Keap | ElevenLabs Documentation

Your receptionist can recognize callers who are already in Keap, add new callers as contacts, note what each caller wanted, and create a follow-up task for your team. Keap’s API stores email addresses and phone numbers as nested lists, which webhook tools can’t send, so Reception connects through Zapier.

Set up

Connect Zapier

If you haven’t yet, connect Zapier in Reception.ai.

Add the Keap actions

In your Zapier MCP server at mcp.zapier.com, add the actions below and connect your Keap account. For each field, either set a fixed value or let the AI fill it in, as listed.

Assign the tools

In Reception.ai, open the Zapier integration’s Tools tab, select Refresh tools, and assign each action as listed.

Test it

Test your receptionist as a new caller who asks for a callback. The contact, a note, and a task appear in Keap.

Actions

Find the caller

Field	Value
Zapier action	Find Contact
Set in Zapier	Field: the field you search by, such as email or phone.
Let the AI fill in	Value: the caller’s email address or phone number.
Assign to	Client

Add or update the caller

Field	Value
Zapier action	Create or Update Contact
Set in Zapier	Check for Duplicates Using (for example, email), the lead source, the owner, and any tags.
Let the AI fill in	First name, last name, email address, and phone number.
Assign to	Client

Don’t set the contact’s opt-in from a call unless you’re sure a spoken yes counts as marketing consent where you and your callers are.

Log a note

Field	Value
Zapier action	Create Note
Set in Zapier	Type, for example a call note.
Let the AI fill in	Contact Id (from the previous action), Title, and Body.
Assign to	Client

Create a follow-up task

Field	Value
Zapier action	Create Task
Set in Zapier	User Id: the team member who handles callbacks.
Let the AI fill in	Title, Due Date, Description, and Contact Id.
Assign to	Client

To start a Keap campaign for new callers, add the Tag Contact action with the campaign’s tag set as a fixed value.

Limitations

Zapier’s Keap app can’t check availability or book appointments, so your receptionist can’t schedule meetings in Keap. Use the follow-up task instead, or Reception’s own booking with Google Calendar.
Create or Update Contact only spots duplicates by the field you chose. A caller who gives a new email address may be added twice.
Each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren’t counted. When the plan runs out, the actions stop until it resets.

Troubleshooting

Problem	What to check
A Keap action doesn’t appear in Reception.ai	Select Refresh tools on the Zapier integration after adding actions in Zapier.
An action shows Changed and isn’t used	You edited it in Zapier. Select Update in the Tools tab.
Known callers aren’t found	Keap matches values as stored. Search by email, or store phone numbers in one format.
Notes or tasks aren’t linked to the caller	Your receptionist needs the contact ID from Find Contact or Create or Update Contact.