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Most popular Customer.io + Keap Pulses
When a campaign message is sent in Customer.io, Pulse automatically creates a new Opportunity in Keap.
When a customer enters a segment in Customer.io, Pulse automatically creates a new Opportunity in Keap.
When an email is opened in Customer.io, Pulse automatically creates a new Opportunity in Keap.
When a new Opportunity is created in Keap, Pulse automatically creates a new Campaign Event in Customer.io.
When a Contact is added in Keap, Pulse automatically creates a new Campaign Event in Customer.io.
When an Opportunity's stage changes in Keap, Pulse automatically creates a new Campaign Event in Customer.io.
*Pulses may vary based on your platform specifications
Why Commercient?
With Commercient, you can automate everything from a single webhook trigger to complex, multi-system event flows.
Campaign Event automation
When a customer triggers a tracked event in Customer.io, Pulse fires instantly and creates a new Opportunity in Keap, so your team can act the moment it happens instead of waiting for someone to notice and follow up by hand.
Opportunity automation
When an Opportunity's stage changes in Keap, Pulse automatically triggers the matching action in Customer.io, so someone doesn't have to do it manually. It can create a new Campaign Event the moment the event fires.
Customer.io → Keap alerts
Because each Pulse workflow is a single, one-way trigger, you can wire up exactly the alert you need. For example, notify the right person the instant a customer enters a segment in Customer.io, without waiting on a scheduled batch job.
Keap → Customer.io alerts
The same pattern works in reverse as its own independent workflow. Set up a second Pulse trigger so that a new Opportunity is created in Keap kicks off its own automatic action back in Customer.io.
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See why more customers are choosing Commercient than any other solution
Commercient gets the SYSPRO data to our sales team as quickly as possible. So they’re armed with information when they’re looking at leads and opportunities in Salesforce.
The sales guys on the US side were so impressed with how we’ve been doing this that now our Netherlands office wants the same sort of feel and the same efficiency on their team.
Customer.io is a marketing platform used to manage campaigns, email and lead generation.
About Keap
Keap is a CRM platform used to manage contacts, deals and sales pipelines.
What customers have to say
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★★★★★
Long and complicated process but they stuck with us the whole time.
The customer support has been pretty good. It has been over 2 years trying to get this to work in our system, and we are finally getting close to having it the way we need it. They have been very helpful, and haven't charged for additional support except for very specific out of scope things. It is soon going to be allowing us to reduce data entry. We have to enter information in two and sometimes three systems.…
Very helpful team. They were efficient in solving my problems. The Commercient team was extremely helpful and solved my issues with their dedication and experience.
Their customer support is top notch. If they don't get it right the first time, they will work with you to ensure your needs are met. Integration to and from ERP and CRM system.
Commercient created a sync between our Stripe account and our Sage 100 ERP that turned our manual processes of daily posting invoices and cash receipts into an automated process where we review and post. Since the Sync runs automatically overnight it makes our mornings easy and pleasant. Once it is running, unless there is something we change, there is no need for customer support. Eliminating manual process of…
I think their customer service is top-notch. They respond very quickly when you have problems or questions SYNC is enabling us to instantly cross-reference data from our ERP into our CRM. Helping us prioritize our resources better when going after new leads
Having your data be synced between your ERP and CRM is invaluable to us as we look to leverage data/actions from 1 system into another. Their customer service is extremely quick about responding.
Excellent Service. Connect to ERP and Drive Revenue!
Excellent customer service. Team was committed to our success. Easy connection to an antiquated, on-prem ERP solution. SYNC gave us the line of sight we needed to drive revenue and enhance customer service.
Excellent Customer Service. Committed to Your Success
The implementation team was accessible, committed to my clients success and resolved any issues quickly. SYNC was connected to an on-prem, antiquated version of SXe. With SYNC my client was able to have the line of sight it needed to fully develop their sales program. With SYNC the entire sales history was migrated into the CRM, we had all purchases imported and additional details, in addition, because…
Because of the SYNC, we don't have to double-enter our customer information into two different systems, and it helps our entire organization have clarity across the board. It was a fairly easy process to set up the SYNC agent, Commercient did the heavy lifting configuring the sync to our CRM, and the post-implementation support has been good as well. Having our ERP data at our fingertips within our CRM has been a…
It has worked great for many years and have used it for at least 8 years. This works in the background and updates our CRM daily. Allows us to not do double entry of data. We are able to bring in inventory data along with product information easily to our CRM.
Communication - their team is very clear about needs, goals and outcomes High - we could not complete the process without them Commercient is working with us to integrate our ERP information into our CRM, giving us broader visibility into performance, inventory, and other key details across the organization.
We've been using Commercient to sync our ERP and CRM data since 2017. For us, it really was set it and forget it. The team helped us with the initial set up and now the information syncs effortlessly. I definitely recommend Commercient. We save so much time!
The sync really helps saves time and effort Commercient lets us keep our information in one place. It saves our reps time because they don’t have to re-enter the same information.
Fantastic!! Once we were live, it's been a great experience and one I'd happily recommend to anyone. It works fantastically well, it's a great product and helps our Finance team in their day to day operations.
The fact that it works so well, its the bit of tech that works perfectly and does its job smoothly Passing data between our ERP and CRM ensuring Finance teams work efficiently and effectively with the right data at all times
Commercient has been incredibly valuable in connecting our ERP to our CRM, a process our technical team didn't have the capacity to handle ourselves at the time.
Heavy workloads can be reduced with this automated process
They have been friendly and helpful whenever we have questions and are more than willing to meet if needed. They handled the heavy lifting for us and didn't require much of a technical specialist to assist if we didn't have one available.
Commercient SYNC is a solid integration tool that bridges the gap between ERP and CRM platforms effectively. Once configured, it runs reliably and improves cross-team visibility.
Commercient Integration of Shopify e-Commerce with Syspro ERP
Our order entry process needed a boost in efficiency and a reduction in manual entry errors, and Commercient delivered by setting up a synchronization system between our Shopify platform and our Syspro ERP system.
A Pulse workflow starts from a specific event in Customer.io, such as a customer triggers a tracked event, and runs a single defined action in Keap each time that event fires. Exact triggers and actions are configured per workflow.
Yes. Pulse listens for the event in Customer.io and pushes the update to Keap as soon as it happens, rather than waiting for a scheduled batch sync. Typical delivery is near-instant, depending on the source platform's webhook or event support.
Yes, though it runs as a separate one-way workflow in the other direction. Commercient can set up a second Pulse trigger so that when an Opportunity's stage changes in Keap, the update flows back into Customer.io automatically.
Pulse workflows are event-driven, so they react as soon as Customer.io emits the triggering event. Reaction time is typically within seconds, depending on how quickly Customer.io delivers the event.
No. Pulse workflows are configured, not coded. Commercient sets up the trigger in Customer.io and the matching action in Keap for you, so no in-house development work is required.
Commercient is an AI-first software company based in Atlanta, that connects ERP, CRM, eCommerce, and related systems through its cloud-hosted integration platform, with reusable templates and AI-assisted tools.