Sie sagen
„Keap already has campaign reporting.“
Wir sagen
Downstream of the form, which it sees. Upstream of it — the advert, the search, the call — is where the spend goes and where it has no visibility.
Für Keap
Keap knows which email they opened. It does not know which advert produced them.
Export paid invoices and contacts, upload your ad and call sources beside them, and rank marketing on revenue rather than on opens.
Kein API-Schlüssel Nichts in Keap zu installierenNichts zu installieren Keine Karte nötigOhne Karte
CloseRev reads a Keap export of paid invoices alongside its contact records — the contact's email or phone, the amount and the date — and matches them against the calls and ad clicks that produced the contact in the first place. Keap can tell you which sequence a person received; it cannot tell you which advert put them into it, because that happened before they existed as a contact. Revenue with no traceable origin is reported as Direct / Unknown.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von Keap geprüft.
Die Lücke
Your automation reports opens, clicks and tags. Your bank reports revenue. Nobody in the business can join the two without an afternoon and a spreadsheet.
Keap sieht
Was verkauft wurde, an wen und für wie viel.
keine gemeinsame Zeile
Ihr Anzeigenkonto sieht
Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.
Die Datei
Was im Export stehen muss.
Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.
- Erforderlich
Contact email or phone
On the contact the invoice belongs to. Keap is email-first by design, so the email is usually well populated and the phone is the one worth checking.
- Erforderlich
Invoice or payment amount
What was paid rather than what was quoted. Where you sell subscriptions, each payment is a row and summing by contact is what makes the report readable.
- Erforderlich
Payment date
When the money arrived. For subscriptions this spreads one customer across many rows, which the report handles by summing per contact.
- Optional
Tag or campaign
Keap's own tags. Worth including so the report can compare what the automation believed about a contact against what they actually paid.
Schritt für Schritt
So holen Sie die Datei aus Keap.
Geschrieben für alle, die Keap im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export paid invoices with the contact
One row per payment with a contact detail, the amount and the date. Unpaid invoices are not revenue and do not belong in the file.
-
Export the contact list if the invoice export lacks details
Keap's invoices reference a contact rather than repeating their email and phone. If your export does not carry them, take the contact list too and the two join on the contact.
-
Export your ad and call sources
Paid search, paid social, call tracking, webinar and lead magnet sign-ups from outside Keap. Contact detail plus the source.
-
Sum subscriptions by contact
If you bill monthly, one customer is many payments. The report sums per contact so a long-standing subscriber is one customer rather than twenty-four wins.
-
Upload both
The join is the email and the phone, normalised on both sides, with first revenue and subsequent revenue reported apart.
Was zurückkommt
Die Seite, die Keap Ihnen nicht zeigen kann.
Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite Unternehmensberatung – nicht aus einem Keap-Konto.
Einem Kanal zugeordnet$513,00057% von $900,000
Zugeordnete Verkäufe28 von 49nur hohe Konfidenz
Durchschn. Verkauf$18,400pro bezahltem Verkauf
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| LinkedIn Ads | 9 | $171,000 | |
| Content & SEO | 11 | $198,000 | |
| Veranstaltungen & Vorträge | 8 | $144,000 | |
| Direkt / Unbekannt | 21 | $387,000 |
Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.
Das Argument
Was sich ändert, wenn sale und Anzeige in einer Zeile stehen.
Automation measures engagement, and engagement is not money
Keap is very good at telling you what happened after somebody became a contact: which sequence they entered, what they opened, what they clicked, which tag they earned.
None of that is revenue, and the correlation between engagement and purchase is weaker than it feels. The people who open everything are not reliably the people who buy, and a sequence with excellent open rates can produce nothing at all.
Matching paid invoices back to acquisition sources replaces the proxy with the outcome. It also tends to reorder the sequences, because the ones that convert are not always the ones with the best engagement.
The origin of a contact is the thing Keap never saw
A contact enters Keap at the moment they fill in a form or are imported. Whatever happened before that — the search, the advert, the podcast, the referral — happened outside and left no trace inside.
So the automation can attribute everything downstream of the form and nothing upstream of it. For most small businesses the upstream part is where the money is being spent.
An external lead file supplies exactly that missing half. It is the same contact detail on both sides, which is why the join works without anybody changing how they use Keap.
Subscription revenue makes per-payment attribution nonsense
A membership, a retainer or a subscription produces a payment every month from one acquisition. Counted per payment, a customer of two years is twenty-four conversions and the channel that produced them looks extraordinary.
Counted per contact, they are one customer worth a known amount, which is the number a budget decision needs.
The report gives both and keeps first revenue separate from recurring, so the question of whether a campaign should be credited with year three is visible rather than answered silently.
Tags record intent and the invoice records the outcome
Most Keap accounts accumulate tags over the years — interests, lead scores, campaign membership, source fields somebody set up once. They encode real judgement about contacts.
Putting a tag beside the revenue that contact eventually produced is a cheap test of whether the judgement was right. Frequently one heavily-used tag turns out to carry no relationship to money at all, which is worth knowing before another sequence is built on it.
Berechtigte Fragen
„Keap kann das doch schon.“ Nicht ganz.
Sie sagen
„We sell subscriptions, so revenue is spread out.“
Wir sagen
The report sums per contact, so a two-year subscriber is one customer rather than twenty-four wins.
Sie sagen
„Our contacts come from many places.“
Wir sagen
That is the normal case. Every source you can export becomes a row; anything you cannot lands honestly in Direct / Unknown.
No, and deliberately: Keap holds your automation, and a tool with write access to that could change what your customers receive. This reads an export and can change nothing.
Paid invoices with a contact detail, the amount and the date — plus the contact list if the invoice export does not carry emails and phones.
Paid. An issued invoice is a hope; the report is about money that arrived.
Summed per contact, so one long-standing customer is one customer. First and recurring revenue are reported apart.
Yes, and putting a tag beside the revenue it predicted is a cheap and often uncomfortable test of it.
No. It adds the half before the form, which Keap could not have seen.
Further than the lead file, and further still if you sell anything with a long consideration period.
Include them. A channel's revenue should fall when its customers are refunded.
They cannot be matched and are reported as Direct / Unknown.
Yes. The product changed name; a file with a contact detail, an amount and a date did not.
A contact detail, an amount and a date, plus a tag if you include one. No sequences, no email content, no engagement history, no notes. Encrypted in transit and at rest and deleted with the import.
Revenue by acquisition source, per contact as well as per payment, and everything unmatched reported as unmatched.
Nach Branche
Branchen, die Keap nutzen.
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
- UnternehmensberatungWelche Kanäle haben unterschriebene Mandate gebracht?
- MarketingagenturenZeigen Sie jedem Kunden den Umsatz, der wirklich erzielt wurde.
- Anbieter für UnternehmensschulungenEin viermonatiger Vertriebszyklus, gemessen an Formulareinträgen.
- NachhilfeinstituteWelche Kanäle haben zahlende Schüler gebracht?
- PrivatkundenversicherungWelche Kanäle haben abgeschlossene Policen und Prämie gebracht?
Andere Systeme
Ebenfalls lesenswert.
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
Eine der beiden Dateien HubSpot Vertriebs- und Marketingteams mit HubSpot CRM Eine der beiden Dateien Was exportieren Eine der beiden Dateien Pipedrive Vertriebsteams, die in der Pipeline-Ansicht leben Eine der beiden Dateien Was exportieren Eine der beiden Dateien Close Inside sales teams that work the phone Eine der beiden Dateien Was exportieren
Alle 68 Systeme 
Keap und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.
Heute starten
Zwei Exporte, und Sie wissen es.
Nichts in Keap zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.