Integration Setup: Keap

Connect Keap to enable CRM-linked sending/tracking workflows where supported.

Before You Start #

• Logged in to MyVideo.Email
• Access to the correct Keap account
• Owner/Manager permissions if required for org-level setup

Connect Keap #

1. Open Integrations (/integration).
2. Click Keap in Available Integrations.
3. Authenticate with your Keap credentials.
4. Approve access permissions.
5. Return to MyVideo.Email.

Confirm Connection #

Keap should appear in Connected Integrations and display linked account info when available.

If Connection Appears Stale #

If UI says connected but actions fail:

1. Disconnect Keap
2. Reconnect Keap
3. Log out/in to refresh session state
4. Retry send/tracking workflow

Token Refresh Notes #

Keap tokens expire on a schedule. Your backend should refresh tokens proactively before expiry.
If reconnects are frequent, check server refresh job/cron logs.

Disconnect/Reconnect Keap #

1. Click Disconnect for Keap.
2. Reconnect with correct Keap account.
3. Run a small test action to confirm it’s live.

Best Practice #

Keep Keap integration ownership with a stable admin account to reduce accidental disconnects.