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.
Frequently asked questions
No, connecting Keap and Certifier requires no coding. You only need a compatible connector app, like Zapier, which provides a visual, step-by-step setup with clearly labeled fields.
For additional help choosing triggers or mapping data, contact Certifier support or book a demo.
No, the Zap workflow only processes new trigger events after connecting the apps, so existing contacts don’t receive credentials retroactively.
To send custom credentials for already existing contacts, you can export the relevant Keap records to CSV, then upload the file to one-time bulk issue with Certifier.
Every Certifier plan includes Zapier integrations to connect to CRM tools like Keap, but other features vary. The free Starter plan includes 250 yearly credentials, basic white-label credentials, and mass issuing.
Features like branded emails, advanced analytics, and custom-domain hosting are available on higher tier plans.
Yes. When you set up the workflow and select the Issue Credential action in Zapier, you can set the Issue Credential field to False.
Certifier will still receive the contact information and create a credential, but it will save it as a draft. You can then review the mapped recipient data, edit credential details in Certifier, and send them after your team approves the results.
Yes, you can pause issuing by turning off the Zap, which stops Certifier from receiving triggers and recipient data. Keep in mind that when you reactivate it, any events that occurred while the Zap was off will not run retroactively.
