Keap

Connect Keap to Quin and deal stages, tags, tasks, and contact notes update from what happened on a call, instead of waiting on someone to log back in after the fact.

What you can do with Keap and Quin

• Move deal stages based on the call.
  Language that signals a change, someone agreeing to move forward or backing out, updates the matching opportunity and its stage right after the call ends.
• Refresh tags to match a contact's real status.
  A tag can switch from prospect to customer the moment a deal closes, instead of staying stale and triggering the wrong campaign.
• Turn verbal commitments into tasks with real due dates.
  A promise like "I'll get you that by Friday" becomes a Keap task tied to the right contact with that date attached.
• Log meeting notes to the correct contact record.
  Quin checks what was said against your Keap records and logs the note to the matching contact, flagging anything that doesn't match cleanly.
• Follow guidelines that map language to specific stages.
  A phrase like "let's move forward" ties to a stage you've defined ahead of time, rather than Quin guessing at what it means.
• Create a follow-up task after every call, when set that way.
  A guideline like "always create a follow-up task after sales calls" builds a task from the shape of the conversation, even without an explicit promise.

Who this helps most

• Sales teams running campaigns off tags, where an outdated tag can send a customer the same email meant for a prospect.
• Small business owners handling both sales and follow-up, since a promise made on one call is easy to lose once three more calls happen before lunch.
• Anyone building a forecast off deal stages, where stale stages make it a guessing game rather than a real picture of the business.

How this shows up day to day

• A renewal call ends with "let's do it, send the contract."
  Quin moves the opportunity forward and swaps the contact's tag from prospect to customer right after the call.
• An advisor promises an updated illustration by Friday.
  The task lands on the contact's Keap record with that due date, so it doesn't depend on anyone remembering the promise.
• A portfolio review turns up a new detail about a 529 plan.
  The note lands on the client's Keap record with enough detail that anyone covering that account later can pick the conversation back up.

Frequently asked questions

What happens when I connect Keap?
Quin starts updating deal stages, tags, tasks, and contact notes in Keap based on what's discussed on your calls.

How does Quin know which stage a phrase maps to?
You set that mapping ahead of time in Guidelines, so a phrase like "ready to sign" ties to a specific stage your team already uses.

What if a contact's name doesn't match cleanly?
Quin flags it for review rather than guessing and logging the note to the wrong person.

Is my Keap data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Keap.

Does Quin replace Keap?
No. Keap stays the system of record for contacts, opportunities, and campaigns. Quin keeps it current from your conversations, but Keap remains the source of truth.