Refresh performance dashboards upon winning a deal
Whenever a deal is marked won in Keap, prompt Smartlook to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking.
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Smartlook Explore Smartlook →
TriggersFires when a new report or dashboard is created in Smartlook.
Fires when a tracked metric in Smartlook crosses a set threshold.
Fires when a scheduled report finishes generating in Smartlook.
Creates or refreshes a dashboard in Smartlook.
Exports a report from Smartlook.
Sends an alert when a metric changes in Smartlook.
Keap Explore Keap →
TriggersFires when a new lead or contact is created in Keap.
Fires when a deal moves to a new stage in Keap.
Fires when a deal is marked won in Keap.
Fires when a field on a contact changes in Keap.
Creates or updates a contact in Keap.
Creates a new deal in Keap.
Moves a deal to a new stage in Keap.
Logs a call, email, or note against a record in Keap.
More Smartlook + Keap workflows
Log sales task when key metric threshold is breached
When performance metrics cross a specified boundary in Smartlook, automatically log an activity in Keap so account managers can respond promptly.
See details
Export executive report when a high-value lead is created
When a new lead enters Keap, automatically generate and export a detailed analytics report in Smartlook to evaluate marketing campaign performance.
See details
See all Smartlook + Keap integrations → · Browse the full workflow library →
Common questions
Can Knit build “Refresh performance dashboards upon winning a deal” between Smartlook and Keap?
Yes — describe it in the box above and Knit's Integrations Agent researches Smartlook and Keap's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Smartlook to Keap help our sales team?
It automatically logs sales milestones into Smartlook for real-time reporting and lets BI alerts update record details or log activities in Keap when key thresholds are reached.
Can dashboard updates be automated when deals close in Keap?
Yes, whenever key milestones like winning a deal occur in Keap, Smartlook can automatically refresh dashboards or export updated reports for leadership.