Keap

Keap

Partner
Integration
  • Technology Partner - Integration
Categories
  • CRM
  • Marketing Automation
Type of Integration
  • 1st party

Connect A/B test variation data to Keap contacts and automate smarter follow-up with Convert + Keap

The Convert + Keap integration is built to bring your A/B testing data directly into your CRM at the contact level. When visitors submit Keap forms on your site, their experiment and variation exposure from Convert is captured and stored in Keap automatically.

By wiring Convert variation data into Keap custom fields, every new lead carries information about which test experience they saw. This makes it easy to see which experiments are driving form fills, leads, and downstream revenue.

Because the integration works through your existing embedded Keap forms, there’s no need for extra tools or manual tagging. Marketers can immediately use variation-level data for segmentation, automation, and deeper campaign analysis inside Keap.

Key capabilities

  • Capture Convert experiment and variation data whenever a visitor submits a Keap form on your site
  • Send variation information alongside form submissions and store it in the Keap contact record
  • Map Convert variation IDs into a dedicated Keap custom field for structured, queryable data
  • Automatically populate hidden fields on Keap forms with the correct variation using JavaScript
  • Include variation data in the form payload at submission and save it directly to the mapped custom field
  • Follow a straightforward setup: add tracking snippets, create the custom field, embed the form, and view data in Keap

Benefits

  • Tie CRO experiments directly to individual leads and contacts in Keap for clear attribution
  • Build advanced segmentation, nurturing, and automation workflows based on the variation each contact saw
  • Eliminate manual tagging and data entry by capturing variation data automatically through forms
  • Centralize test exposure data in your CRM to support deeper analytics and campaign performance analysis
  • Use variation-level insights to personalize offers, messaging, and follow-up sequences in Keap
  • Turn A/B testing results into actionable CRM strategies without extra tools or complex integrations

Convert and Keap

Keap is a CRM and marketing automation platform designed to help small businesses manage leads, automate follow-up, and run campaigns from a single system. It combines contact management, email marketing, and sales automation to streamline growth-focused workflows.

Together, Convert and Keap connect experimentation with CRM-driven marketing. By sending experiment and variation exposure data from Convert into Keap contact records via web forms, teams can attribute leads to specific test experiences, segment audiences by variation, and personalize follow-up and campaigns based on what actually drove each contact to convert.

Use Cases

Attribute Lead Quality to Specific Test Variations

Problem: Marketing can see which landing page variant wins on-page, but has no way to connect that exposure to downstream lead quality and pipeline performance inside Keap. Solution: Convert passes experiment and variation IDs into hidden fields on Keap forms. Each new contact record stores exactly which A/B test experience they saw before submitting. Outcome: Teams can compare not just conversion rate, but MQL, SQL, and revenue per lead by variation inside Keap. Budget shifts toward variants that generate higher-quality, sales-ready leads.

Personalize Nurture Sequences by Test Experience

Problem: All new leads are dropped into the same nurture sequence, even though they saw different headlines, offers, or value props during A/B tests, reducing message relevance. Solution: The integration writes the Convert variation ID into a Keap custom field at form submission. Keap automations then branch nurture campaigns based on which variation a contact saw. Outcome: Contacts receive follow-ups that reinforce the exact promise or offer they converted on. Email engagement, reply rates, and nurture-driven revenue increase without extra manual segmentation.

Optimize Lead Capture Forms with CRM Feedback Loops

Problem: Form A/B tests are judged only on immediate submission rate, ignoring whether certain form versions produce incomplete data or low-intent leads in Keap. Solution: Convert tags each Keap form submission with the active variation. In Keap, marketers filter contacts by variation to analyze data completeness, spam rate, and lifecycle progression. Outcome: Form designs are optimized for both conversion and data quality. Teams reduce junk leads, improve sales efficiency, and standardize on form variants that drive real pipeline impact.

Run Offer and Pricing Tests with Targeted Follow-Up

Problem: When testing different offers or pricing messages, sales and marketing can’t easily see which contacts saw which offer, leading to confusing follow-ups and missed upsell chances. Solution: Convert logs the exact offer/pricing variation into a Keap custom field via the embedded form. Keap automations and sales views use this field to tailor sequences and talking points. Outcome: Prospects are never pitched the wrong price or offer. Sales conversations stay consistent with the tested experience, boosting trust, close rates, and average order value.

Segment Campaigns by Experiment Cohorts Over Time

Problem: After an A/B test ends, the business loses visibility into which contacts were exposed to which experience, making long-term cohort analysis and reactivation campaigns difficult. Solution: The integration permanently stores experiment and variation IDs in Keap contact records at the time of form submission. These fields remain queryable long after the test is over. Outcome: Marketers build long-term cohorts based on past test exposure, run targeted win-back or upsell campaigns, and measure lifetime value by variation to inform future CRO strategy.

Eliminate Manual Tagging for Test-Based Segmentation

Problem: Teams rely on manual tagging or spreadsheets to track which leads saw which A/B test variant, a process that is error-prone, time-consuming, and impossible to scale. Solution: Convert automatically populates a hidden Keap form field with the current variation ID on every submission. No manual tagging or extra tools are required to capture this data. Outcome: Variation data is consistently captured for every lead, enabling reliable segmentation and reporting. Operations overhead drops while confidence in experiment-driven decisions increases.

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