Automate with Zapier & Make

Connect KeystoneIQ to your existing tools so competitive intelligence flows into your workflow automatically. No manual copying needed.

Plan required: Growth or Pro (API keys are not available on Free or Starter).

What you can automate

Use case	What happens
Auto-generate deal briefs	When a new deal appears in your CRM, KeystoneIQ creates a tailored brief with talking points and objection handlers, so reps are prepared before their first call.
Send call notes to KeystoneIQ	After a sales call, push notes from your call tool into KeystoneIQ so they're included in future briefs and Ask KIQ answers.
Push briefs to Slack or email	When a new brief is ready, automatically send it to a Slack channel or team email so no one misses it.

Getting started

Go to Developer in the sidebar → Create API key
Copy the key (you'll only see it once)
Use the key as Authorization: Bearer sk_your_key in Zapier or Make HTTP actions

Keep your key safe. Don't share it or save it in code. If exposed, revoke it in Developer and create a new one.

For full endpoint details, see the REST API reference.

Example 1: Auto-generate deal briefs when a CRM deal is created

What this does: When a rep creates a new opportunity in HubSpot, KeystoneIQ automatically generates a deal-specific brief with competitive talking points. The brief is ready in about 20 minutes.

Important: The deal must be synced to KeystoneIQ first. Make sure you've connected HubSpot in Settings → Integrations and run an initial sync. Add a 5–10 minute delay in your automation to allow the sync to complete before triggering the brief.

Zapier setup

Trigger: HubSpot → New Deal
Add a Delay: Delay by Zapier → 10 minutes
Action: Webhooks by Zapier → POST
- URL: https://keystoneiq.ai/api/v1/jobs/trigger-deal-brief
- Headers: Authorization: Bearer sk_your_key
- Body (JSON): { "hubspot_deal_id": "{{deal_id}}" }

Make setup

Trigger: HubSpot → Watch Deals (create)
Add a Sleep module: 10 minutes
Action: HTTP → Make a Request
- URL: https://keystoneiq.ai/api/v1/jobs/trigger-deal-brief
- Method: POST
- Headers: Authorization: Bearer sk_your_key
- Body: { "hubspot_deal_id": "{{deal_id}}" }

Works with Salesforce, Pipedrive, and Zoho too. Use the corresponding salesforce_opportunity_id, pipedrive_deal_id, or zoho_opportunity_id field instead.

Example 2: Send call notes or deal context to KeystoneIQ

What this does: After a sales call, discovery meeting, or win/loss interview, push the notes into KeystoneIQ so they're included in your next brief and available in Ask KIQ.

API call

POST https://keystoneiq.ai/api/v1/intelligence
Authorization: Bearer sk_your_key
Content-Type: application/json

{
  "content": "Discovery call with Acme Corp. They mentioned switching from Competitor X due to poor onboarding...",
  "item_type": "deal_note"
}

Fields

Field	Required	Description
`content`	Yes	The text to add (call notes, meeting notes, competitive intel)
`item_type`	No	`deal_note`, `win_note`, `loss_note`, `call_recap`, `competitor_evidence`, or `general`
`deal_id`	No	KeystoneIQ deal UUID (links the note to a specific deal)
`competitor_id`	No	KeystoneIQ competitor UUID (links the note to a specific competitor)

Rate limit: 30 requests per hour per workspace.

Example 3: Push briefs to Slack or email

What this does: When a weekly brief or deal brief is generated, automatically send it to your team's Slack channel or an email distribution list.

Zapier setup

Trigger: Schedule by Zapier → Every Monday at 10am
Action: Webhooks by Zapier → GET
- URL: https://keystoneiq.ai/api/v1/briefs?limit=1&type=weekly
- Headers: Authorization: Bearer sk_your_key
Action: Slack → Send Message
- Channel: #competitive-intel
- Message: Use brief title and executive summary from the API response

Testing your automation

After setting up your Zap or Make scenario:

Trigger a test: create a test deal in your CRM or run the Zap manually
Check results: look for the brief or intel item in KeystoneIQ within 20 minutes
If it fails: check the Zapier/Make task history for the error code and see the troubleshooting table below

Troubleshooting

Error	What it means	What to do
401 Unauthorized	API key is missing, expired, or wrong	Go to Developer → check your key is correct. Use format: `Bearer sk_xxx`
402 Upgrade required	Your plan doesn't include API access	Ask your workspace owner to upgrade to Growth or Pro
404 Deal not found	The deal hasn't synced to KeystoneIQ yet	Run a CRM sync in Settings → Integrations first, or add a delay to your automation
429 Rate limit	Too many requests in one hour	Space out your automations. Limits: 5 deal briefs/hour, 30 intel items/hour
500 Server error	Something went wrong on our side	Retry after a few minutes. If persistent, contact support@keystoneiq.ai

Need help?

Full API docs: REST API reference
In-app help: Help (sidebar) → "Connect Zapier or Make"
Support: support@keystoneiq.ai

Zapier and Make are third-party services; their terms apply. KeystoneIQ is not affiliated with Zapier Inc. or Celonis SE.