Битрикс24 and Keap automations — Sales & Leads

Ready-made scenarios where Битрикс24 and Keap work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

59 scenarios

New CRM deal, task in your task manager
New lead in Keap becomes a task in Bitrix24
Deal moves a stage in Keap — a task appears in Bitrix24
Keap submissions become tasks in Bitrix24
New Keap contacts show up in Bitrix24
New Keap projects become tasks in Bitrix24
Keap customers land in your address book
Contacts from Bitrix24 into Keap audiences
Contacts synced into accounting
Address-book contacts become leads in your Keap
New Bitrix24 contacts — into Keap audiences
Bitrix24 entries — into Keap
Copy Bitrix24 entries into Keap
Contacts from Keap — into bitrix24 on their own
Website leads greeted — email, CRM, team alert
Two-way contact sync between two CRMs
An instant personal reply to every new lead
Form leads straight into the CRM
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
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
New subscribers scored and enriched — straight into your CRM
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
A follow-up email after a canceled meeting — automatically
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
A lead replies — the CRM card updates and a task lands on a rep
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
Capture and route leads from every channel
Re-engage stalled leads with a ready-made email
CRM data quality audit, delivered to your inbox
Automatic follow-ups on stalled deals
Automatic lead qualification in bitrix24
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B prospect search and personal outreach — on autopilot
A brief on the person and their company before a call
CRM deals synced to a sheet, with a daily email summary
Meeting prep that arrives on its own — contact, deals, company and talking points
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Lead gathering and drafted emails for approval, sending the approved
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials