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This guide will walk you through integrating Keap with Cometly using Zapier. Using Zapier, you can seamlessly send events to Cometly for new leads, deals created, and closed won deals.
If you’re using Keap forms embedded on your website, the Cometly Pixel will automatically capture key form field data, including first name, last name, email, and phone number. This ensures that any new event sent to Cometly is accurately linked to the original customer journey, allowing you to view detailed source data within your Cometly account.
In this guide we will cover three use cases for sending events from Keap to Cometly.
1. Leads (triggers when new contact is created in Keap)
2. Opportunity Created (triggers when a new opportunity is created in Keap)
3. Opportunity Closed Won (triggers when when a deal is moved to a Won in Keap)
4. New Payment (triggers when a new payment is created in Keap)
5. Qualified Lead (triggers when a contact is updated in Keap)
Send Lead Events
Create a New Zap in Zapier
In your Zapier account, click Create Zap.
Select Keap as the trigger app.
Choose Trigger Event
Select New Contact as the trigger event. When a new contact is created in Keap, this will trigger the Zap to send the lead event to Cometly.
Choose Cometly as the Action
For the event action choose Send Event.
Choose your event, in this case we recommend using Lead or you can create a new event in Cometly.
Follow the steps in our Zapier Integration article to set up Cometly as an action.
Send Opportunity Created Events
Create a New Zap in Zapier
In your Zapier account, click Create Zap.
Select Keap as the trigger app.
Choose Trigger Event
Select New Opportunity Event as the trigger event.
On the Configure step where it says Opportunity events this trigger will listen to, select Opportunity Added
Choose Cometly as the Action
For the event action choose Send Event.
Choose your event, in this case we recommend creating a new event in Cometly called Opportunity Created.
Follow the steps in our Zapier Integration article to set up Cometly as an action.
Send Opportunity Closed Won Events
Create a New Zap in Zapier
In your Zapier account, click Create Zap.
Select Keap as the trigger app.
Choose Trigger Event
Select Opportunity Stage Moved as the trigger event.
On the next step choose the opportunity stage that you have in your sales pipeline in Keap that indicates a deal has been moved to closed won. This selection will ensure that when a deal is moved to closed won, it will trigger the event to Cometly.
Choose Cometly as the Action
For the event action choose Send Event.
Choose your event, in this case we recommend creating a new event in Cometly called Opportunity Won.
Follow the steps in our Zapier Integration article to set up Cometly as an action.
Send New Payment Events
Create a New Zap in Zapier
In your Zapier account, click Create Zap.
Select Keap as the trigger app.
Choose Trigger Event
Select New Payment (All Payment Type) as the trigger event.
This will trigger the Zap to send payments to Cometly when any Keap payments are made (Credit Card Payments, Cash Payments, and Check Payments).
Choose Cometly as the Action
For the event action choose Send Event.
Choose your event, in this case we recommend using Purchase.
Follow the steps in our Zapier Integration article to set up Cometly as an action.
Send Qualified Lead Events
Create a New Zap in Zapier
In your Zapier account, click Create Zap.
Select Keap as the trigger app.
Choose Trigger Event
Select Updated Contact as the trigger event.
When a contact is updated, the Zap will trigger. Add a filter step between the trigger and the Cometly action to ensure data is only sent when the lead's status is updated to "qualified" (or your equivalent indicator).
Choose Cometly as the Action
For the event action choose Send Event.
Choose your event, in this case we recommend creating a new event in Cometly called Qualified Lead.
Follow the steps in our Zapier Integration article to set up Cometly as an action.