How to Set Up Webhook Inside Keap Using Pabbly Connect

Learn how to set up a webhook inside Keap using Pabbly Connect. Follow our step-by-step tutorial to automate your CRM processes effectively. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Webhook in Keap with Pabbly Connect

In this section, we will explore how to set up a webhook inside Keap using Pabbly Connect. Start by accessing your Pabbly Connect account and navigate to the trigger window. Search for ‘Keap CRM’ as your trigger application and select it.

Once selected, choose the trigger event as ‘Add Tag to Contact’. This event will initiate the workflow whenever a tag is added to a contact in Keap. After selecting this, you will see a webhook URL generated by Pabbly Connect, which acts as a bridge to connect your Keap account.

2. Creating Automation in Keap

Next, we will create automation in Keap that utilizes the webhook URL from Pabbly Connect. Log into your Keap account and go to the ‘Automation’ section. Click on ‘Automation Builder’ and then select ‘Create New Automation’.

• Name your automation (e.g., Pabbly Connect).
• Select a category for your automation.
• Click on ‘Save’ to update the automation details.

After saving, drag the ‘Goal’ option into the automation builder. Set the goal to be triggered when a specific tag is applied. This is crucial for the integration with Pabbly Connect to function correctly.

3. Configuring HTTP Post Process in Keap

In this step, we will configure the HTTP Post process to send data to Pabbly Connect. In the automation sequence, drag the ‘Send HTTP Post’ process into the workflow. This process will send the data whenever the goal is triggered.

Click on ‘View and Edit’ for the HTTP Post process. Here, you will need to paste the webhook URL copied from Pabbly Connect. This URL is essential for the data transfer between Keap and Pabbly Connect.

• Select the ‘Merge’ option to map contact fields.
• Add the first name, last name, and email fields manually.
• Click on ‘Test’ to ensure the setup works correctly.

Once the test is successful, you will receive a confirmation response in Pabbly Connect. This indicates that the integration is functioning as intended.

4. Finalizing and Publishing Automation

After testing the HTTP Post process, it’s time to finalize the automation in Keap. Go back to the automation settings and change the status from ‘Draft’ to ‘Ready’. This step ensures that your automation is active and ready to capture data.

Next, click on ‘Publish’ to make the automation live. This will enable the webhook to start capturing data from Keap and sending it to Pabbly Connect whenever a tag is added to a contact.

Ensure all details are correct before publishing. Review the automation checklist for any errors.

Once published, the automation will be active, allowing you to capture contact details automatically in Pabbly Connect.

5. Testing Integration with Google Sheets

The final step involves testing the integration by adding a tag to a contact in Keap. Go to your contacts, select a contact (e.g., Jane Carris), and add the designated tag. This action will trigger the webhook setup in Pabbly Connect.

After adding the tag, check Pabbly Connect to see if the data has been received successfully. You should see the contact’s details, including the contact ID, first name, last name, and email.

Confirm that the data appears correctly in Pabbly Connect. Ensure the information is accurately recorded in Google Sheets.

This successful test confirms that whenever a tag is added to a contact in Keap, the details will be automatically sent to Pabbly Connect and can be recorded in Google Sheets.

Conclusion

Setting up a webhook inside Keap using Pabbly Connect allows for seamless integration of your CRM with other applications. This process automates the transfer of contact details, enhancing efficiency and data management.