Keap
Pushes client demographic data from Healthie into Keap and tags Keap contacts automatically when a client books an appointment. Lets CRM tagging and outreach in Keap stay current with what's happening in Healthie, without manual list updates.
Built by SE Team
The problem it solves
Providers running client outreach and retention campaigns in Keap have no automatic way to reflect what's happening in Healthie, like new bookings or updated contact info, without manually updating tags and lists. Without a live connection, CRM segmentation drifts out of sync with actual client activity.
What's included
- Automatic push of client demographics (name, email, phone, date of birth) from Healthie into Keap on add or update
- Contact tagging in Keap triggered by appointment bookings in Healthie, one tag per appointment type
- One-way data flow: Healthie pushes data to Keap
How it works
Once connected, adding or updating a client's demographic info in Healthie pushes that data to Keap automatically, even before the client books an appointment. An organization configures which tag should apply to each appointment type; when a client then books an appointment of that type, Keap tags the matching contact accordingly.
Keap integration pushes client demographic data, like name, email, phone, and date of birth, from Healthie into Keap whenever a client is added or updated, and tags the matching Keap contact when that client books an appointment. It's for providers using Keap as their CRM who want appointment activity to trigger tagging and outreach automatically, and it requires the organization to configure one tag per appointment type ahead of time. Data flows one direction, from Healthie into Keap.
