Keap logoCRM integration

Keap reporting & pipeline

Turn contacts, companies, opportunities, pipeline, tasks, orders, products, source attribution, owners, currency, and timezone from Keap into 93 governed metrics for dashboards, agent answers, and cross-channel reporting.

What you can do with Keap in Maven

Maven models Keap into governed metrics from the semantic layer for dashboards, agent answers, and cross-channel reporting. Report Keap alongside Google Ads, LinkedIn Ads and Google Analytics 4. Keep the same definitions in every report without rebuilding exports or metric logic.

Questions you can ask

Just ask Maven about Keap

Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.

What is our deal pipeline value by stage for deals created in the last 90 days?

Show closed deals by stage

Show average days to close by owner

Show average open deal age by owner

Show open pipeline by stage

Show won and lost deals in the latest pipeline snapshot by stage

Show closed amount by pipeline in the latest pipeline snapshot

How many ServiceTitan bookings did we get in the last 30 days?

How it works

Connect Keap, then map the first workflow

No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.

Step 1

Connect Keap

Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.

Step 2

Maven syncs and models the data

Maven pulls your Keap data (12 objects) and models it into governed, conformed tables, no SQL, warehouse, or pipeline setup required.

Step 3

Report, ask, and automate

Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.

What Maven syncs from Keap

Tenant identity, currency, timezone, and reporting contextContacts, consent, geography, attribution, ownership, and custom fieldsCompanies and CRM accountsUsers and CRM ownersAcquisition sourcesOpportunity stages and forecast probabilitiesCurrent opportunities and pipelineContact and company tagsCRM task activitiesOrders, invoices, collections, and balancesOrder line items and product economicsProduct catalog

Works well with

Report Keap alongside the rest of your stack

FAQ

Keap reporting questions

Can I combine Keap with other data sources?

Yes. Keap reports alongside sources like Google Ads, LinkedIn Ads, Google Analytics 4, Klaviyo and Shopify. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.

What Keap data does Maven sync?

Maven syncs tenant identity, currency, timezone, and reporting context, contacts, consent, geography, attribution, ownership, and custom fields, companies and CRM accounts, users and CRM owners, acquisition sources and opportunity stages and forecast probabilities, and more from Keap.

How often does Keap data sync to Maven?

Maven keeps Keap data on scheduled refreshes after the source is connected, with sync status visible in the workspace before reports are shared.

Is my Keap data secure with Maven?

Yes. Maven encrypts integration credentials and tokens, scopes access to the workspace, and uses the connection only to sync the reporting data needed for governed analytics.

Ready to make client reporting easier to run and defend?

Bring one client report or disputed metric. We'll map the workflow and where Maven fits.

One report, reviewed end to end

Clear roles across data, QA, and delivery

No pitch deck. We follow up to schedule a working session.

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