Automated File Connection

Keap Data Integration | CRM & Marketing Automation Analytics

Connect Keap through scheduled exports. Your AI agent reads contacts, opportunities, invoices, tags, and appointment data — then correlates with cross-channel insights from 1,400+ data sources.

  • 1,400+ data sources
  • Any warehouse or BI tool
SOC 2 Type II, examined by BARR Advisory HIPAA: we sign Business Associate Agreements
improvado.io/agent · Keap
A
Improvado Agent
Connected to Keap
Which Keap contacts tagged as VIP have open invoices over $10,000?
12 contacts match: avg invoice $14,200, oldest outstanding 47 days.
Send me this list every Monday until these invoices are paid?
Done — weekly digest set for 12 contacts. Recommended: tag them 'urgent-followup' in Keap and book 12 calls this week.

Trusted by data-driven teams

1,400+
Data sources
200+
Keap Fields
99.9%
SLA Uptime
0
Pipelines to maintain
SOC 2
Type II
Key Takeaways

What your AI agent extracts from Keap

Improvado loads contacts with email and phone details, opportunities across your sales pipeline, invoices with status and reminders, appointment logs, tags for automation triggers, and email/text engagement metrics including opens and clicks from scheduled Keap exports sent by email, SFTP or S3. Your agent queries lead sources, deal stages, product performance, and customer relationship timelines without manual downloads.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Keap exports
Refreshed on your schedule Each new export loads automatically. No stale dashboards.
Cross-channel normalization Marketing CDM unifies your data with 1,400+ data sources into one schema. No manual mapping.
Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio
AI Agent access via MCP Query and monitor Keap through Claude, ChatGPT, Cursor, or any MCP client
Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.
Automated file delivery Exports arrive by email, SFTP or S3 on your schedule. Columns are mapped automatically.
Zero ongoing maintenance No connector to build or maintain. Your team focuses on analysis.
Integration Details

Comprehensive CRM and Sales Data Coverage

Improvado loads exported contacts with email and phone details, opportunities across your sales pipeline with deal stages and values, invoices with payment status and reminders, appointment logs, and tags for automation triggers. We capture email and text engagement metrics including opens and clicks, lead sources, product performance, and complete customer relationship timelines.

Keap exports · email, SFTP or S3 · on your schedule
Schema Overview

Data objects and fields Improvado extracts from Keap

Object Fields
Contacts
contact_id email phone lead_source tags last_activity_date
Opportunities
opportunity_id contact_id stage value probability created_date last_updated
Invoices
invoice_id contact_id amount status due_date reminder_sent paid_date
Appointments
appointment_id contact_id scheduled_time type status notes
EmailEngagement
contact_id campaign_id sent_date opened clicked bounced
How it works

From scheduled exports to answers in three steps

01

Connect

Connect: Schedule Keap exports to Improvado by email, SFTP or S3; Improvado loads contacts, opportunities, invoices, tags, and appointments.
02

Ask

Query: Ask 'Which contacts opened my last email but haven't scheduled a call?' and your agent surfaces names, open rates, and last interaction dates from Keap's CRM and engagement logs.
03

Report

Report: Your agent recommends tags for Keap automation workflows, flags contact fields to update, tracks deals through pipeline stages, and suggests follow-up appointments — all sent as reports to Slack or email.
Use Cases

What teams ask their AI agent about Keap

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →
A
Improvado Agent Analysis

Which tagged contacts in my Keap pipeline have open invoices over $5,000?

Your AI agent analyzes Keap data and delivers actionable insights — automatically, in seconds.

4 hrs → 20 min
A
Improvado Agent Cross-channel

Compare Keap email open rates with Mailchimp campaigns for Q1 nurture sequences

Your AI agent analyzes Keap data and delivers actionable insights — automatically, in seconds.

Manual → auto
A
Improvado Agent Reporting

List all Keap contacts who clicked last week's promo as 'warm lead' candidates for follow-up

Your AI agent analyzes Keap data and delivers actionable insights — automatically, in seconds.

3 hrs → 15 min
AI Agent Access

Your agent doesn't just read Keap — it watches it.

Claude, ChatGPT, and Cursor can track tags and automated workflow results, compare contact details, report on opportunities in your sales pipeline, and recommend appointments based on cross-platform signals. Your team makes every change in Keap; the agent sends the alerts and reports.

