Keap Trigger consultants

We can help you automate your business with Keap Trigger and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Keap Trigger.

Integration And Tools Consultants

Keap Trigger

About Keap Trigger

Keap Trigger is an automation node that fires when specific events happen inside Keap (formerly Infusionsoft) — such as a new contact created, a tag applied, a purchase completed, or a form submitted. It allows businesses to respond instantly to CRM events without polling or manual checks.

Small and mid-sized businesses use Keap for CRM, email marketing, and sales pipeline management. The Keap Trigger extends that functionality by connecting Keap events to external tools — your accounting software, project management platform, SMS gateway, or any other system your business relies on.

At Osher, we build Keap Trigger workflows in n8n that automate the repetitive tasks that follow CRM events. When a lead fills out a form, the workflow can score the lead, assign it to a sales rep, create a task in your project management tool, and send a personalised SMS — all within seconds. We have built similar CRM-driven automations for clients across professional services and e-commerce. Visit our sales automation page to see how we approach these workflows.

If your sales or marketing team is manually updating records, sending follow-up emails, or transferring data between Keap and other tools, a Keap Trigger integration removes that busywork and lets your team focus on closing deals.

Keap Trigger FAQs

Frequently Asked Questions

What does the Keap Trigger do?

How does Keap Trigger integrate with other tools?

What is a common use case for Keap Trigger?

How quickly can a Keap Trigger integration be set up?

Is Keap Trigger suitable for high-volume sales operations?

Can Osher help automate my Keap CRM workflows?

How it works

We work hand-in-hand with you to implement Keap Trigger

Step 1

Process Audit

We review your current Keap setup — contact management, sales pipelines, email sequences, and how data moves between Keap and your other business tools. This shows us where manual steps are slowing down your sales process.

Step 2

Identify Automation Opportunities

We identify every CRM event that triggers manual work — new contacts, tag changes, purchases, form submissions. Each of these events becomes a starting point for automated workflows that save your team time.

Step 3

Design Workflows

We design n8n workflows using Keap Trigger that respond to CRM events and route data to your sales, marketing, and operational tools. Workflows include conditional logic for lead scoring, routing, and personalised follow-up sequences.

Step 4

Implementation

We build and deploy the Keap Trigger workflows, connecting your CRM to every downstream system. We configure API authentication, set up event listeners, and map data fields to ensure accurate, reliable data flow.

Step 5

QA Review

We test every workflow with real CRM scenarios — new contacts, tag applications, purchases, form submissions — to verify data arrives correctly in all connected systems. Edge cases like duplicate contacts and missing fields are handled.

Step 6

Support & Maintenance

After launch, we monitor your Keap integrations and handle any adjustments needed. If your sales process evolves or Keap releases API updates, we update the workflows to keep everything running smoothly.

Transform your business with Keap Trigger

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Keap Trigger consultation.