Keap
Connect Keap from Integrations in the Workforce AI dashboard, then ask your AI employee to use it as part of a job. The action reference below is normalized from the current Keap toolkit reference into plain business language.
Good first jobs
Section titled “Good first jobs”- Prepare a CRM update after a customer conversation.
- Summarize open deals and next steps.
- Create a follow-up task for the right owner.
Connect Keap
Section titled “Connect Keap”- Open Workforce AI and choose Integrations.
- Find Keap and select Connect.
- Complete the provider sign-in or connection details shown on screen.
- Return to your AI employee and give it one clear job using Keap.
The provider controls which accounts and workspaces you can authorize. You can reconnect or remove the connection from the Integrations page.
Available tools
Section titled “Available tools”The available tools appear in Workforce AI after you connect Keap. Your AI employee chooses from those tools based on the job you assign.
Workforce AI applies its approval rules to actions that create, change, send, publish, move, or remove information. When an action needs approval, you will see it in Approvals before it runs.
How to ask for the work
Section titled “How to ask for the work”Use the result you want and the record or audience involved:
Using Keap, prepare a CRM update after a customer conversation. Show me the result here.
For recurring work, add the timing, the information to use, and the finish line. You can save a successful job as a schedule when it should run on a regular rhythm.
Common questions
Section titled “Common questions”Does Workforce AI need my Keap password?
Section titled “Does Workforce AI need my Keap password?”Use the provider sign-in or connection screen shown by Workforce AI. OAuth providers keep your password with the provider.
Why is a proposed action waiting?
Section titled “Why is a proposed action waiting?”Open Approvals in Workforce AI. Review the complete proposal, then approve or deny it.
How do I switch to another Keap account?
Section titled “How do I switch to another Keap account?”Open Integrations, remove or reconnect Keap, and choose the account you want during the provider sign-in.
Can I use Keap in a scheduled job?
Section titled “Can I use Keap in a scheduled job?”Yes. Once the connection and job work the way you want, tell your AI employee when the job should run.