Keap platform help — small-business CRM + marketing automation (formerly Infusionsoft): Campaign Builder / When-Then automations, email + SMS marketing, sales pipeline, invoicing/payments, appointments, and a REST v2 API (OAuth 2.0, Personal Access Tokens, REST Hooks webhooks). Use when Keap automations or campaigns aren't triggering reliably, the Campaign Builder feels too complex to set up, per-contact pricing keeps climbing, Keap blocked or throttled your account over spam complaints, you're deciding between Max Classic and the new Keap/Ultimate interface, building a Keap API or webhook integration, syncing Keap contacts to another CRM or data warehouse, or pulling campaign/tag/order data through the API. Do NOT use for comparing Keap against other CRMs (use /sales-crm-selection) or multi-step funnel strategy across tools (use /sales-funnel).
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategorySalesStars0
About this skill
Keap platform help — small-business CRM + marketing automation (formerly Infusionsoft): Campaign Builder / When-Then automations, email + SMS marketing, sales pipeline, invoicing/payments, appointments, and a REST v2 API (OAuth 2.0, Personal Access Tokens, REST Hooks webhooks). Use when Keap automations or campaigns aren't triggering reliably, the Campaign Builder feels too complex to set up, per-contact pricing keeps climbing, Keap blocked or throttled your account over spam complaints, you're deciding between Max Classic and the new Keap/Ultimate interface, building a Keap API or webhook integration, syncing Keap contacts to another CRM or data warehouse, or pulling campaign/tag/order data through the API. Do NOT use for comparing Keap against other CRMs (use /sales-crm-selection) or multi-step funnel strategy across tools (use /sales-funnel).
Quick start
Copy the install prompt. Use the green button above this README.
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Keap platform help — small-business CRM + marketing automation (formerly Infusionsoft): Campaign Builder / When-Then automations, email + SMS marketing, sales pipeline, invoicing/payments, appointments, and a REST v2 API (OAuth 2.0, Personal Access Tokens, REST Hooks webhooks). Use when Keap automations or campaigns aren't triggering reliably, the Campaign Builder feels too complex to set up, per-contact pricing keeps climbing, Keap blocked or throttled your account over spam complaints, you're deciding between Max Classic and the new Keap/Ultimate interface, building a Keap API or webhook integration, syncing Keap contacts to another CRM or data warehouse, or pulling campaign/tag/order data through the API. Do NOT use for comparing Keap against other CRMs (use /sales-crm-selection) or multi-step funnel strategy across tools (use /sales-funnel).
About this listing
Category
Sales
Reported license
Not specified
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI