Sync Keap Data to Smartsheet

Keap
Smartsheet

Automatically Replicate Keap Data to Smartsheet

Using Flatly's easy-to-use, no-code integration platform.
Full data sets
No instructions needed
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
Flat pricing starting at $19 /month

Data sets

Companies
Contacts-Alltime
Contacts-Last X days
Date Rangable
Opportunities
Filterable
OpportunityStagePipeline
Orders-Last X days
Date Rangable
Subscriptions
Products
Transactions-Last X days
Date Rangable

Built for Synchronization

Flatly is designed to help anyone continuously export (i.e. "sync") bulk data from Keap.

If you only need to export your data one time, check the website of Keap to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Combined Data Sets

This integration provides pre-blended (combined) data sets that are related, which means more useful data for analytics and less manual work in terms of joining data.

Additional Information

Flatly uses official API channels to provide an integration with Keap.
Keap offers a marketing and sales platform for small businesses.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Smartsheet is a software as a service offering for collaboration and work management, developed and marketed by Smartsheet Inc.

File Formats

Smartsheet

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Keap from the Data Source dropdown and Smartsheet from the Data Destination dropdown.

Step 2

Authorize Keap with your credentials using the OAuth flow.

Step 3

Authorize Smartsheet with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 9 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

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OneDrive

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Walkthrough Video

Extended Data Sources

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