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Keeper Integrations

Business Intelligence

Do more with Keeper integrations

Zapier lets you connect Keeper with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Or pick an app to pair witharrow pointing down
Integrate Ignition with KeeperIntegrate Ignition with Keeper

Ignition

Proposal & Invoice Management
Integrate Google Sheets with KeeperIntegrate Google Sheets with Keeper

Google Sheets

Google, Spreadsheets
Integrate Dubsado with KeeperIntegrate Dubsado with Keeper

Dubsado

CRM (Customer Relationship Management)
Integrate Anchor with KeeperIntegrate Anchor with Keeper

Anchor

Proposal & Invoice Management
Integrate Microsoft Outlook with KeeperIntegrate Microsoft Outlook with Keeper

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Gmail with KeeperIntegrate Gmail with Keeper

Gmail

Email, Google
Integrate Chargebee with KeeperIntegrate Chargebee with Keeper

Chargebee

Payment Processing
Integrate LeadConnector with KeeperIntegrate LeadConnector with Keeper

LeadConnector

Marketing Automation
Integrate Notion with KeeperIntegrate Notion with Keeper

Notion

Task Management
Integrate Ignition with KeeperIntegrate Ignition with Keeper

Ignition

Proposal & Invoice Management
Integrate Google Sheets with KeeperIntegrate Google Sheets with Keeper

Google Sheets

Google, Spreadsheets
Integrate Dubsado with KeeperIntegrate Dubsado with Keeper

Dubsado

CRM (Customer Relationship Management)
Integrate Anchor with KeeperIntegrate Anchor with Keeper

Anchor

Proposal & Invoice Management
Integrate Microsoft Outlook with KeeperIntegrate Microsoft Outlook with Keeper

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Gmail with KeeperIntegrate Gmail with Keeper

Gmail

Email, Google
Integrate Ignition with KeeperIntegrate Ignition with Keeper

Ignition

Proposal & Invoice Management
Integrate Google Sheets with KeeperIntegrate Google Sheets with Keeper

Google Sheets

Google, Spreadsheets
Integrate Dubsado with KeeperIntegrate Dubsado with Keeper

Dubsado

CRM (Customer Relationship Management)
Integrate Anchor with KeeperIntegrate Anchor with Keeper

Anchor

Proposal & Invoice Management
Integrate Microsoft Outlook with KeeperIntegrate Microsoft Outlook with Keeper

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Gmail with KeeperIntegrate Gmail with Keeper

Gmail

Email, Google
Integrate Chargebee with KeeperIntegrate Chargebee with Keeper

Chargebee

Payment Processing
Integrate LeadConnector with KeeperIntegrate LeadConnector with Keeper

LeadConnector

Marketing Automation
Integrate Notion with KeeperIntegrate Notion with Keeper

Notion

Task Management

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Quickly automate Keeper integrations with Zapier's templates

  • Create Keeper clients and apply templates from newly accepted Ignition proposals

    Details
    Try it
    • Ignition logo
    • Keeper logo
    Ignition + Keeper

  • Create tasks in Keeper from new flagged emails in Microsoft Outlook

    Details
    Try it
    • Microsoft Outlook logo
    • Keeper logo
    Microsoft Outlook + Keeper

  • Update Slack channel messages when new status updates occur in Keeper

    Details
    Try it
    • Keeper logo
    • Slack logo
    Keeper + Slack

  • Create new Keeper clients from updated HubSpot deal stages

    Details
    Try it
    • HubSpot logo
    • Keeper logo
    HubSpot + Keeper

  • Create Keeper clients from newly accepted Ignition proposals

    Details
    Try it
    • Ignition logo
    • Keeper logo
    Ignition + Keeper

  • Create new Keeper clients when pipeline stages change in LeadConnector

    Details
    Try it
    • LeadConnector logo
    • Keeper logo
    LeadConnector + Keeper

Create Keeper clients and apply templates from newly accepted Ignition proposals

Details
Try it
  • Ignition logo
  • Keeper logo
Ignition + Keeper

Create tasks in Keeper from new flagged emails in Microsoft Outlook

Details
Try it
  • Microsoft Outlook logo
  • Keeper logo
Microsoft Outlook + Keeper

Update Slack channel messages when new status updates occur in Keeper

Details
Try it
  • Keeper logo
  • Slack logo
Keeper + Slack

Create new Keeper clients from updated HubSpot deal stages

Details
Try it
  • HubSpot logo
  • Keeper logo
HubSpot + Keeper

Create Keeper clients from newly accepted Ignition proposals

Details
Try it
  • Ignition logo
  • Keeper logo
Ignition + Keeper

Create new Keeper clients when pipeline stages change in LeadConnector

Details
Try it
  • LeadConnector logo
  • Keeper logo
LeadConnector + Keeper

Supported triggers and actions

What does this mean?
  • Keeper triggers, actions, and search

    Close Status Update

    Triggers when the status of a close is modified.

    Trigger
    Instant
    Try It

    • Contact EmailRequired

    Action
    Write

    • Client IDRequired

    • EmailRequired

    • Phone Number

    • First NameRequired

    • Last Name

    • Grant Financial Access

    Action
    Write

    • Client IDRequired

    • Task NameRequired

    • Due Date

    • Priority

    Action
    Write
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About Keeper

Keeper is an app to run your bookkeeping business: communicate with clients, catch coding errors, track KPIs, and manage your work.
Learn more

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