If you are a subscriber to leading equine platform Prism, then we have fully integrated your Keap App with your Prism portal.
Owners in Prism can be added to Keap as contacts. Likewise, selected contacts can be added into Prism as Owners. Thereafter, all contact records are automatically kept in sync between both systems.
Sync all new Owners from Prism to Keap
You do need to regularly sync owners from Prism to Keap. We recommend performing this sync as often as possible, or relative to how often you add owners and horses into your Prism account.
Click on the Prism logo in your Prism portal, then navigate to the CRM dashboard. Click the Sync with Keap button.
Any owner added manually into Prism will then be added into Keap.
For each active horse that exists in Prism, a corresponding tag will be created in Keap (in the ‘Horse’ tag category).
Each of those owners added to Keap receive a tag applied to their contact record to show which horses they own. However, you cannot see what share percentage a contact owns in each horse in Keap.
The integration also applies the Subscribed tag to those contacts in Keap, should you wish to request contacts to confirm their email address or send them any welcome emails from Keap.
Sync selected Contacts from Keap to Prism
Contacts in Keap can also be easily added into Prism as owners.
In your Keap account we have added a custom field called Sync With Prism. It is a YES/NO field.
By simply changing this field to YES, that contact will be added as an owner in your Prism portal within minutes.
You can update the Sync With Prism field to YES manually on a contact, or update many contacts in bulk, or update in an automation sequence after a contact places an order for a share in a horse (preferred). Speak to our implementation consultants about setting up that process.
What data is synchronised between Prism and Keap
Once owners in Prism are added to Keap as contacts, and Keap contacts are added to Prism as owners, the following data is constantly and immediately kept in sync between Prism and Keap.
As soon as any data changes in one system, the owner/contact data will update in the other system within minutes.
You can also choose 6 custom fields on contact records in Keap, to sync to Prism owner profiles (in addition to the standard contact details fields). This is very useful to be able to view the most important contact data in your Prism desktop or mobile app.
| Prism Owner Profile | Sync direction | Keap Contact Record |
|---|---|---|
| Primary Email Address | < > | Email 1 (defaults to Email Work) |
| Additional Email Addresses * | < > | Emails 2 and 3 * |
| First Name, Middle Name, Last Name | < > | First Name, Middle Name, Last Name |
| Phone Number | < > | Phone1 |
| Address | < > | Billing Address |
| Account Manager | < > | Owner (Keap User assigned as owner to contact) |
| Spouse | < > | Spouse |
| Date of Birth | < > | Date of Birth |
| Ranking (Platinum, Gold, Silver, Bronze) | < > | Ranking (Platinum, Gold, Silver, Bronze) |
| Nett Ownership Score | > | Nett Ownership Score (one-way sync to Keap) |
| Owner User ID | < > | Owner User ID |
| Horses Owned | > | Horse tags applied |
| 6 additional custom fields of your choosing | < > | 6 additional custom fields of your choosing |
* Note that Keap Emails are not sent to additional email addresses. We recommend additional email addresses be added into Prism as separate Owners, which are therefore synchronised with Keap contacts.