A powerful integration for AI agents to manage Keap CRM data, marketing workflows, and sales automation through a secure, credential-managed interface.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install integrate-keap
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install integrate-keap using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Keap CRM & Marketing Automation?
The Keap skill for Openclaw Skills enables AI agents to interact directly with Keap's robust CRM and marketing automation ecosystem. Designed specifically for small businesses and entrepreneurs, this skill allows for the automated management of customer relationships, sales pipelines, and email marketing tasks without the developer needing to manage complex OAuth flows or credential refreshing.
By leveraging the Membrane framework, this skill provides a secure layer between your AI agent and the Keap API. It simplifies the integration process by offering pre-built actions for common tasks like contact tagging, opportunity tracking, and appointment scheduling, ensuring that your agent can focus on high-level logic rather than low-level API plumbing.
Keap CRM & Marketing Automation Use Cases
- Automating lead follow-ups by adding tags to new Keap contacts based on conversation context.
- Managing sales pipelines by creating or updating opportunities and tasks programmatically.
- Scheduling and retrieving appointments to keep sales calendars synchronized.
- Sending broadcast emails or triggering email sequences through the marketing automation engine.
- Querying customer data to provide personalized support or sales recommendations within an AI chat interface.
How Keap CRM & Marketing Automation Works
- The AI agent initiates a connection to Keap using the Membrane CLI, which handles the secure handshake and stores credentials server-side.
- The user authenticates via a browser-based OAuth flow, transitioning the connection state to READY.
- The agent searches for specific Keap actions (like creating a contact) using natural language intents via the Openclaw Skills interface.
- Actions are executed with JSON parameters, or direct proxy requests are made to the Keap API for custom endpoints.
- Membrane automatically injects the necessary authentication headers and manages token refreshes for every request.
Keap CRM & Marketing Automation Setup
Prerequisites
Install the Membrane CLI globally to enable communication between your agent and Keap:
npm install -g @membranehq/cli@latest
Authentication and Connection
Log in and specify your agent type (e.g., openclaw):
membrane login --tenant --clientName=openclaw
Create a connection to your Keap instance:
membrane connection ensure "https://keap.com/" --json
Follow the provided URL to complete the browser authentication. Once the connection state is READY, your agent is authorized to interact with Keap data.
Keap CRM & Marketing Automation Data Schema & Taxonomy
The Keap skill organizes data around core CRM entities. All interactions via Openclaw Skills return structured JSON responses.
| Entity | Description | Common Metadata |
|---|---|---|
| Contact | Customer records | Name, Email, Phone, Tags |
| Opportunity | Sales pipeline stages | Lead Value, Stage, Confidence |
| Task | Action items | Due Date, Status, Priority |
| Appointment | Calendar events | Start Time, End Time, Attendee ID |
| Email Sequence | Automated workflows | Sequence ID, Active Status |
All actions utilize inputSchema for parameter validation and outputSchema for consistent data retrieval.
Keap CRM & Marketing Automation Advanced Features
- Automatic Token Management: Never manually refresh an API key; the system handles the full Auth lifecycle server-side.
- Direct API Proxy: Access any Keap endpoint not covered by pre-built actions using the
membrane requestcommand with full header injection. - Natural Language Action Discovery: Use the
--intentflag to find the most relevant API tools for a specific task using semantic search. - Headless Environment Support: Complete authentication in server environments using manual code entry with
membrane login complete <code>.
SKILL.md
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