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      Integrating Keap and Voma

      This guide will show you how to integrate Keap and Voma and set up automations for your offers.

      Voma is designed for seamless integration with other platforms, allowing you to connect it quickly and easily to the tools you’re already using. Our direct integrations make it straightforward to incorporate Voma into your existing workflow, ensuring a smooth and efficient experience.

       

      Jump to:

      How to integrate with Keap

      How to create automations

      GDPR automation

       

      How to integrate with Keap

      Keap is a business automation platform that combines CRM, marketing automation, and sales tools into one system. It helps small businesses manage customer relationships, automate marketing tasks, and streamline sales processes, enabling more effective customer engagement and increased efficiency.

      1. Navigate to the Integrations page in your account, and click on New Integration.  
        Integrations 1a-1

      2. Select Keap from the list of platforms on your Integrations page. Integrating Keap 2

      3. Log in to your Keap account, select the Keap application you want to integrate with Voma, and then click Allow. Integrating Keap 3

      Once you have integrated with Keap, you will see the integration on the Integrations page.


      How to create automations

      When you're done integrating Keap with your Voma account, you can set up automations in the OfferStack tab of your offer.

      1. Head to your offer's OfferStack tab, and click on Create an automation (or click on Click here to create a custom automation if the automation you want to create isn't listed on the screen).
        Integrations 2a
      2. Set the Destination to Keap.
      3. Specify the Action to take when the automation is triggered, and complete any further details, should it be required for your platform.  Then, click Create. 
        Integrating Keap 5

      Your automation will now be listed on your Automations page.

       

      🔗  Head over to this guide for more detailed information and a video about creating automations in Voma.

         

        Types of automations

        The type of automation determines what will trigger the automation to fire.

        • Optin: Triggered when someone submits your optin form
        • Abandon Cart: Triggered when someone abandons the cart
        • Purchase: Triggered when someone purchases the main product
        • Bonuses: Triggered when someone receives a bonus
        • Upsell: Triggered when someone purchases the upsell
        • Bump: Triggred when someone purchases the order bump
        • Cancel main product subscription: Triggered when someone cancels their subscription for the main product, if the main product is a subscription
        • Cancel upsell subscription: Triggered when someone cancels their subscription for the upsell, if the upsell is a subscription

        Possible actions

        The action is what will happen when an automation is fired.

        • Add tag
        • Remove tag
        • Achieve an API goal

        GDPR automation

        If you have integrated Voma with Keap and enabled the GDPR checkbox on your offer, Voma will automatically apply tags to subscribers in Keap in some cases:

        • If someone checks the GDPR checkbox when submitting the offer, add "Voma - GDPR consent" tag to Keap
        • If someone is in EU when submitting the offer, add "Voma - Customer in EU" tag to Keap
         

         

        ❔  If you have any questions, please let us know at help@voma.ai or in our live chat at the bottom right of your screen.