Can Claude connect to Keap?
Yes. Keap doesn't have an official Claude connector yet, but Helm connects it for you, securely and with only the access you approve.
What is Keap?
Keap (formerly Infusionsoft) is a CRM and marketing automation platform for small businesses, combining contacts, email campaigns, sales pipelines, invoices and payments.
Visit KeapWhat Claude can do with Keap
Read or update, depending on your setup
- Find contacts and summarise their history before a follow-up
- Summarise recent orders and flag ones needing attention
- Draft follow-up messages for approval
- Check order details before reconciling for BAS
- Spot customers who haven't purchased recently
Who uses it
Small business owners
See recent orders and which customers need a follow-up in one summary.
Admin and bookkeeping staff
Review orders and payments before reconciling the books.
What your team can ask Claude
“Find contacts tagged 'workshop attendee' and summarise who I should follow up first.”
“Summarise last month's orders and flag anything I should check before doing the BAS.”
“Draft a follow-up message for this customer about their order and wait for my approval.”
“Which customers bought from us last year but not this year?”
“Show me all orders over $1,000 this quarter.”
How it connects
There's no official Claude connector for Keap yet. Helm connects it using the method that suits your setup, whether that's a secure custom connector we build and host, or an AI agent that works inside Keap with your team's approval. We'll recommend the right one on a 30-minute call.
Looking after your Keap data
Keap holds customer contact details, orders and message history, so Helm limits Claude to the contacts and orders your team needs and keeps payment card details completely out of reach.
- Only the access you approve.
- Everything stays in your own accounts.
- On Claude's business plans, your data isn't used to train AI models.
Want to learn how to connect Keap?
Book a 30-minute intro call and we'll show you how Claude can work with Keap in your business.
Questions about Claude and Keap
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