Compass and Keap automations — Sales & Leads

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

74 scenarios

New messages in Compass — Updating contacts in Keap
Contacts from Keap into Compass audiences
New messages in Compass — Contacts in Keap
New messages in Compass — Contacts in Keap
New contacts in Keap — Running apis in Compass
New Keap contacts — into Compass audiences
Website requests — straight to your messenger, a confirmation to the client
From Compass through Keap — the answer back to Compass
New CRM contacts — enrichment and alert
Validating new contacts for dead addresses
A website lead: to the team chat, into a sheet, with an email to the client
New client onboarding — folder, email and team, automatically
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Every lead: reply, CRM and nurture, instantly
Lead scoring and routing: hot leads straight to sales
An instant reply to every new lead from your sheet
Inbound leads scored, with alerts and draft replies for the hot ones
Quote requests handled — from form to client reply
Pitch an upgrade at the exact moment a customer outgrows their plan
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
When a payment lands: receipt, CRM update and a team ping
A personal post-purchase message to your customer — automatic
Matching properties to a client in budget — right on the request
Instant calling and booking of new ad leads
Stalled deals bring themselves back to life
Instant replies to leads — day and night
A form lead: analysed in a sheet, answered by email, flagged in your chat
Website leads: scored and routed — hot ones to sales, the rest to nurture
High-value lead alerts — to chat, sheet and calendar
Lead scoring and an instant reply to the customer
Client onboarding from a single form: folder, contact, channel, tasks
A personal plan for every new lead — right after the request
Smart lead routing to reps — instant, with no manual assignment
Lead qualification by robo-call — with a proposal for the good fits
Scoring and routing leads from form submissions
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Win back past event attendees with emails written for each of them
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
Intake and routing of service requests with appointment booking
Cold-email reply triage: hot leads notified instantly
Re-engage stalled leads with a ready-made email
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Sales call breakdown: transcript, lead status, task
Property enquiries: instant auto-reply and the right agent alerted
Website leads — enrichment, scoring and routing to CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
B2B leads and cold emails — sourcing and sending, automated
Ready-to-buy clients from social — on request
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Tender questionnaires — answered for you
Classify and route every cold email reply
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring and an instant client reply
Website enquiry triage: spam aside, customers get a personal reply
Personal touches across all channels — email, LinkedIn, messenger
Incoming lead sorting and routing — automatically
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Daily meeting brief with attendee research
Lead qualification and client document collection — automated
Kick off a client project the moment they pay
Personalized lead emails with chat approval
A brief for every external meeting — in the morning, before your day starts
Cold outreach with follow-ups and reply tracking
Leads from a form and a messenger in one base, shared among agents