Contact management and note handling in Keap

• Create and manage company records in Keap seamlessly.
• Retrieve and update contact information efficiently.
• Automate the creation and management of contact notes.
• Manage contact tags for better organization and segmentation.
• Delete outdated or unnecessary contact records and notes.

Start the workflow with the creation of a new company in Keap. Retrieve all existing contacts to check for duplicates. Upsert contact information based on email input. Create notes for contacts to track interactions. Retrieve, update, and delete notes as needed. Manage contact tags to enhance organization.

1. 1
   Import the workflow template into n8n.
2. 2
   Configure the Keap OAuth2 credentials.
3. 3
   Set up the company name parameter for creation.
4. 4
   Adjust email and note parameters as needed.
5. 5
   Run the workflow to automate contact management tasks.