---
title: 'Applied Epic + Keap'
url: 'https://www.staging38.commercient.com/product/applied-epic-keap/'
date: '2026-06-19T09:57:04-04:00'
modified: '2026-06-19T09:57:04-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Keap, giving your team access to Applied Epic data directly within Keap. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Keap, giving sales teams access to ERP customer, order, invoice and inventory data from inside Keap. Sales teams can check stock availability, pricing and open orders in Keap before and after every customer call.

## What syncs

- Sync Applied Epic Sales Orders and Status Updates to Keap
- Update Keap Contacts from Applied Epic Customer Contacts
- View Applied Epic Inventory in Keap
- Sync Applied Epic Payments to Keap Account Records
- Access Applied Epic Price Lists from Keap
- Sync Applied Epic Credit Notes to Keap

## Why Commercient

### Territory and region alignment

Sync Applied Epic customer region and territory data to Keap so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

### Customer contact sync

Sync Applied Epic Contacts to Keap Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Applied Epic Customers to Keap Companies and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

Sync Applied Epic Sales Orders, Invoices and Order History to Keap so sales reps can review order status and customer purchase activity without leaving the CRM.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Keap

Keap is a CRM and marketing automation platform for small businesses, managing contacts, pipelines, automations, invoices and customer follow-up.

## Frequently asked questions

### Can sales reps see Applied Epic Invoices and Payments inside Keap?

Yes, Commercient can surface Applied Epic Invoices and Payments data inside Keap so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Applied Epic Items and Inventory be accessed from Keap?

Yes, Commercient can sync Applied Epic Items and Inventory to Keap so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between Applied Epic and Keap?

Commercient can support bidirectional sync between Applied Epic and Keap, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Applied Epic Price Lists sync to Keap for sales quoting?

Yes, Commercient can sync Applied Epic Price Lists to Keap so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Applied Epic data in Keap?

Commercient can support surfacing Applied Epic data inside Keap views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.