KeepinCRM
Connect KeepinCRM so the agent finds customers, creates leads or deals and logs calls
KeepinCRM is a CRM for small sales teams. Connected, the agent finds the customer by phone, creates a lead or a deal, searches the catalog (optionally with warehouse stock) and logs calls.
Before you start
- KeepinCRM API key — Settings > Company profile > API. Only the account owner sees it, and the Extended plan is required (how to get the key).
Connect
- Integrations > Add Integration > KeepinCRM.
- Paste the API key, optionally your KeepinCRM address, and click Connect.
| Field | Value |
|---|---|
| API key | The key from Settings > Company profile > API |
| Your KeepinCRM address | Optional, e.g. happ.keepincrm.com — only for the link on the card |
After connecting
The card shows the office and owner names and a link to your KeepinCRM.
I agree that Happ receives and stores this CRM's data — optional. Ticked, Happ syncs contacts, deals, leads and activities; unticked, nothing is stored and the integration works directly (assistant tools, call notes). Disconnecting withdraws consent and deletes the copied data.
The card's menu also has CRM call triggers, Copy webhook URL, Rotate webhook and Webhook logs — for calls started by CRM events.
What the agent may do is set per agent: Agents > the agent > Integrations > the integration's settings.
- Customer search — find the customer by phone mid-conversation
- Create a lead or a deal, with funnel and stage (required for deals), lead status, source and responsible manager
- Warehouse goods — include stock in the catalog
- Log calls — write each call into the CRM, optionally with the full transcript
Next
Help me solve it
Happ answers right away and hands over to a manager when needed.