They say
“Keap already has campaign reporting.”
We say
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.
For 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.
No API key Nothing to install in KeapNothing to install No card requiredNo card
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.
Last checked against Keap's own documentation on September 24, 2026.
The gap
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 sees
What was sold, to whom, and for how much.
no shared row
Your ad account sees
The click, the keyword, the call, and what each one cost.
The file
What the export needs in it.
Three things carry the match: who, how much, and when. Anything else is optional and only changes how the report can be sliced.
- Needed
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.
- Needed
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.
- Needed
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.
Step by step
Getting the file out of Keap.
Written for somebody with Keap open in the next tab. Report names vary by edition, so each step says what to look for.
-
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.
What comes back
The page Keap cannot show you.
Revenue by channel, the count of sales behind each figure, and an honest bucket for the ones nobody could trace. Sample figures, from the worked example on the Business Consulting page — not from a Keap account.
Traced to a channel$513,00057% of $900,000
Sales matched28 of 49high confidence only
Average sale$18,400per paid sale
| Channel | Share | Sales | Revenue |
|---|---|---|---|
| LinkedIn Ads | 9 | $171,000 | |
| Content & SEO | 11 | $198,000 | |
| Events & speaking | 8 | $144,000 | |
| Direct / Unknown | 21 | $387,000 |
Unmatched sales stay in Direct / Unknown. They are never spread across the paid channels to make the total look better.
The argument
What changes when the sale and the ad share a row.
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.
Fair questions
“Keap already does that.” Not quite.
They say
“We sell subscriptions, so revenue is spread out.”
We say
The report sums per contact, so a two-year subscriber is one customer rather than twenty-four wins.
They say
“Our contacts come from many places.”
We say
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.
By trade
Trades that run Keap.
What the report looks like once the export is in, written for each one.
- Business ConsultingWhich channels produced signed engagements?
- Marketing AgenciesShow every client the revenue you actually closed.
- Corporate Training ProvidersA four-month sales cycle, measured on form fills.
- Tutoring CentresWhich channels produced paying students?
- Personal Lines InsuranceWhich channels produced bound policies and premium?
Other systems
Also worth reading.
Running more than one system, or comparing? The method is the same and the columns are not.
Either file HubSpot Sales and marketing teams on HubSpot CRM Either file What to export Either file Pipedrive Sales teams that live in the pipeline view Either file What to export Either file Close Inside sales teams that work the phone Either file What to export
All 60 systems 
Keap and the other product names and logos on this page belong to their owners and are shown to identify the software a file comes from. CloseRev is not affiliated with or endorsed by them, and connects to none of them: it reads a file you export.
Start today
Two exports, and you will know.
Nothing to install in Keap, no API key, and no need to have been tracking anything until now. Last year works as well as this month.