Ellos dicen
«Keap already has campaign reporting.»
Nosotros decimos
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.
Para 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.
Sin clave de API Nada que instalar en KeapNada que instalar Sin tarjeta de créditoSin tarjeta
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.
Comprobado por última vez con la documentación del propio Keap el 24 de septiembre de 2026.
La brecha
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 ve
Qué se vendió, a quién y por cuánto.
ninguna fila en común
Su cuenta publicitaria ve
El clic, la palabra clave, la llamada y cuánto costó cada uno.
El archivo
Qué debe contener la exportación.
Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.
- Necesaria
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.
- Necesaria
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.
- Necesaria
Payment date
When the money arrived. For subscriptions this spreads one customer across many rows, which the report handles by summing per contact.
- Opcional
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.
Paso a paso
Cómo sacar el archivo de Keap.
Escrito para quien tiene Keap abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
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.
Lo que recibe
La página que Keap no puede mostrarle.
Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Consultoría empresarial, no de una cuenta de Keap.
Atribuidos a un canal$513,00057% de $900,000
Ventas coincidentes28 de 49solo alta confianza
Ticket medio$18,400por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| LinkedIn Ads | 9 | $171,000 | |
| Contenido y SEO | 11 | $198,000 | |
| Eventos y conferencias | 8 | $144,000 | |
| Directo / Desconocido | 21 | $387,000 |
Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.
El argumento
Qué cambia cuando cada sale y el anuncio comparten una fila.
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.
Preguntas justas
«Keap ya hace eso». No exactamente.
Ellos dicen
«We sell subscriptions, so revenue is spread out.»
Nosotros decimos
The report sums per contact, so a two-year subscriber is one customer rather than twenty-four wins.
Ellos dicen
«Our contacts come from many places.»
Nosotros decimos
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.
Por sector
Sectores que usan Keap.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Consultoría empresarial¿Qué canales generaron proyectos firmados?
- Agencias de marketingMuestre a cada cliente los ingresos que realmente generó.
- Proveedores de formación corporativaUn ciclo de venta de cuatro meses, medido por formularios enviados.
- Centros de tutoría¿Qué canales generaron alumnos que pagan?
- Seguros personales¿Qué canales generaron pólizas emitidas y primas?
Otros sistemas
También vale la pena leer.
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Cualquiera de los dos HubSpot Equipos de ventas y marketing en HubSpot CRM Cualquiera de los dos Qué exportar Cualquiera de los dos Pipedrive Equipos de ventas que viven en la vista del pipeline Cualquiera de los dos Qué exportar Cualquiera de los dos Close Inside sales teams that work the phone Cualquiera de los dos Qué exportar
Los 68 sistemas 
Keap y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.
Empiece hoy
Dos exportaciones y lo sabrá.
Nada que instalar en Keap, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.