Keap and Microsoft SharePoint automations — Client Onboarding

Ready-made scenarios where Keap and Microsoft SharePoint work for you (client onboarding): pick one — a copy appears in your account and runs on its own.

8 scenarios

New client onboarding — folder, email and team, automatically
Personalised welcome emails right after payment
A form lead: analysed in a sheet, answered by email, flagged in your chat
Client onboarding from a single form: folder, contact, channel, tasks
Onboard a new client in one move
Client onboarding from an intake form — checklist, consultant and kickoff
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Client onboarding from a single form: project, tasks, contract, channel