Keap Integration with Docubee
Put your focus on gaining new customers by automating the agreements that power your sales cycle with our Keap integration powered by Zapier. All with the help of Docubee (formerly OnTask).
About the Keap Integration
Our Keap integration is designed to help small businesses do more with less. Keap is a CRM built for service-based small businesses. Keap automates sales and marketing activities. Pairing it with Docubee means users can automate the creation, sending, and signing of all the agreements and documents needed.
What You Need
- Docubee account
- Keap account
- Zapier account
How to Get Set Up
- Create your workflow in Docubee
- Add a custom tag in Keap to trigger Zapier
- Connect Docubee with Keap via Zapier
Keap Docubee Benefits
Spend more time closing deals and less time on getting contracts signed.
Fast Document Generation
Create sales documents with a few clicks of a button. Docubee can use information stored in Keap to generate contracts and agreements like waivers, master services agreements, and NDAs.
More Secure Documents
Docubee is a fully HIPAA, FERPA, and SOC 2-compliant tool with legally binding eSignatures.
Fewer touchpoints mean less time spent creating a single document, and fewer chances for avoidable errors.
With Docubee’s Keap integration, creating documents with a professional look is easy. Give customers the right impression with branded documents that send the right message.
Use our Keap Integration to:
- Generate and send digital agreements to customers and prospects.
- Create a custom, automated sales process
- Automatically set reminders for documents sent in Docubee to ensure documents get signed.
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Put your focus on gaining new customers by automating the agreements that power your sales cycle with our Keap integration powered by Zapier.
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Frequently Asked Questions
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