ClickUp and Keap automations — Sales & Leads

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

95 scenarios

Deal moves a stage in Keap — a task appears in ClickUp
Keap submissions become tasks in ClickUp
New Keap projects become tasks in ClickUp
New lead in Keap becomes a task in ClickUp
New CRM deal, task in your task manager
New Keap land in ClickUp by themselves
Contacts from Keap into ClickUp audiences
A new contact — instantly a card on your task board
New Keap contacts — into ClickUp audiences
A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
A project request — turned into a proposal and emailed to the client
A meaningful reply to every website lead — by email, within a minute
Emails to found companies — from list to sent
Website inquiries: sheet, alert and one-click reply
New deals routed automatically — to the team, table, and slides
CRM event alerts across channels — with a log
Form submissions straight into a table — with an automatic reply
Auto-qualifying inbound leads from a form
Lead scoring and routing: hot leads straight to sales
A client proposal from a form — in minutes
LinkedIn lead finding and personalized outreach
Quote requests handled — from form to client reply
Instant replies to inbound leads, with lead scoring
Business leads from Google Maps with auto-emails
A new lead: a CRM card and a welcome — instantly
Route leads by budget and source — automatically
CRM company and task from a form submission
Score inbound leads against your own ideal-client profile
Scoring and routing inbound leads — automatically
A form submission: scored, enriched with company data, answered personally
Contacts tagged by role and seniority — automatically
The right offer sent right after the enquiry — with a follow-up reminder
When a payment lands: receipt, CRM update and a team ping
Personalised welcome emails right after payment
Contacts from business cards into a spreadsheet — by photo
A follow-up email after a canceled meeting — automatically
A personal post-purchase message to your customer — automatic
Reply to new leads with a quick approval step
A form lead: analysed in a sheet, answered by email, flagged in your chat
High-value lead alerts — to chat, sheet and calendar
Website leads: scored and routed — hot ones to sales, the rest to nurture
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Lead qualification by robo-call — with a proposal for the good fits
New client onboarding — folder, tasks, channel, and email in a minute
Scoring and routing inquiries — automatically
Finding businesses on the map and emailing them
Client onboarding from an intake form — checklist, consultant and kickoff
Onboard a new client in one move
A card photo becomes a contact in your sheet
Client renewal reminders — ahead of time
A waitlist with email confirmation — in a sheet
Capture and route leads from every channel
Form leads triaged: priority email for hot ones, a gentle one for the rest
Intake and routing of service requests with appointment booking
Cold-email reply triage: hot leads notified instantly
Find clients and send first emails — from one form
A tailored reply to every lead by topic, logged in a table
End-to-end client onboarding from one form
A business card photo — turned into a contact and a follow-up email
Score event RSVPs and route them to sales
Sales call analysis that updates the CRM for you
Personal post-webinar follow-ups, written from the recording itself
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B prospect search and personal outreach — on autopilot
Ready-to-buy clients from social — on request
Deal close-date forecasting from your own history, auto-updated in the CRM
Sales call breakdown: transcript, lead status, task
Property enquiries: instant auto-reply and the right agent alerted
B2B leads and cold emails — sourcing and sending, automated
CRM deals synced to a sheet, with a daily email summary
Social-network leads, scored and synced to your CRM
Automatic follow-ups for prospects who went quiet
Website lead scoring — a task for the rep only on the strong ones
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring and an instant client reply
Finding customers on Reddit — on autopilot
Campaign and deal analytics — in one table
Classify and route every cold email reply
Draft replies to website inquiries — ready on their own
Website enquiry triage: spam aside, customers get a personal reply
Client onboarding from a single form: project, tasks, contract, channel
Client brief breakdowns, done for you with industry research
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Kick off a client project the moment they pay
B2B leads and first outreach from a single message
Agency client onboarding — folders, brief, and welcome email from one form
A follow-up email sequence per lead that stops on the first reply