Action Network and Keap automations — Sales & Leads

Ready-made scenarios where Action Network and Keap work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

81 scenarios

New contacts in Keap — Contacts in Action Network
New contacts in Keap — Updating contacts in Action Network
Updated contacts in Keap — Contacts in Action Network
New contacts in Keap — Updating contacts in Action Network
New Keap contacts show up in Action Network
Keap customers land in your address book
Updated contacts in Action Network — Updating contacts in Keap
Updated contacts in Action Network — Tags in Keap
New contacts in Action Network — Running apis in Keap
Updated contacts in Action Network — Contacts in Keap
Contacts synced into accounting
New form responses in Formstack — Contacts in Keap — variant 9
New tags in Action Network — Contacts in Keap
Updated contacts in Action Network — Notes in Keap
New Action Network contacts — into Keap audiences
New contacts in Action Network — Contacts in Keap
New contacts in Keap — Records in One C
Updated contacts in Action Network — Companies in Keap
Found: contacts in Keap — Contacts in Keap
Updated contacts in Keap — Deleting contacts in Keap
New contacts in Keap — Contacts in Action Network
New contacts in Keap — Contacts in Action Network
New contacts in Action Network — Tags in Keap
New contacts in Keap — Tags in Action Network
New contacts in Keap — Contacts in Action Network
Contacts from Action Network into Keap audiences
Copy Action Network entries into Keap
New contacts in Action Network — Notes in Keap
New companies in Keap — Contacts in Action Network
Updated contacts in Action Network — Finding contacts in Keap
Action Network entries — into Keap
Address-book contacts become leads in your Keap
New contacts in Action Network — Updating contacts in Keap
New contacts in Action Network — Companies in Keap
New orders in Keap — Updating contacts in Action Network
New orders in Keap — Contacts in Action Network
New contacts in Keap — Contacts in Keap — variant 4
New Keap contacts — enriched via hunter, saved to Action Network and One C
Contacts from Keap as records in Action Network
New contacts in Keap — Contacts in Keap — variant 3
Form leads as enriched CRM contacts
Website leads greeted — email, CRM, team alert
Contacts from Keap — into Action Network on their own
Form leads straight into the CRM
Two-way contact sync between two CRMs
Route each new order into your CRM, invoices, and mailing list
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Company news before every meeting
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
The right offer sent right after the enquiry — with a follow-up reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
High-value lead alerts — to chat, sheet and calendar
AI sales assistant: qualifies leads and books meetings
Morning briefs for your meetings — who and where from
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
A brief on the counterpart's company before a call
Cold outreach with personal emails and CRM logging
Intake and routing of service requests with appointment booking
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A brief on the person and their company before a call
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Automatic meeting booking for new clients
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Daily meeting brief with attendee research
A brief for every external meeting — in the morning, before your day starts
Lead triage and qualification — with demos and follow-ups
An AI assistant over your CRM in any messenger
A sales assistant across every messenger