Keap

Keap survey integration

Looking for an effective way to enhance your CRM and lead management? Integrating Keap with Asklayer offers a solution by combining interactive forms for lead capture with Keap’s detailed CRM capabilities. Nurture leads through direct engagement, leading to a more impactful customer relationship management strategy.

Unfamiliar with Keap?
Keap, formerly known as Infusionsoft, is a comprehensive customer relationship management (CRM) software designed for small businesses, offering features like email marketing, sales automation, and lead capture to streamline client interactions.

How to use this integration

This integration uses webhooks. Set up a hook catching service such as Make.com or Zapier and send the webhook via the ‘actions’ tab of the survey editor.

In depth instructions can be found here

Example use cases:

Customer Segmentation

Use Asklayer to quiz visitors about their preferences or needs on your website. Automatically transfer responses into Keap to segment your contacts, enabling you to send highly personalized marketing emails or product recommendations.

Lead Qualification

Create a lead qualification survey with Asklayer. Once potential customers complete it, their answers feed into Keap, where you can score leads based on their responses and prioritize follow-up actions with those most likely to convert.

Other Survey Ideas

Dream Product Workshop Survey: Engage customers by asking them to describe their ideal version of your product or a new product they wish you offered, sparking innovation based on customer dreams and desires.

Service Experience Deep Dive: After a service interaction, send a detailed questionnaire probing not just satisfaction levels but emotional responses and suggestions for making the service journey not just satisfactory, but delightful.

Lifecycle Milestone Check-in: For customers at different stages of their journey (e.g., first purchase, one year anniversary), create tailored surveys to understand their evolving needs and perceptions, strengthening the relationship through personalized engagement.

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How to use this integration

This integration uses webhooks. Set up a hook catching service such as Make.com or Zapier and send the webhook via the ‘actions’ tab of the survey editor.

In depth instructions can be found here