Keap

Connect your CRM, sales and marketing campaigns data and create real-time dashboards to better drive your business.

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ClicData + Keap

Get data from Keap in minutes with our connector

Connect and unify data from any source

Instantly connect all your Keap data to 250+ applications, systems, databases, or files, on-premise or in the cloud. Clean, transform, and forecast your data for a single source of truth.

Customize & automate your reporting

Go beyond Keap analytics to visualize any KPI in custom and fully interactive dashboards, or pixel-perfect reports. Automate data updates, alerts, and publication to focus on what matters.

Share insights that drive business impact

Power decision-making at all times with fresh, reliable, and accessible data. Automatically send dashboards & reports to your teams, clients, and stakeholders, so everyone’s aligned.

How to connect Keap to ClicData?

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  • 1 Set up your connection
    Simply create a connection between your system and ClicData in just a few clicks.
  • 2 Get the structured data you need
    Select which data table you want to pull and ClicData will pre-format and load it for you.
  • 3 Transform, visualize, and share your data
    Clean, merge, and filter your data. Visualize it in custom dashboards or reports, and share it with your teams, clients, or stakeholders.

What benefits can you get?

  • Leverage our 70+ widgets to visualize your marketing and CRM data easily
  • Compare Conversion Rates by Channel and Segment to optimize your marketing budget
  • Measure your marketing ROI by combining your Revenue data with your inbound and outbound spends from your financial system
  • Keep track of your sales team productivity: Dials, Outbound emails, Deals In Progress / Closed, Task Completion
  • Set custom thresholds and get alerts whenever they’re reached to stay on top of your team and campaigns’ performance

What can you measure?

  • Conversion rate by Segment
  • CPL by Segment or/and Channel
  • Avg Time to Close by Segment
  • Number of Dials by BDR / Account Executives
  • ROI by Marketing Channel

Integrate all your company systems and enrich your analytics

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Shopify

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MailChimp

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FAQ

ClicData offers you more flexibility for your reporting needs, in multiple ways:

  • store historical data to perform YoY analysis and comparisons over time
  • clean, transform, calculate, forecast, and enrich your data with 250+ sources
  • build custom metrics and visualizations that answer key business questions

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