Keap Integration with OnTask

Put your focus on gaining new customers by automating the agreements that power your sales cycle with our Keap integration powered by Zapier.

About the Keap Integration

Our Keap integration is designed to help small businesses do more with less. Keap is a CRM built for service-based small businesses. Keap automates sales and marketing activities. Pairing it with OnTask means users can automate the creation, sending, and signing of all the agreements and documents needed.

What You Need

OnTask account
Keap account
Zapier account

How to Get Set Up

Create your workflow in OnTask
Add a custom tag in Keap to trigger Zapier
Connect OnTask with Keap via Zapier

Keap OnTask Benefits

Spend more time closing deals and less time on getting contracts signed.

Fast Document Generation

Create sales documents with a few clicks of a button. OnTask can use information stored in Keap to generate contracts and agreements like waivers, master services agreements, and NDAs.

Fewer Touchpoints

Fewer touchpoints mean less time spent creating a single document, and fewer chances for avoidable errors.

Customer Satisfaction

With OnTask’s Keap integration, creating documents with a professional look is easy. Give customers the right impression with branded documents that send the right message.

Use our Keap Integration to:

Generate and send digital agreements to customers and prospects.
Create a custom, automated sales process
Automatically set reminders for documents sent in OnTask to ensure documents get signed.

View More Integrations

Explore a variety of software integrations to enhance your OnTask experience.

Zapier

Have a CRM, HRIS system, or other client management tool you can’t live without? Using OnTask’s Zapier integration, you can connect the apps you love and let the productivity flow.

Google Drive

Stay in sync. Automatically export documents into Google Drive as part of your workflow for easy cross-platform access.

Salesforce

Sales, HR, and marketing teams rejoice. Using OnTask’s Salesforce integration, you can automatically export documents into Salesforce’s web-based CRM as part of your workflow.

SharePoint

Manage and store documents with ease. OnTask’s Sharepoint integrations allow you to export documents to SharePoint’s powerful web-based team collaboration software as part of your workflow.

Amazon S3

Amazon S3 is a highly secure web-based storage solution for businesses. OnTask’s Amazon S3 integration allows you to automatically export completed documents to your selected storage bucket as part of your workflow.

Keap

Put your focus on gaining new customers by automating the agreements that power your sales cycle with our Keap integration powered by Zapier.

Frequently Asked Questions

Is it easy to integrate Keap and OnTask?

Yes. Our Keap integration can be set up in just a few steps with the help of Zapier. Here is a walkthrough on how to get set up.

Is Keap easy to use?

Keap is known for its ease of use and easy setup because a dedicated customer success manager is assigned to every plan. Learn more about using Keap here.

How can you use Keap and OnTask together?

Keap is a small business CRM that automates sales and marketing activities. OnTask offers eSignatures, forms, documents, and automated workflows to power your business further. You can use the Keap integration to:

Send and sign agreements or contracts
Automate the creation of agreements or contracts
Route documents
Track document status
Set automated reminders and follow-ups
Automatically store documents in the location of your choice

Don’t See the Integration You’re Looking For?

We’re here to ensure you have the tools to succeed. If you don’t see the integration you’re looking for, request it here.

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