Explore MCP →

Read

Read: Contacts with email and phone, opportunities with sales stages and values, invoices with status and reminders, tags for automation triggers, appointment logs, and email/text engagement metrics including opens and clicks.

Report

Report: Report on tagged contacts, compare contact details, track new and advancing opportunities, summarize appointments, and send digests on automation workflows based on cross-platform signals.

Monitor

Monitor: Track pipeline velocity, invoice aging, email engagement trends, tag application frequency, and appointment conversion rates with each export across your entire marketing stack.
Improvado Agent · Keap
You
Show me tagged contacts in my pipeline with open invoices over $5,000
A
High-Value Open Invoices
Contact Pipeline Stage Invoice Amount
Riverside Manufacturing Negotiation $12,450
Summit Logistics LLC Proposal Sent $8,920
Apex Consulting Group Decision $7,340
Horizon Tech Solutions Negotiation $6,780
Cascade Retail Co Proposal Sent $5,615
5 contacts · $41,105 outstanding · avg $8,221 per invoice
You
Send a weekly 'high-value-follow-up' digest of these contacts to #sales every Monday
A
Weekly digest scheduled
5 contacts · first digest Dec 16 · #sales
Works with
ClaudeChatGPTCursorGeminiAny MCP Client
SOC 2 Type II
Certified Security
HIPAA
Health Data Privacy
GDPR
EU Data Protection
CCPA
CA Privacy Standard
Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, reports, and monitors — with Keap as one of 1,400+ data sources.

Feature Improvado Supermetrics Funnel.io Fivetran
Data fields extracted 200+ ~90 ~120 ~80
Total data sources 1,400+ ~150 ~500 ~300
Cross-channel normalization (CDM) ✓ Built-in ✗ Manual Basic mapping ✗ Raw only
AI Agent access (MCP) ✓ Read, Report, Monitor ✗ ✗ ✗
Data warehouse destinations ✓ 16+ warehouses & BI tools Sheets, Looker, BigQuery BigQuery, Snowflake, Redshift ✓ Broad warehouse support
Refresh frequency Every 15 min Scheduled triggers Daily / 6hr Every 15 min (premium)
SOC 2 Type II & HIPAA ✓ ✗ SOC 2 only ✓ SOC 2 ✓
Best for Teams that want an AI agent, not a pipeline Small teams, spreadsheets Mid-market, data teams Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

How does Improvado connect to Keap?
Improvado receives scheduled Keap report exports by email, SFTP or S3. Setup: schedule exports in Keap, map the data objects you need, and Improvado loads each file as it arrives. Historical data is available for contacts, opportunities, invoices, and engagement metrics included in your exports.
What Keap data does Improvado pull?
Improvado extracts contacts with email, phone, and lead source; opportunities with sales stage and value; invoices with status, amounts, and reminder logs; products; appointments with scheduling details; tags for automation triggers; and email/text engagement including opens, clicks, and delivery status. All objects load with their associated metadata and timestamps for complete customer journey tracking.
How often does Keap data refresh?
Keap data refreshes each time a scheduled export arrives by email, SFTP or S3, covering contacts, tags, opportunities, and invoices. The refresh frequency follows the export schedule you set in Keap.
Can the AI agent write data back to Keap?
No. Improvado receives Keap data through scheduled exports, so the agent does not change anything in Keap. It reports on contact tags and fields, opportunities by pipeline stage, appointments, and automation results, sets alerts, and recommends follow-ups for your team to make in Keap.
Is Keap data secure with Improvado?
Improvado is SOC 2 Type II certified and GDPR compliant. All Keap credentials are stored in an encrypted vault, and data in transit uses TLS 1.2+. Export delivery credentials are never exposed to end users. Role-based access controls ensure only authorized team members can query Keap data, and all activity is logged for audit.
How does Keap connect with other platforms in Improvado?
Improvado maps Keap contacts, opportunities, and engagement metrics to a Common Data Model shared across 1,400+ data sources. Your AI agent can compare Keap email performance with Mailchimp or HubSpot, correlate invoice data with Stripe payments, or enrich Keap contacts with LinkedIn Ads audience insights — all in a single query without manual joins.