Keap automations — Meetings & Booking

Ready-made scenarios where Keap works for you (meetings & booking): pick one — a copy appears in your account and runs on its own.

73 scenarios

Book a meeting, land in the contact base
Booked in Calendly — saved into Keap
A booking creates the contact in your CRM
A new meeting creates a new record in your CRM
Eventbrite attendees become contacts in Keap
People who book via Calendly land in Keap
Personal emails to attendees right after an online meeting
Meeting notes — right after the call
Meeting recordings — into your storage and a shared log
Interview scheduling and invitations — automatically
Meeting minutes from a sheet — emailed to everyone
A personal email to everyone who books a meeting
Someone books a meeting — the guest gets an email, the team gets a heads-up
Take reservations through a chat assistant
Onboarding event attendees — on autopilot
Bookings through a form — into the calendar, with confirmation
Voice appointment reminders for clients
Appointment approvals in one tap, with the client's email written for you
Property-tour booking without the back-and-forth
Voice support that answers and books appointments
Installation booking approvals through chat
Manage meetings from chat
Voice appointment booking — the calendar fills itself
Win back no-shows within the hour
Meeting booking on your approval — without clashes
Meeting notes — into tasks, participant emails and a summary
Automated appointment booking with calendar and email confirmations
Call summaries — sent to your team and CRM automatically
Instant calling and booking of new ad leads
AI sales assistant: qualifies leads and books meetings
From a meeting — ready tasks, events and notifications
A meeting summary with a mood read — sent to your inbox
Voice call-backs for new leads — within five minutes
A meeting write-up in a doc — right after the call
A summary of every meeting, emailed automatically
Market signal breakdowns with priority routing and a plain-language summary
Online service booking through an AI chat
Intake and routing of service requests with appointment booking
Client booking through chat — with calendar management and a daily summary
Paid access to Zoom meetings via Stripe
Clinic booking with confirmation and reminder
Appointment booking by phone — by voice, no receptionist
Taking bookings in Telegram with Google Calendar entries
Answering customers and booking appointments — on their own, in DMs
Personal post-webinar follow-ups, written from the recording itself
The recording, emailed to everyone who missed the meeting
Patient intake triage and sorting — automatically
No-show risk scoring with reminders matched to the risk
Meeting notes and delivery to attendees — automatically
Meeting reminders so they don't get missed
Automatic meeting booking for new clients
Tasks and a recap email after a meeting — from one yes
Book meetings from a form — with calendar and video call
Appointment reminders 3 days and 1 day before — by email and message
AI screening of meeting requests — only the meetings worth it
Patient intake and routing — with AI assessment
Warm up your client with emails before the meeting
Meeting summaries and tasks across every channel — automatically
Call summaries, tasks and follow-ups, automatically
A мессенджер assistant that answers and books clients
Meeting summaries by email: decisions, tasks and deadlines, no note-taking
Appointment booking without the back-and-forth — slots book themselves
Paid appointment booking: calendar, payment and reminder
An AI support bot in the messenger with booking and emails
Winning back no-shows — follow-ups and rebooking, handled
Tasks from your meeting recording, straight into the tracker
Meeting minutes from a voice note — to a table, chat and inbox
Client visit booking — the assistant replies and books on its own
A post, an image and a video from a meeting recording
Meeting recording → tasks, a client email and an updated CRM record
Client bookings in your messenger — by text and voice, on autopilot
Appointment booking in chat — without a receptionist
A sales assistant across every messenger