Keap

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code RequiredReal-Time Sync

Keap Integration — Automate Patient Outreach & CRM

Sync patient data between Keap and your EHR automatically. AI agents handle lead follow-up, outreach, and engagement workflows.

Triggers

Actions

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Keap

Lead-to-Patient Pipeline

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When a lead converts in Keap, automatically create a patient record in your EHR with all collected information.

Automated Follow-Up Campaigns

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Trigger Keap email/SMS campaigns based on EHR events — missed appointments, completed treatments, annual check-up reminders.

Referral Tracking

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Track referral sources in Keap and measure which channels bring the most new patients.

Set up AI agents with

Keap

Discover popular templates with Keap

Data Sync

Athenahealth to Keap integration

Create Keap contacts from new EHR patients

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Patient Intake

Keap to DrChrono integration

Sync Keap leads to your EHR as new patients

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Data Sync

Keap to Google Sheets integration

Send Keap contact updates to Google Sheets

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Marketing

Healthie to Keap integration

Trigger Keap campaigns from EHR appointment events

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Connect Keap with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

Join hundreds of medical practices automating their operational workflows with Cevi

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Explore Keap triggers and actions

Cevi supports 1 Keap triggers and 27 actions

Generic trigger

Triggers for selected Keap events

trigger

Get companies

action

Get subscription

Gets a subscription by ID

action

Get users

action

Create subscription

Creates a new subscription

action

Send email

Sends an email to a list of contacts

action

Keap API Capabilities

OAuth 2.0 authentication. Real-time webhooks.

View official API documentation

Authentication

OAuth 2.0

FHIR

—

Webhooks

Yes ✓

Contacts

Contact CRUD
Contact search
Tags
Custom fields
Notes
Tasks

Marketing

Email campaigns
Landing pages
Lead capture forms
Automation sequences

Ecommerce

Orders
Products
Subscriptions
Payment plans
Invoices

Appointments

Appointment scheduling
Calendar management

Build your Keap automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Keap

CRM & Patient Engagement

keap

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthOAuth 2.0

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Keap workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.

Yes. Keap supports webhooks/event subscriptions, which Cevi uses to trigger workflows instantly when data changes — new patients, appointment updates, lab results, and more.