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CRM & Sales Triggered

Manual Keap Automate Triggered

2
14 downloads
15-45 minutes
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4
Integrations
Intermediate
Complexity
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What's Included

📁 Files & Resources

  • Complete N8N workflow file
  • Setup & configuration guide
  • API credentials template
  • Troubleshooting guide

🎯 Support & Updates

  • 30-day email support
  • Free updates for 1 year
  • Community Discord access
  • Commercial license included

Agent Documentation

Standard

Manual Keap Automate Triggered – CRM & Sales | Complete n8n Triggered Guide (Intermediate)

This article provides a complete, practical walkthrough of the Manual Keap Automate Triggered n8n agent. It connects HTTP Request, Webhook across approximately 1 node(s). Expect a Intermediate setup in 15-45 minutes. One‑time purchase: €29.

What This Agent Does

This agent orchestrates a reliable automation between HTTP Request, Webhook, handling triggers, data enrichment, and delivery with guardrails for errors and rate limits.

It streamlines multi‑step processes that would otherwise require manual exports, spreadsheet cleanup, and repeated API requests. By centralizing logic in n8n, it reduces context switching, lowers error rates, and ensures consistent results across teams.

Typical outcomes include faster lead handoffs, automated notifications, accurate data synchronization, and better visibility via execution logs and optional Slack/Email alerts.

How It Works

The workflow uses standard n8n building blocks like Webhook or Schedule triggers, HTTP Request for API calls, and control nodes (IF, Merge, Set) to validate inputs, branch on conditions, and format outputs. Retries and timeouts improve resilience, while credentials keep secrets safe.

Third‑Party Integrations

  • HTTP Request
  • Webhook

Import and Use in n8n

  1. Open n8n and create a new workflow or collection.
  2. Choose Import from File or Paste JSON.
  3. Paste the JSON below, then click Import.
  4. Show n8n JSON
    Title:
    Automate Contact Retrieval from Keap CRM Using n8n: A Step-by-Step Example
    
    Meta Description:
    Learn how to create a simple n8n workflow to automatically retrieve all contacts from Keap CRM. Streamline your contact data management with this beginner-friendly guide.
    
    Keywords:
    n8n workflow, Keap integration, Keap CRM, automation, get all contacts from Keap, no-code automation, marketing automation, CRM integration, customer data sync, Keap API
    
    Third-party APIs Used:
    - Keap (formerly Infusionsoft) API via the n8n Keap node
    
    Article:
    
    Automate Contact Retrieval from Keap CRM Using n8n: A Step-by-Step Example
    
    If you're using Keap (formerly known as Infusionsoft) for customer relationship management, you know how crucial it is to access and organize your contact data efficiently. Fortunately, tools like n8n, a powerful no-code/low-code automation platform, make it easy to automate repetitive tasks like retrieving contacts from Keap.
    
    In this article, we’ll walk you through the implementation of a simple two-node n8n workflow that connects directly to Keap and pulls all existing contacts with the click of a button. Whether you're a marketer, business owner, or automation enthusiast, this tutorial will demonstrate how you can streamline CRM data tasks using n8n without writing a single line of code.
    
    What You’ll Need
    
    To follow along and implement this workflow, make sure you have:
    
    - An n8n instance running (in the cloud or locally)
    - A valid Keap account
    - An established OAuth2 connection with your Keap account in n8n
    
    Understanding the n8n Workflow
    
    The workflow consists of two core nodes:
    
    1. Manual Trigger Node ("On clicking 'execute'")
    2. Keap Node (Operation: getAll contacts)
    
    Here’s a breakdown of how it works:
    
    Node 1: Manual Trigger
    
    The workflow starts with a Manual Trigger node titled “On clicking 'execute'”. This node allows you to manually execute this workflow from within the n8n editor. It's perfect for testing or ad-hoc data pulls, especially during development or maintenance.
    
    Parameters:
    None—this node simply begins the workflow when you manually click “Execute workflow.”
    
    Node 2: Keap Node
    
    Once the trigger is activated, it connects to the Keap node configured to retrieve all contact information from your Keap account.
    
    Parameters:
    - Resource: contact
    - Operation: getAll
    
    This configuration tells n8n to use the Keap API to fetch every contact currently stored in your CRM. You’ll need to authenticate this node with your Keap credentials using OAuth2 via n8n's credential setup. In the workflow JSON, internal credentials are referenced as "keap_creds".
    
    After execution, the node returns a list of all your contacts, which you can then use in further nodes or automations—such as formatting contact summaries, syncing with Google Sheets, or populating a dashboard.
    
