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Keap
by UiPath
0
Integration Service Connector
<100
Summary
Summary
A cloud-based CRM and email marketing system. After connecting, easily manage customers, order entries, inventory and accept payments.
Overview
Overview
Discover Keap, a sophisticated cloud-based CRM and email marketing platform designed to streamline customer management, order processing, inventory tracking and secure payment acceptance.
Initiating automation processes begins with establishing a secure connection to your Keap instance. Find comprehensive, step-by-step authentication instructions on the designated Keap authentication page.
Experience enhanced functionality through Keap's event support via polling mechanisms. Explore detailed insights into the events supported by the Keap connector on the dedicated Keap events page.
Leverage the power of Keap's connectivity to enable Keap activities in UiPath Studio. Build tailored automations that interact with your Keap data. Unlock a range of capabilities with these activities, enabling the execution of create, read, update and delete operations on your Keap objects.
For in-depth insights on Keap, delve into the Keap API documentation.
Note: The connector is currently in Preview.
Features
Features
Drive customer satisfaction to new heights by integrating Keap with UiPath. This duo empowers businesses to automate repetitive tasks, harness valuable customer data for targeted campaigns and optimize processes across the entire customer journey.
- Personalized Marketing Campaigns: Segment your customer base by behavior, preference, and demographics to create targeted campaigns. Utilize this data to automatically launch personalized email campaigns, deliver exclusive offers and craft tailored promotions that resonate with your audience.
- Efficient Payment Processing and Invoicing Automation: Streamline financial operations by automating payment processing and invoicing tasks. Generate invoices, send timely payment reminders and reconcile payments seamlessly with customer records.
- Proactive Customer Support and Engagement: Streamline ticket routing, response generation and follow-up communication to resolve issues promptly. Enhance support efficiency by implementing automated responses triggered by customer inquiries or support tickets, ensuring proactive assistance and maximizing customer satisfaction.
Technical
Updated
April 23, 2024Tags
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Support
Link: https://www.uipath.com/company/contact-us/contact-technical-supportUiPath Standard Support, see your Service Agreement.
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