All self-serve CRM integrations begin the same way: A KnowledgeNet.ai Administrator must click on this link to go to the Integrations tab in the Admin Settings: https://app.knowledgenet.ai/app/admin/integrations.

Find the Keap card and click the blue "Connect" button. REMEMBER: You must also have Administrator privileges in your CRM account to successfully connect.

A window will open connecting you to the Keap app. You may be asked to log in. Once you connect, KnowledgeNet.ai will ask permission to interact with your Keap application. Click "Allow" to proceed.

Click "Configure" to control which KnowledgeNet.ai users are allowed to export to Keap.

On the "Configure Users" tab, use the drop-down arrow to change the default from "EVERYONE in your organization can export to this integration" to "Specify which users can use this integration.

"Click the "Add/Invite User" button to choose which members of your organization can have export privileges. Remember to click the "Save" button when you are finished.

To stop your integration, click the "Disconnect" button.