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CRM & Automation Integration

Turn Every Call Into A Keap Contact And Campaign

Marlie AI answers your calls, qualifies leads, and creates Contacts in Keap that automatically enter the right campaign — so follow-up runs on autopilot.

Small business automation, kicked off by every phone call

Small business automation, kicked off by every phone call

Keap is what small businesses use to automate follow-up. The catch is that automation only fires once a Contact is in Keap — and most phone leads never make it there.

Marlie AI changes that. Inbound calls are answered, qualified, and pushed into Keap as Contacts with the right tags and custom fields. Your existing Keap campaigns kick off the moment the call ends — no manual entry, no missed automation triggers.

What You Get with Marlie + Keap

Everything you need to connect your phone calls with Keap — fully automated, zero manual work.

Auto-Create Contacts

Every inbound caller is added to Keap as a Contact with name, phone, email, and the qualifying data Marlie collected.

Tag-Driven Automation

Marlie applies the right Keap tags so your existing campaigns and follow-up sequences fire automatically.

Call Notes Logging

Every call appears in the Keap Contact record with a full summary and a link to the recording.

Custom Field Mapping

Map any qualifying answer — service, budget, urgency — into a Keap custom field for clean segmentation.

Smart Deduplication

Returning callers update existing Keap Contacts instead of creating duplicates, preserving campaign history.

Real-Time Sync

Contacts are created in Keap within seconds of the call ending — no batch processing, no gaps in automation.

How It Works

Get up and running with Keap in minutes — no coding required.

1

Connect Keap

Authenticate Keap from the Marlie dashboard via OAuth. Works with Keap Pro, Max, and Ultimate.

2

Map Tags & Fields

Choose which tags Marlie applies based on call intent, and which Keap custom fields receive call data.

3

Marlie Answers & Qualifies

Inbound calls are answered 24/7. Marlie qualifies the caller using your custom flow.

4

Keap Campaigns Fire

New Contacts hit Keap with the right tags, your campaigns launch automatically, and the lead is nurtured without lifting a finger.

Built for Real Scenarios

See how businesses use Marlie + Keap to capture more leads and streamline operations.

Local Service Businesses

Scenario

A pest control company runs ads and gets phone leads they can't always answer.

Outcome

Marlie qualifies each call, creates a Keap Contact with the 'New Lead' tag, and the existing nurture campaign starts immediately.

Coaches & Course Creators

Scenario

A coach uses Keap campaigns to nurture prospects but can't take live discovery calls.

Outcome

Marlie handles the discovery call, qualifies fit, tags the Contact appropriately, and books the next step on the calendar.

Real Estate Investors

Scenario

An investor runs direct-mail campaigns with a phone number on every postcard.

Outcome

Marlie qualifies seller motivation, creates the Contact in Keap with motivation tags, and triggers the right follow-up campaign.

Frequently Asked Questions

Common questions about the Marlie AI + Keap integration.

Which Keap editions are supported?

Marlie works with Keap Pro, Keap Max, and Keap Ultimate — any plan with API access and campaign automation.

Can Marlie trigger Keap campaigns directly?

Yes — by applying the right tag on Contact creation. If your Keap campaign starts on a tag, Marlie can fire it the moment the call ends.

Will Marlie create duplicate Contacts in Keap?

No. Marlie matches callers to existing Keap Contacts by phone and email and updates the existing record instead.

Can Marlie populate Keap custom fields?

Yes. Map any call data point to any Keap custom field from the Marlie dashboard.

Does this work with the older Infusionsoft API?

Yes. Marlie supports the modern Keap API and is backwards compatible with older Infusionsoft / Keap Classic accounts where applicable.

Are call recordings stored in Keap?

Transcripts and summaries are written to the Keap Contact note. Full recordings stay in Marlie and are linked.

Ready to connect Marlie AI with Keap?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
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