Integration · CRM
Automate Every Follow-Up Sequence Based on Proposal Activity
Connect Keap to SubcontractorHub and fire automated follow-up campaigns the moment a homeowner views, signs, or declines a proposal. Keap's built-in CRM plus marketing automation is purpose-built for small contractor businesses that need enterprise-level follow-up without a full-time marketing team.
What Connects Between Keap and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
Contact Tag Sync Based on Proposal Status
SubcontractorHub proposal events apply Keap contact tags automatically — a viewed-but-unsigned proposal applies a 'Hot Prospect' tag and triggers a follow-up campaign; a signed proposal applies a 'Customer' tag and starts the onboarding sequence; a declined proposal applies a 'Lost Lead' tag and starts a 90-day re-engagement campaign. Your list segments itself.
Proposal Event Automation Triggers
Keap's campaign builder fires automation sequences based on SubcontractorHub webhook events. A proposal sent triggers the initial follow-up sequence. A proposal viewed fires a 'checking in' text message to the rep. A 5-day unsigned proposal triggers the rep's break-up email. Every trigger is time-stamped and tied to the exact proposal event that caused it.
Contact and Lead Record Sync
New SubcontractorHub prospects sync to Keap as new Contacts with job details, estimated value, and lead source captured. Existing Keap contacts matched by email get their records updated with the job information — no duplicate contacts, no lost history.
Deal Value and Closed Revenue Reporting
Won proposals in SubcontractorHub sync to Keap as closed deals with the contract value. Keap's revenue reporting shows total revenue by month, by campaign source, and by contact tag — letting you see which marketing campaigns produce the highest-value closed jobs.
How to Connect Keap with SubcontractorHub
Connect via Keap API Key
Generate an API key in your Keap account settings and enter it in the SubcontractorHub integrations panel.
Map SubcontractorHub Events to Keap Tags
Define which SubcontractorHub proposal events apply or remove which Keap contact tags in the integration configuration.
Build Campaign Sequences in Keap
In Keap's campaign builder, create sequences triggered by the tags that SubcontractorHub applies — one for viewed, one for signed, one for declined.
Test the Full Funnel
Create a test contact in SubcontractorHub, send a proposal, mark it signed, and verify the correct Keap tags are applied and the right campaign sequence fires.
Ready to connect Keap?
Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.
Who Uses the Keap Integration
Roofing Company Automating the 5-Touch Follow-Up Sequence
A roofing company knows that 60% of their signed jobs come from leads that required at least three follow-ups. Keap fires a 5-touch sequence automatically on every viewed-but-unsigned proposal — two emails, two texts, and a call reminder task for the rep. Close rate on 'warm' proposals increased 34% after implementing this automation.
HVAC Contractor Turning One-Time Customers Into Maintenance Contracts
An HVAC contractor uses the 'Customer' tag from a signed proposal to start a Keap sequence that upsells maintenance agreements six months after install. The sequence sends automatically — the contractor doesn't have to remember to follow up with any individual customer.
Solar Installer Re-Engaging 90-Day-Old Declined Proposals
A solar installer's 90-day re-engagement campaign in Keap fires automatically on every 'Lost Lead' tag. When electricity rates rise or the company introduces new financing options, the campaign references the original proposal and re-opens the conversation — recovering 8-12% of previously declined leads per quarter.
General Contractor Nurturing Referral Network
A GC uses Keap to maintain relationships with real estate agents who refer renovation jobs. Every time a referred lead signs a proposal in SubcontractorHub, Keap automatically sends a thank-you and referral-fee confirmation to the referring agent — keeping the referral pipeline warm without manual follow-up.
Common Questions About the Keap Integration
Does the integration work with Keap Pro or only Keap Max?
The integration works with both Keap Pro and Keap Max. Keap Pro includes the automation features needed for proposal-triggered sequences. Keap Max adds advanced reporting and e-commerce features not required for the core integration.
Can Keap send text messages based on proposal events?
Yes. Keap includes built-in SMS and Keap's campaign builder can send text messages as part of a sequence triggered by SubcontractorHub proposal events. You'll need a Keap-provided business phone number for outbound SMS.
How many Keap automations can I set up for different proposal events?
There's no limit on the number of Keap campaigns you can tie to SubcontractorHub events. Most contractors build 3-5 sequences covering the main proposal outcomes: sent, viewed, signed, declined, and overdue.
Will Keap contacts update if a homeowner's proposal status changes multiple times?
Yes. The integration can apply and remove tags dynamically as proposal status changes. For example, a contact tagged 'Hot Prospect' when their proposal is viewed can have that tag replaced with 'Customer' when they sign — stopping the follow-up sequence and starting the onboarding sequence automatically.
Does this work with Keap's appointment scheduling feature?
SubcontractorHub handles appointment scheduling for site visits and measurements. Keap appointment scheduling is a separate tool for general meetings. The two can coexist but don't directly sync — most contractors use SubcontractorHub for field appointments and Keap for marketing-related meetings.
Connect Keap with SubcontractorHub
Your team keeps working in the tools they know. SubcontractorHub ties them together so nothing falls through the cracks.
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