Sync data between Keap and Microsoft 365 automatically. Eliminate manual data entry, reduce errors, and save 8+ hours/week with a custom integration built by Harvard-educated automation experts.
Manually copying data between Keap and Microsoft 365 wastes hours every week
Data inconsistencies between Keap and Microsoft 365 cause errors and rework
Team members forget to update both systems, leading to outdated information
No single source of truth when contacts live in two disconnected tools
Connecting Keap (crm) with Microsoft 365 (automation) is one of the most requested integrations among Australian Professional Services and Healthcare & Allied Health businesses. This integration eliminates the manual transfer of contacts and deals data, reducing errors and freeing up your team to focus on growth.
Stop copying contacts between Keap and Microsoft 365 by hand. Our integration syncs data automatically, saving your team 8+ hours/week.
Automated sync eliminates typos, missed updates, and version conflicts. Every change in Keap is instantly reflected in Microsoft 365.
Your team always has accurate, up-to-date information regardless of which system they're working in. No more "which one is correct?" conversations.
Unlike generic connectors, we build integrations tailored to how your business actually uses Keap and Microsoft 365. Custom field mappings, business rules, and error handling included.
When contacts are created or updated in Keap, automatically push changes to Microsoft 365. No manual export/import needed.
Eliminate manual data entry by automatically creating emails in Microsoft 365 based on activity in Keap.
Keep both systems in sync with one-way status updates. When something changes in one system, the other updates instantly.
Generate consolidated reports combining data from both Keap and Microsoft 365. Catch discrepancies before they become problems.
How data flows between Keap and Microsoft 365
| Keap | → | Microsoft 365 | Notes |
|---|---|---|---|
| Keap contacts | → | Microsoft 365 contacts | Synced automatically when contacts are created or updated |
| Keap tasks | → | Microsoft 365 tasks | Synced automatically when tasks are created or updated |
| Keap emails | → | Microsoft 365 emails | Synced automatically when emails are created or updated |
| Keap records | → | Microsoft 365 records | Core data synchronisation between systems |
| Keap metadata | → | Microsoft 365 custom fields | Additional context mapped to custom fields |
| Keap timestamps | → | Microsoft 365 activity log | Audit trail for compliance and tracking |
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