Scriptera
Keap and Microsoft SharePoint automations — Inquiry Processing
Ready-made scenarios where Keap and Microsoft SharePoint work for you (inquiry processing): pick one — a copy appears in your account and runs on its own.
12 scenarios
- A website lead: to the team chat, into a sheet, with an email to the client
- A meaningful reply to every website lead — by email, within a minute
- Website inquiries: sheet, alert and one-click reply
- Form submissions straight into a table — with an automatic reply
- Quote requests handled — from form to client reply
- CRM company and task from a form submission
- Instant replies to inbound leads, with lead scoring
- Reply to new leads with a quick approval step
- Intake and routing of service requests with appointment booking
- Property enquiries: instant auto-reply and the right agent alerted
- Draft replies to website inquiries — ready on their own
- Website enquiry triage: spam aside, customers get a personal reply
