Pipeline review
Sarah Chen, sales director at Acme Ltd, asked which opportunities were due to close this month. Memtro listed them with stage, owner and projected revenue, and named two with no next action date.
Keap + Memtro
Which deals are in the proposal stage, and what is still to do for them?
Keap, formerly Infusionsoft, connects Memtro to your CRM. It reads contacts by name, email, company or recent change, companies, opportunities with pipeline stage, owner and projected revenue, tasks, notes, tags and users. When asked, and once an administrator has granted the action by name, it can create or edit a contact, add a note, create, edit, complete or delete a task, create or move an opportunity, apply or remove a tag, add contacts to a campaign sequence and send an email. Tags and sequences can email real people. Phone numbers and postal addresses are never returned.
In Memtro
What you can do with Keap in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Keap tool, reads what it needs, and answers with the source cited.
What it does
- 01Searches contacts by email, name, company or recent change, with job title, company, contact type, owner and tags
- 02Lists companies by name with website and contact type, and the users who own records and tasks
- 03Lists opportunities with pipeline stage, contact, owner, projected revenue, estimated close and next action date, and the stages in order
- 04Lists tasks by contact, opportunity, assignee or due date, and notes with type, author and text
- 05When asked and granted, creates or edits a contact, adds a note, creates, edits, completes or deletes a task, and creates or moves an opportunity
- 06When asked and granted, applies or removes a tag, adds contacts to a campaign sequence or sends an email, each of which can reach real people and cannot be called back
Acts when asked
When you ask it to
These tools change something in Keap. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a contact (may start automations that run on new contacts)
- 02Edit a contact's name, job title, type, owner or company
- 03Add a note to a contact
- 04Create a task
- 05Edit or complete a task
- 06Delete a task
- 07Create an opportunity
- 08Move an opportunity to another stage or edit it
- 09Apply a tag to contacts (may start automations that email them)
- 10Remove a tag from contacts
- 11Add contacts to a campaign sequence (starts the sequence's emails)
- 12Send an email to contacts
In practice
Ask it like you would a colleague
Once Keap is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Keap + MemtroWhich opportunities are in the proposal stage?
What tasks are overdue for Dan?
What was the last note on BigCo's contact?
Which contacts changed this week?
Tag Priya Sharma as a webinar attendee
Following up a call
Dan Fletcher, account executive at Northwind, asked Memtro to note his call with BigCo and set a follow-up task for Friday. Memtro added the note to the contact and created the task assigned to him in Keap, which may send him Keap's usual reminder.
Teams
Where it fits
The teams that lean on Keap most, a question each of them asks, and what they connect beside it.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
Better together
Works with
A record in Keap is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Finance and commerceKeap with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceKeap with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceKeap with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportKeap with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportKeap with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportKeap with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatKeap with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatKeap with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatKeap with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales- Salesloft
Dialpad
folk
Insightly- JustCall
Nutshell
Vitally- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Planhat
Bloomerang
Givebutter- Common Room
- Neon CRM
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
Setup
How to connect
Connect withPersonal Access Token or Service Account Key
- 1
In Keap, open Settings → API Settings and choose Add Key. A Personal Access Token acts as the user who made it. A Service Account Key, for admins only, sees everything.
- 2
Name it Memtro, save it and copy the key now, as Keap shows it once. It carries the user's whole account with no scopes, so create it as a dedicated user with only the access Memtro needs.
- 3
In Memtro, open Connections → Keap and paste it into Personal Access Token or Service Account Key.
- 4
Ask your first question: which opportunities are in the proposal stage?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Keap tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Keap?+
Only when you ask, and only what it has been granted: create a contact (may start automations that run on new contacts); edit a contact's name, job title, type, owner or company; add a note to a contact; create a task; edit or complete a task; delete a task; create an opportunity; move an opportunity to another stage or edit it; apply a tag to contacts (may start automations that email them); remove a tag from contacts; add contacts to a campaign sequence (starts the sequence's emails); send an email to contacts. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Keap connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Keap data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Keap?+
Personal Access Token or Service Account Key. In Keap, open Settings → API Settings and choose Add Key. A Personal Access Token acts as the user who made it. A Service Account Key, for admins only, sees everything.
Connect Keap in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.