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Everything Keap exposes, modeled and queryable.
Keap (Infusionsoft) is a small-business CRM and marketing-automation platform. These objects model the Keap REST v1 API surface (api.infusionsoft.com/crm/rest/v1) that the tap reads from, spanning contacts, e-commerce, and marketing automation for funnel, revenue, and retention analysis.
Tables & streams
People and businesses in the CRM, including emails, phone numbers, owner, lead score, opt-in status, and company link. The backbone for segmentation, lead-source, and lifecycle analysis.
Business/account records that contacts belong to. Enables account-level rollups of revenue, engagement, and pipeline.
Tags and tag categories applied to contacts to mark behavior, segment membership, and automation triggers. Core to cohort and segmentation analysis.
Marketing-automation campaigns (sequences/funnels) and the contacts moving through them. Used to measure campaign reach, progression, and conversion.
Email records sent to or logged against contacts, including sent/opened/clicked status. Powers email engagement and deliverability reporting.
Sales-pipeline opportunities with stage, value, and owner. Used for pipeline, win-rate, and sales-forecast analysis.
Catalog of sellable products with SKU, price, status, options, and subscription plans. Reference data for order and revenue analysis.
Sales orders (invoices) with line items, totals, and the associated contact. Primary source for revenue, AOV, and product-mix reporting.
Payment transactions tied to orders and contacts, including amount, status, and payment type. Used for cash-collected, refund, and payment-method analysis.
Recurring billing subscriptions linking contacts to subscription plans, with status and billing cycle. Core to MRR, churn, and retention analysis.
Follow-up tasks and to-dos assigned to users and linked to contacts. Used to measure rep activity and follow-up completion.
Scheduled appointments tied to contacts and users. Supports meeting-volume and calendar-activity reporting.
Free-text notes and logged interactions attached to contacts. Provides activity context and engagement history.
Keap users (owners/reps) who own contacts, opportunities, and tasks. Reference data for ownership, assignment, and rep-performance analysis.
Referral-program affiliates with commissions, clawbacks, and tracked referrals. Used for partner/referral attribution and payout analysis.
Connects securely to your Keap account via OAuth 2.0 using a Client ID/Secret and refresh token to obtain access tokens
Requires a Keap account to connect.
Three steps. One afternoon.
Authenticate Keap in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Keap data lives next to every other source — ready to join.
We'll set up a live sync and answer your first questions — on the call.
Build your own with the Definite SDK, or request it. Most go live in days.
Pair Keap with the rest of your data.
Join Keap with the rest of your data, then ask Fi questions across all of it.
