Keap] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","crm","platform"] |
| github | https://github.com/infusionsoft |
Keap Platform Help
Keap (formerly Infusionsoft) is an all-in-one small-business CRM + marketing automation platform — contacts, the drag-and-drop Campaign Builder, email/SMS, sales pipeline, invoicing, and a REST v2 API.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
Figure out which of these the user needs (ask only if their prompt doesn't already say):
-
What kind of problem is this?
- A) Automation/Campaign Builder behavior (triggers, sequences, tags not firing)
- B) Deliverability / account got blocked or throttled
- C) Pricing, plan, or which interface (Max Classic vs new Keap/Ultimate)
- D) API / webhook / integration build
- E) Choosing whether Keap is the right CRM at all
-
Which interface are they on? Max Classic (legacy Infusionsoft) vs the newer Keap (Pro/Max/Ultimate). Features and API behavior differ.
Skip-ahead rule: if the user's prompt already has enough context, skip to Step 2 or Step 3.
Step 2 — Route or answer directly
| Problem domain | Route to |
|---|
| Comparing Keap vs HubSpot/GoHighLevel/Attio or picking a CRM | /sales-crm-selection {user's question} |
| Multi-step funnel / landing-page strategy across tools | /sales-funnel {user's question} |
| Email-marketing strategy (segmentation, deliverability) across platforms | /sales-email-marketing {user's question} |
| SMS-marketing strategy / compliance (TCPA, opt-in) | /sales-sms-marketing {user's question} |
| General inbox-placement / sender-reputation strategy | /sales-deliverability {user's question} |
| Connecting Keap to other tools (Zapier/Make/native) | /sales-integration {user's question} |
When routing, give the exact command, e.g. "This is a CRM-comparison question — run: /sales-crm-selection should I move from Keap to HubSpot".
Step 3 — Keap platform reference
Read references/platform-guide.md for the full reference — capabilities & automation surface, pricing/plan gates, data model (JSON shapes), integration recipes (cURL + Python), and integration patterns. For raw API detail (endpoints, OAuth, REST Hooks), read .
