InvestNext + Keap Integrations
Put InvestNext + Keap to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between InvestNext and Keap
See the kind of workflows teams build with InvestNext and Keap below — describe the exact one you want above and the Agent builds it on demand.
InvestNext + Keap
When a deal room lead is triggered in InvestNext, create a contact and campaign task in Keap.
Sync newly created leads across CRM platforms
When a new lead is captured in InvestNext, automatically create or update the matching contact in Keap to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Keap, update the corresponding opportunity stage in InvestNext for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in InvestNext, log a status update activity on the corresponding account record in Keap.
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Browse the full workflow library →
Looking to achieve something else with InvestNext and Keap?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for InvestNext and Keap
Everything InvestNext and Keap can do inside a workflow — the triggers that start one and the actions that run when it fires.
InvestNext Explore InvestNext →
InvestNext is investment management and CRM software designed for real estate syndicators to manage investor relations and capital raises.
TriggersTriggers when a new accreditation is created or updated on a given investing account.
Triggers when all investors have electronically signed a given e-signature document
Triggers when the sponsor has electronically countersigned a given e-signature document
Triggers when an investor visits a capital raise's dealroom
Triggers when a new opportunity gets deleted
Trigger when a new form is submitted
Creates a new contact in the CRM (duplicate email addresses will be ignored)
Finds a CRM Contact by searching
Finds a project by searching
Keap Explore Keap →
Keap is a CRM and sales automation platform designed for small businesses to manage lead collection, customer records, and payment collecting in one place.
TriggersTriggers when a new Action Sequence is added.
For Ulimate users, triggers when a new affiliate is added.
For Ultimate users: triggers when a new appointment is added, deleted, or edited.
Triggers when a company is added, deleted, or edited.
Triggers when a new contact is created.
Triggers when a invoice is added, deleted, or edited.
Creates a Product
Creates a Company
Creates an invoice with line items.
Creates a new note on a contact record
Creates a new task on a contact
Add a product to an already existing Invoice
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Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about InvestNext + Keap
Is there a pre-built InvestNext + Keap automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches InvestNext and Keap's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built InvestNext or Keap connector?
No. The Agent works whether or not InvestNext or Keap already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.