Looking for a simple way to connect Keap with an AI answering service? You’re in the right place. This page explains exactly how to use the Keap + answering service integration through Upfirst and Zapier. Whether you’re a law firm, real estate agency, or home services contractor, you’ll learn how to automate follow-ups, log calls, and keep your CRM organized—without any tech headaches.
What is Keap?
Keap (formerly Infusionsoft) is a popular CRM and marketing automation tool built for small businesses. It helps you organize contacts, send emails, manage sales pipelines, and automate repetitive tasks—all in one place. If you run a service business and want to keep customer details, appointments, and follow-ups under control, Keap is a smart choice.
What can you do with Keap and Upfirst’s AI answering service?
By connecting Upfirst’s AI answering service with Keap using Zapier, you unlock a whole new level of automation. Here are some of the most valuable workflows you can set up with the Keap answering service integration:
1. Automatically create or update contacts after every call
How it works:
When Upfirst finishes a call, Zapier receives the caller’s details and their answers to your custom questions (like name, email, service needed, etc.). Zapier then creates or updates a contact in Keap with this info—no manual entry needed.
Why it’s useful:
Perfect for real estate or legal firms who get lots of inbound calls. Every potential client is instantly logged in your CRM, so you never miss a follow-up, and you avoid duplicate records.
2. Qualify and route leads based on call details
How it works:
Upfirst collects answers to key questions (like budget or case type). You can use Zapier’s Filters and Paths to sort calls: for example, if a caller’s budget is over $10,000, automatically create an Opportunity in Keap and assign a high-priority tag. If it’s under, just log the call as a note.
Why it’s useful:
Great for service businesses that want to focus on high-value leads. Set up Keap virtual receptionist integration to make sure big opportunities never slip through the cracks.
3. Instantly add callers to campaigns or send personalized follow-ups
How it works:
After a call, Zapier can add the contact to a Keap campaign (like an automated onboarding sequence) or create a follow-up task for your team. You could even personalize the message based on what the caller said.
Why it’s useful:
This is a time-saver for busy contractors or agencies. Every caller gets the right next step—automatically—so you can focus on running your business.
4. Log every call in Keap with a full transcript
How it works:
Upfirst sends a complete transcript and summary of each call to Keap as a Note. This gives you a searchable record of conversations, so you always know what was said and when.
Why it’s useful:
Especially handy for law firms or financial services who need documentation for compliance or customer service quality.
What actions can you trigger in Keap after our virtual receptionist answers a call?
With the Keap answering service integration, you can automate the following actions in Keap via Zapier:
- Create Note
- Create or Update Contact
- Create Task
- Remove Tag from Contact
- Add Tag to Contact
- Create Product
- Create Opportunity
- Update Opportunity
- Create Order
- Create Invoice
- Create Appointment
- Create Campaign
- Add Contact to Campaign
- Remove Contact from Campaign
- Create Custom Field
- Update Custom Field
These actions cover everything from basic call logging to advanced sales pipeline automation.
How to connect Keap to Upfirst
Getting set up is easier than you might think. Here’s a step-by-step guide:
- Sign up for Upfirst and Keap
Make sure you have accounts for both services. You’ll also need a free Zapier account. - Set up your call questions in Upfirst
Inside Upfirst, go to Agent → Ask Questions. List the info you want your AI receptionist to collect (like name, email, service needed, etc.). - Create a Zap in Zapier
- Log in to Zapier and click “Create Zap”.
- Set Upfirst as the Trigger app. Choose the “Call Completed” trigger.
- Connect your Upfirst account. Zapier will prompt you for an API key—follow the instructions in Upfirst to get this.
- Test the trigger to make sure Zapier pulls in sample call data.
- Set Keap as the Action app
- Choose the action you want (e.g., “Create or Update Contact” or “Create Note”).
- Connect your Keap account.
- Map the fields from Upfirst to the right fields in Keap (for example, map “Caller Name” to “First Name,” and so on).
- Use Filters or Paths if you want different outcomes for different call types (for example, only create Opportunities for qualified leads).
- Test your Zap
Run a test to confirm everything is working. Zapier will show you a sample record in Keap so you can check your setup. - Turn on your Zap
Once you’re happy, turn the Zap on. Your Keap answering service integration is live!
If you want to get more advanced, you can add steps to send notifications, delay actions until business hours, or even analyze call transcripts with AI. But for most small businesses, the steps above will give you a rock-solid workflow.
Connecting Keap to Upfirst’s AI answering service saves you hours of manual work and helps you deliver a faster, more professional response to every customer. With the Keap virtual receptionist integration, you can focus on growing your business—while your CRM updates itself automatically.
