Eles dizem
“Keap already has campaign reporting.”
Nós dizemos
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.
Sem chave de API Nada para instalar no KeapNada para instalar Sem cartão de créditoSem cartão
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.
Verificado pela última vez na documentação do próprio Keap em 24 de setembro de 2026.
A lacuna
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.
O Keap vê
O que foi vendido, para quem e por quanto.
nenhuma linha em comum
Sua conta de anúncios vê
O clique, a palavra-chave, a ligação e quanto cada um custou.
O arquivo
O que a exportação precisa ter.
Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.
- Obrigatória
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.
- Obrigatória
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.
- Obrigatória
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.
Passo a passo
Como tirar o arquivo do Keap.
Escrito para quem está com o Keap aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
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.
O que você recebe
A página que o Keap não consegue mostrar.
Receita por canal, a quantidade de vendas por trás de cada número e uma categoria honesta para as que ninguém conseguiu rastrear. Números de exemplo, do caso prático da página Consultoria empresarial — não de uma conta do Keap.
Atribuída a um canal$513,00057% de $900,000
Vendas com correspondência28 de 49só alta confiança
Ticket médio$18,400por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| LinkedIn Ads | 9 | $171,000 | |
| Conteúdo e SEO | 11 | $198,000 | |
| Eventos e palestras | 8 | $144,000 | |
| Direto / Desconhecido | 21 | $387,000 |
Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.
O argumento
O que muda quando cada sale e o anúncio ficam na mesma linha.
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.
Perguntas justas
“O Keap já faz isso.” Não exatamente.
Eles dizem
“We sell subscriptions, so revenue is spread out.”
Nós dizemos
The report sums per contact, so a two-year subscriber is one customer rather than twenty-four wins.
Eles dizem
“Our contacts come from many places.”
Nós dizemos
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 setor
Setores que usam o Keap.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Consultoria empresarialQuais canais geraram projetos fechados?
- Agências de marketingMostre a cada cliente a receita que vocês realmente geraram.
- Treinamento corporativoUm ciclo de vendas de quatro meses, medido por formulários preenchidos.
- Centros de reforço escolarQuais canais geraram alunos pagantes?
- Seguros para pessoa físicaQuais canais geraram apólices emitidas e prêmio?
Outros sistemas
Também vale a leitura.
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
Qualquer um dos arquivos HubSpot Equipes de vendas e marketing no HubSpot CRM Qualquer um dos arquivos O que exportar Qualquer um dos arquivos Pipedrive Equipes de vendas que vivem na visão de pipeline Qualquer um dos arquivos O que exportar Qualquer um dos arquivos Close Inside sales teams that work the phone Qualquer um dos arquivos O que exportar
Todos os 68 sistemas 
Keap e os demais nomes de produtos e logotipos desta página pertencem aos seus donos e aparecem para identificar o software de onde vem um arquivo. A CloseRev não é afiliada a eles nem endossada por eles, e não se conecta a nenhum: ela lê um arquivo que você exporta.
Comece hoje
Duas exportações, e você vai saber.
Nada para instalar no Keap, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.