    How to Set This Up
    
    1. Log into your n8n instance and create a new workflow.
    2. Add a Manual Trigger node and name it "On clicking 'execute'."
    3. Add a Keap node and configure it as follows:
       - Resource: contact
       - Operation: getAll
       - Credentials: Choose your connected Keap OAuth2 account (previously set up)
    4. Connect the Manual Trigger node to the Keap node.
    5. Click “Execute Workflow” to test.
    
    Once executed, you’ll see all contact records from Keap populate the output section of the Keap node.
    
    Use Cases and Next Steps
    
    This basic workflow can serve as a foundation for a wide range of use cases:
    
    - Data synchronization: Sync Keap contacts with another CRM or spreadsheet tool.
    - Reporting: Feed the contact list into a reporting tool like Google Data Studio or Tableau via intermediary steps.
    - Marketing workflows: Automatically trigger email campaigns for new or specific segmented contacts.
    - Backup: Periodically export contact data into a secure cloud storage platform for backup and compliance.
    
    You can also build on this workflow by adding filters (e.g., only retrieving contacts created in the last X days), adding a data transformation node, or integrating with other services such as Slack, Trello, or email systems for notifications and further processing.
    
    Conclusion
    
    Even the simplest n8n workflows can unlock powerful automation that saves time and reduces errors in your business operations. With just two nodes, you now have a direct channel to pull contact data from Keap CRM—a critical step in many marketing and customer success strategies.
    
    As always, the magic lies in expanding these foundational workflows to match your business needs. Whether you want to send welcome emails, audit your contact list, or prepare detailed reports, having automated access to your CRM data is the first step towards smarter operations.
    
    Start building smarter automations today with n8n and Keap.
    
    Happy automating!
  5. Set credentials for each API node (keys, OAuth) in Credentials.
  6. Run a test via Execute Workflow. Inspect Run Data, then adjust parameters.
  7. Enable the workflow to run on schedule, webhook, or triggers as configured.

Tips: keep secrets in credentials, add retries and timeouts on HTTP nodes, implement error notifications, and paginate large API fetches.

Validation: use IF/Code nodes to sanitize inputs and guard against empty payloads.

Why Automate This with AI Agents

AI‑assisted automations offload repetitive, error‑prone tasks to a predictable workflow. Instead of manual copy‑paste and ad‑hoc scripts, your team gets a governed pipeline with versioned state, auditability, and observable runs.

n8n’s node graph makes data flow transparent while AI‑powered enrichment (classification, extraction, summarization) boosts throughput and consistency. Teams reclaim time, reduce operational costs, and standardize best practices without sacrificing flexibility.

Compared to one‑off integrations, an AI agent is easier to extend: swap APIs, add filters, or bolt on notifications without rewriting everything. You get reliability, control, and a faster path from idea to production.

Best Practices

  • Credentials: restrict scopes and rotate tokens regularly.
  • Resilience: configure retries, timeouts, and backoff for API nodes.
  • Data Quality: validate inputs; normalize fields early to reduce downstream branching.
  • Performance: batch records and paginate for large datasets.
  • Observability: add failure alerts (Email/Slack) and persistent logs for auditing.
  • Security: avoid sensitive data in logs; use environment variables and n8n credentials.

FAQs

Can I swap integrations later? Yes. Replace or add nodes and re‑map fields without rebuilding the whole flow.

How do I monitor failures? Use Execution logs and add notifications on the Error Trigger path.

Does it scale? Use queues, batching, and sub‑workflows to split responsibilities and control load.

Is my data safe? Keep secrets in Credentials, restrict token scopes, and review access logs.

Keywords: n8n workflow, keap integration, keap crm, automation, get all contacts from keap, no-code automation, marketing automation, crm integration, customer data sync, keap api, oauth2, manual trigger node, keap node, resource: contact, operation: getAll, google sheets, google data studio, tableau, email campaigns, slack, trello, data synchronization, reporting, backup, business operations, marketing

Integrations referenced: HTTP Request, Webhook

Complexity: Intermediate • Setup: 15-45 minutes • Price: €29

Requirements

N8N Version
v0.200.0 or higher required
API Access
Valid API keys for integrated services
Technical Skills
Basic understanding of automation workflows
One-time purchase
€29
Lifetime access • No subscription

Included in purchase:

  • Complete N8N workflow file
  • Setup & configuration guide
  • 30 days email support
  • Free updates for 1 year
  • Commercial license
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14
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