Keap · CRM
Voksha + Keap
Give your small business the power of an AI receptionist that feeds directly into Keap's all-in-one CRM, marketing, and sales automation platform.
What is Keap?
The Voksha-Keap integration turns your AI receptionist into the front door of your Keap-powered sales and marketing engine. Every caller is captured as a Keap Contact with tags, custom fields, and notes pulled from the conversation. Voksha can apply tags that trigger Keap Campaigns, ensuring new leads immediately receive the right email sequence, text message, or internal task assignment without anyone on your team lifting a finger.
How It Works
Voksha + Keap Together.
Automated workflows that connect every call to your Keap account.
Contact Creation & Tagging
New callers are added as Keap Contacts with auto-applied tags based on call intent, service interest, or lead source - instantly segmenting them for the right follow-up campaign.
Campaign Trigger Automation
When Voksha applies a tag like "Requested Quote" or "New Lead," it kicks off the corresponding Keap Campaign sequence - sending welcome emails, assigning tasks, or scheduling follow-up calls automatically.
Appointment Booking & Sync
The AI receptionist books appointments during the call and writes them to Keap's built-in calendar, sending confirmation emails and reminders through Keap's automation engine.
Existing Contact Lookup
Voksha checks Keap for matching phone numbers before the AI receptionist answers, so returning customers are recognized instantly and their contact record is updated with the latest interaction.
Benefits of Voksha + Keap.
All-in-One Small Business Automation
Phone calls, email campaigns, invoicing, and appointment scheduling converge in Keap - and Voksha ensures the phone channel is fully automated alongside everything else.
Instant Follow-Up Sequences
Leads receive their first follow-up email or text within seconds of hanging up, dramatically increasing engagement rates compared to delayed manual outreach.
Tag-Based Segmentation
Voksha's intelligent tagging means every caller is segmented accurately from the first touch, improving campaign relevance and conversion rates inside Keap.
No Leads Left Behind
After-hours, weekend, and overflow calls are all captured and funneled into Keap with the same automation as business-hours calls - so you never miss a prospect.
Real-World Use Cases.
Home Services Businesses
A plumbing company receives calls around the clock. Voksha captures each caller's issue, location, and urgency, creates a Keap Contact tagged with the service type, and triggers a campaign that sends a confirmation text and dispatches the nearest available technician.
Coaching & Consulting Practices
A business coach uses Keap to manage client onboarding. Voksha handles discovery call booking, creates a tagged Contact in Keap, and triggers the onboarding campaign - sending a welcome packet, intake form, and calendar invite automatically.
Local Retail & E-Commerce
A boutique retailer uses Voksha to answer product availability and store-hours calls. Each inquiry is logged in Keap with product interest tags, feeding a personalized promotional email series that drives callers back to the store or website.
Yes. The Voksha integration supports Keap Pro, Keap Max, and Keap Max Classic (formerly Infusionsoft). Campaign triggers and tag-based automation are available across all paid Keap tiers. Voksha's Enterprise plan is required.
Yes. Voksha applies tags to Contacts that serve as Campaign triggers inside Keap. Any Campaign configured to start when a specific tag is applied will fire immediately after Voksha creates or updates the Contact record.
Voksha performs a phone number lookup before creating a new Contact. If a match is found, the existing record is updated with new call notes and tags rather than creating a duplicate. You can also configure matching by email address.
Pair Keap with the right Voksha setup
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Keap Integration.
Available with every Voksha plan. Get custom AI workflows, dedicated onboarding, and direct Keap connectivity.