How to manage contracts in Keap CRM

Keap is a platform that helps smaller businesses manage their customer relationships, but how does it fare when it comes to contracts?

What is Keap?

Keap, previously known as Infusionsoft, is a customer relationship management (CRM) platform designed to help small businesses manage their sales, marketing, and customer service operations. 

With features like contact management, email marketing, sales pipeline automation, and e-commerce capabilities, Keap aims to streamline business processes and improve customer engagement. But how can you manage your contracts in the platform? 

Can you manage contracts in Keap?

While Keap is a high-functioning CRM,  it lacks native features specifically for comprehensive contract management.

This includes tasks such as drafting, reviewing, approving, and storing contracts. However, by integrating Keap with specialized contract management tools like Juro through Zapier, users can automate and streamline their contract-related workflows.

Read on to find out exactly how. 

How to Manage Contracts in Keap and Juro via Zapier

Zapier is an automation platform that connects different applications to facilitate seamless workflows. By integrating Keap with Juro via Zapier, businesses can enhance their contract management processes. Here are some potential Zaps (automated workflows) and triggers that can be set up:

1. Automatically generate an invoice in Keap when a contract progresses to a certain stage in Juro

As your contract moves through its lifecycle in Juro, you can set up an automation to generate an invoice in Keap once the contract reaches a specified stage, such as "Signed" or "Approved." This ensures timely billing and reduces manual effort for those working to create invoices in your CRM.

2. Automatically create a new company in Keap when a contract progresses to a certain stage in Juro

When a new contract is signed and official in Juro, you can automate the creation of a new company  record in Keap. This saves time and ensures that all customer information is consistently recorded across both platforms. See what this looks like below: 

How to set up the integration

1. Sign up for Zapier: Create an account on Zapier if you haven't already.

2. Connect Keap and Juro: In Zapier, connect your Keap and Juro accounts by providing the necessary API keys and authorizations.

3. Create a New Zap:

1. Select Keap as the trigger app and choose the specific trigger event (e.g., "New Contact").
2. Select Juro as the action app and define the corresponding action (e.g., "Create Contract").
   
   
3. Map Fields: Map the relevant fields between Keap and Juro to ensure data flows correctly between the two platforms.
   
   
4. Test the Zap: Test your Zap to ensure it works as expected.
   
   
5. Activate the Zap: Once tested, activate the Zap to start automating your contract management process.

The benefits of automating contracts in Keap and Juro

1. Efficiency

Automating repetitive tasks saves time and reduces manual effort, allowing teams to focus on higher-value activities.

2. Accuracy 

Automation reduces the risk of errors that can occur with manual data entry and management.

3. Seamless workflow

Integrating Keap with Juro ensures that all contract-related activities are synchronized across platforms, providing a cohesive workflow.

4. Enhanced visibility

 Real-time updates and status changes across platforms provide better visibility into contract processes, aiding in decision-making and tracking.

By leveraging the strengths of both Keap and Juro through Zapier, businesses can create a robust and efficient contract management system tailored to their needs. For more detailed information on specific integrations, you can explore the Zapier integration page for Juro.

Interested in finding out more?

These automated workflows optimize crucial elements of contract management, cutting down on manual work for busy legal and commercial teams while enhancing accuracy. By integrating Keap with Juro, businesses can streamline their operations and ensure that their contract management processes are both efficient and effective.

To find out more about Juro and how it can be integrated with 5000+ tools, including Stripe, fill in the form below to book your personalized demo.