Connecting to Keap

Introduction

In this guide, we’ll go over how to create the Keap Connection for BlinkMetrics. This will allow BlinkMetrics to pull data from Keap as a Source.

Authorizing Keap Connection

1. Go to the Connections Page

To create the Keap Connection, click on the Settings cog icon in the header > select the Connections menu item. This will open the Connections page. Next, click the Add Connection button.

2. Add Connection

From the Connection Stepper interface, select Keap in the Select Source tab. In the Set Up Credentials tab, click the Continue with Keap button.

Try to log into your Keap account before completing the connection process; otherwise, you’ll be prompted to Sign In before allowing you to Authorize App.

Clicking Continue with Keap will redirect you to the Keap authorization page so that BlinkMetrics can connect to your Keap account. Select the application that you’d like to allow BlinkMetrics to access, select one, and click Allow.

If you’re not signed in, you’ll need to complete the Sign-in process before continuing. Once logged in, click Allow to continue and be redirected back to BlinkMetrics.

Permissions Needed

The Keap API and BlinkMetrics integration is available to all Keap user roles.

Account-Level

Metric Permissions

Account Owner

All Metrics

Admin

All Metrics

Limited Admin

All Metrics

Manager

All Metrics

Staff

All Metrics

Though API rates do apply and vary across plans, BlinkMetrics manages them smoothly. Our code automatically detects when we’re nearing the limit and slows down calls as needed to stay within the limits.

3. Review Privacy and Save Connection

After being redirected back to BlinkMetrics, you should see the message, Connection Created Successfully shown on the Connection page. From here, you can see an overview of the following:

• Connection Status
• Date Connected On
• User Connected By

From here, you can also edit the following:

• Connection Name: Used for organizational purposes, each Source can have multiple Connections, so it’s helpful to see who authorized the Connection or which account it was connected to.
• Privacy: You can choose who it’s shared with: Shared with Workspace, Private to Me, or Shared with Team.

When you’re done, click Save, and now you’re done! You can now use the Connection to pull data from the Keap Source.