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Sync Keap data to Sourcetable


Keap (formerly Infusionsoft) is a CRM platform that helps small to medium businesses organize leads and automate repetitive tasks. Its suite of tools, including built-in invoicing and payment processing integrations, lets business owners track important marketing KPIs like Lead Conversion Rate and Customer Acquisition Cost, among others.

Sync Keap data to Sourcetable

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Find out how to make the most of your Keap CRM data with Sourcetable

Sourcetable Benefits

Query CRM data quickly & easily

Keap offers CRM, email management and marketing automation features that help SMEs improve organization, enhance productivity and increase conversion rates. By syncing Keap data to Sourcetable, and combining it with inputs from other platforms and databases, businesses can keep track of their marketing campaigns and audience engagement all in one place, alongside insights from other relevant platforms.


Use Sourcetable to compile key data and automate processes from Keap and other platforms, freeing up time to focus on other important aspects of your business.


Query inputs and data from Keap and multiple other platforms in Sourcetable, and make your marketing automation data available to everyone on your team regardless of their level of tech skills.


Sourcetable comes with a full suite of visualization tools for all your reporting needs, including charts, graphs, conditional formatting, pivot tables and more. Create visually appealing live dashboards to share with your team and highlight the metrics that matter.

Find out how to get the most from Keap with Sourcetable

A Magic Wand

Smart Templates

Use out of the box tried and tested templates to compile and merge Keap data, enabling data collaboration across your entire organisation.

A Magic Wand

Quick Analysis

Analyse CRM and email marketing campaign data quickly and easily in intuitive cross-channel reports.

A Magic Wand

Ease Of use

Compile all relevant Keap data into a single spreadsheet, identifying key business insights behind the numbers in order to confidently assess and improve your campaigns.

Who uses Keap data in Sourcetable

📈 Marketing and Advertising professionals

👷🏿 Sales and Sales Ops folk

🚀 Founders

🏢 Ecommerce businesses

Sample companies

Online businesses integrating Keap with Sourcetable have access to all relevant data on audiences, leads, conversions and email marketing.

  • Retail online stores

  • Retail offline stores

  • B2B Platforms

  • Software as a Service

    (SaaS) companies
  • B2C Marketplaces

What makes Sourcetable special?

A Magic Wand


Collate and analyse CRM data from Keap alongside findings from 30+ other sources, to drive decisions and improve campaigns

A Magic Wand


Automate your Keap data and processes, freeing up time to focus on what matters most: selling your product

A Magic Wand


Create workflow templates based on key data from Keap and other platforms, and share among team members quickly and easily, no coding required

Frequently Asked Questions

How do I sync my Keap data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Keap data.
Which marketing automation platform works best with Sourcetable – Mailchimp or Keap?
Sourcetable enables users to combine data from both platforms, enabling businesses to better understand the relationships among available data, and gain new insights for making better decisions or identifying new opportunities.
How easy is it to visualize my Keap data using Sourcetable?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key data from Keap - and other CRM platforms such as Zendesk and Salesforce - at a glance without code.

Connect your Keap Data

Analyze data, automate reports and create live dashboards
for all your business applications, without code. Get unlimited access free for 14 days.