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CRM integration

Keap reporting & pipeline

Turn cRM contacts, sources, ownership, and custom fields from Keap into 31 governed metrics for dashboards, agent answers, and cross-channel reporting.

What you can do with Keap in Maven

Maven models Keap into 31 governed metrics from the semantic layer. Track Deal Count, Deal Amount, Weighted Pipeline, Won Deals and Closed Deals, break results down by Close date, Deal stage, Stage outcome and Pipeline, and report Keap alongside Google Ads, LinkedIn Ads and Google Analytics 4 without rebuilding exports or metric logic for every report.

What you can measure

31 Keap metrics you can use consistently

Maven keeps Keap numbers consistent across dashboards, reports, and answers so the team is not debating which spreadsheet is right.

Deal Count

CRM deals or franchise-sales leads at deal grain

Deal Amount

CRM deal amount for monetary CRM opportunities; FranConnect lead rows have no amount

Weighted Pipeline

Pipeline amount weighted by stage probability

Won Deals

Deals marked closed-won at the CRM stage outcome

Closed Deals

CRM deals whose stage outcome is won or lost

Avg Days to Close

Average days from creation to close

Win Rate

Closed-won deals divided by all closed deals

Avg Deal Size

Average CRM deal amount calculated from deal amount divided by deal count

Lead Count

CRM leads or contacts at lead/contact grain

Show all 31 metrics

MQL Leads

CRM leads or contacts whose conformed lifecycle stage is marketing-qualified lead

SQL Leads

CRM leads or contacts whose conformed lifecycle stage is sales-qualified lead

Qualified Leads

CRM leads or contacts marked qualified by native or inferred lifecycle evidence

Converted Leads

CRM leads or contacts marked converted by native or inferred lifecycle evidence

Customer-Matched Leads

CRM leads or contacts that resolve to ecommerce customer identity

MQL Rate

Marketing-qualified CRM leads divided by all CRM leads

SQL Rate

Sales-qualified CRM leads divided by all CRM leads

Lead Qualification Rate

Qualified CRM leads divided by all CRM leads

Lead Conversion Rate

Converted CRM leads divided by all CRM leads

Lead Customer Match Rate

CRM leads matched to ecommerce customers divided by all CRM leads

CRM Deal Associations

CRM deal association rows or summary counts

CRM Deal-Contact Associations

CRM deal-to-contact associations where native contact IDs are available

CRM Deal-Account Associations

CRM deal-to-account associations where native account IDs are available

CRM Stage Events

CRM stage/property history events plus current-stage observations

CRM Current Stage Observations

Current-stage snapshot observations in the CRM stage history surface

Open Deals (Snapshot)

Open deals in the pipeline as of each snapshot date

Open Pipeline Value

Open deal amount in the pipeline as of each snapshot date

Weighted Pipeline (Snapshot)

Probability-weighted open pipeline value as of each snapshot date

Won Deals (Snapshot)

Cumulative closed-won deals as of each snapshot date

Lost Deals (Snapshot)

Cumulative closed-lost deals as of each snapshot date

Snapshot Deal Count

Deals in the stage as of the snapshot date.

Snapshot Closed Amount

Cumulative closed deal amount as of the snapshot date.

Questions you can ask

Just ask Maven about Keap

Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.

What is our deal pipeline value by stage for deals created in the last 90 days?

Show closed deals by stage

Show average days to close by owner

Show open pipeline by stage

Show won and lost deals in the latest pipeline snapshot by stage

Show closed amount by pipeline in the latest pipeline snapshot

How many ServiceTitan bookings did we get in the last 30 days?

Show ServiceTitan booking revenue by stage over the last 90 days

How it works

Connect Keap, then map the first workflow

No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.

Step 1

Connect Keap

Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.

Step 2

Maven syncs and models the data

Maven pulls your Keap data (1 objects) and models it into governed, conformed tables — no SQL, warehouse, or pipeline setup required.

Step 3

Report, ask, and automate

Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.

What Maven syncs from Keap

Contacts, source, ownership, and custom fields

Works well with

Report Keap alongside the rest of your stack

FAQ

Keap reporting questions

What Keap metrics can I report on in Maven?

Maven exposes 31 governed Keap metrics, including Deal Count, Deal Amount, Weighted Pipeline, Won Deals, Closed Deals and Avg Days to Close — each defined once so it means the same thing in every report.

What can I break Keap performance down by?

You can break Keap metrics down by Close date, Deal stage, Stage outcome, Pipeline, Owner, Acquisition source, Converted Date and Company, and more.

Can I combine Keap with other data sources?

Yes. Keap reports alongside sources like Google Ads, LinkedIn Ads, Google Analytics 4, Klaviyo and Shopify. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.

What Keap data does Maven sync?

Maven syncs contacts, source, ownership, and custom fields from Keap.

How often does Keap data sync to Maven?

Maven keeps Keap data on scheduled refreshes after the source is connected, with sync status visible in the workspace before reports are shared.

Is my Keap data secure with Maven?

Yes. Maven encrypts integration credentials and tokens, scopes access to the workspace, and uses the connection only to sync the reporting data needed for governed analytics.

Ready to see the first report your team can trust?

Bring one report where the numbers do not match. We'll map the sources, identify what can be trusted now, and show the first Maven workflow.

We'll map your first trusted reporting workflow

You'll see what Maven handles now: sources, definitions, refreshes, and outputs

No pitch deck. No pressure. 20 minutes.

Map Your First Workflow