Sync Responsly survey responses into Keap to enrich contacts, trigger campaigns, and automate small-business sales
Keap (formerly Infusionsoft) is the CRM and marketing automation platform built for small businesses that need an all-in-one tool for sales, email, and customer management. Responsly plugs into Keap cleanly so survey responses enrich contact records, drive automation, and trigger campaigns — all using the tags-and-automation model Keap is built around.
For small business owners, coaches, consultants, and agencies running Keap, this integration turns surveys into the signal that triggers the next right action in Keap automatically.
Where Keap and Responsly combine well
Lead qualification surveys
A Responsly intake form captures name, email, business size, budget, and service interest. The response creates or updates a Keap contact with tags applied automatically. Lead gets enrolled in the right Keap campaign without manual sorting.
Post-onboarding satisfaction
New clients receive a Responsly satisfaction survey 14 days after signup. Results update contact records and tag accordingly — satisfied clients enter a testimonial-request campaign; struggling clients enter a success-check campaign.
Product or service interest capture
An email campaign includes a survey asking which services the contact is interested in. Responses tag the contact with specific interests. Future campaigns target those tags with relevant offers, dramatically improving email response rates.
NPS-driven automation
A quarterly NPS sends through Keap’s email and responses land in Responsly. Tags automatically apply — promoter, passive, detractor. Each segment enters a different Keap campaign designed for that relationship state.
Post-purchase and abandonment follow-up
E-commerce-flavored Keap setups benefit from post-purchase satisfaction surveys (feeding retention campaigns) and abandonment-reason surveys (feeding win-back campaigns). Both flows get structured data the automation can act on.
Setting up Responsly with Keap
- Build the survey in Responsly. Keep it focused — Keap automation works best with specific tag/field outcomes.
- Create Keap custom fields and tags.
survey_last_response_date, NPS tags, interest tags, lifecycle tags. - Configure the webhook. Responsly webhooks to an automation platform (Zapier, Make) or directly to Keap’s API.
- Set up Keap automation. Tags and custom fields trigger Easy Automations or Advanced Campaigns.
- Monitor and iterate. Watch which tags drive the highest-performing automations and tune survey questions accordingly.
Practices for small-business survey automation
Tag consistently. A tag naming convention — prefix with survey_ — makes it obvious in the Keap UI where tags come from.
Don’t over-automate. Five campaigns triggered by one survey feels manipulative. Pick the two most valuable follow-up paths and drop the rest.
Respect frequency. One survey per contact per 60-90 days is the ceiling for most small-business lists. Over-surveying erodes list quality fast.
Use the note for context. The full response note on the contact record gives the business owner context at a glance when they open the contact — far more useful than structured fields alone.
Close the loop. When a client’s feedback drives a service change, mention it to them. “You said X was hard — we simplified it.” Drives retention and repeat purchases measurably. See how to close the feedback loop.
Survey data that triggers the next right action
Connect Responsly to Keap and the small-business CRM gets the structured feedback layer it needs to run smarter automations. Tags fire, campaigns enroll, and follow-up happens automatically — turning every survey response into a path forward instead of a dead-end data point. For similar CRM-automation integrations, see HubSpot and the Infusionsoft integration. For NPS methodology to fuel your retention campaigns, see our NPS implementation guide.
