How Certifier integrates with Keap
Certifier integrates with Keap through connectors like Zapier. When the CRM applies a milestone tag to a contact, Zapier sends the relevant information to Certifier. Then, Certifier creates and emails a personalized certificate, badge, or credential instantly.
The event-triggered automation needs a one-time setup. You create a credential template in Certifier, map dynamic fields to reuse contact data across apps, and define issuing rules. You can also use distinct templates and triggers to automate different marketing or education stages as needed.
Certifier and Keap workflow
Available workflows (2)
Keap contact tag applied > Issue Certifier credential
Keap opportunity stage moved > Issue Certifier credential
Setup steps
- 1
Create a new Zap and choose Keap as the trigger app for your workflow.
- 2
Select a trigger event for certification, for example New Tag Event for onboarding or attendance milestone tags, or Opportunity Stage Moved for pipeline changes.
- 3
Select Tag Applied to Contact and choose the completion or eligibility tag.
- 4
Connect your Keap account, then test the trigger with a valid contact and confirm Zapier retrieves the required data.
- 5
Add Certifier as the action app, choose Issue Credential as the event, and connect your account.
- 6
Select the Certifier group with your certificate or badge design, map recipient fields, and test the workflow before going live.
Key benefits
Flexible white-label branding
Certifier offers customizable certificate templates, plus branded emails and wallet pages to carry your logo, fonts, and colors.
Verifiable digital proof
Each credential features a unique ID and public page to display its issuer and status, helping to strengthen brand trust.
Credential usage analytics
You can track the reach of credential campaigns by viewing certificate downloads, as well as LinkedIn and Facebook shares.
Is this integration right for you?
SMBs
Automate issuance at key stages to support engagement and follow-up throughout longer pipeline cycles.
Training providers
Connect CRM and LMS records, then use groups to automate distinct credentials for each cohort or region.
Program administrators
Update contacts, program details, and expiration dates from one dashboard, then bulk-issue revised credentials with one click.
