Drift and Keap automations — Sales & Leads

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

66 scenarios

Keap customers land in your address book
Updated contacts in Keap — Contacts in Drift
New contacts in Keap — Contacts in Drift
New contacts in Keap — Updating contacts in Drift
New Keap contacts show up in Drift
New contacts in Keap — Updating contacts in Drift
Contacts from Drift into Keap audiences
New contacts in Drift — Updating contacts in Keap
New contacts in Drift — Running apis in Keap
New goals in drift — Contacts in Keap
New contacts in Keap — Contacts in Drift
New messages in drift — Contacts in Keap
New contacts in Keap — Contacts in Drift
Drift entries — into Keap
New contacts in Keap — Records in One C
New companies in Keap — Contacts in Drift
Updated contacts in Keap — Deleting contacts in Keap
New tags in Keap — Contacts in Drift
New form responses in Formstack — Contacts in Keap — variant 9
New contacts in Drift — Companies in Keap
Updated contacts in Drift — Companies in Keap
New contacts in Keap — Contacts in Drift
Updated contacts in Drift — Finding contacts in Keap
New contacts in Drift — Tags in Keap
Copy Drift entries into Keap
Found: contacts in Keap — Contacts in Keap
Address-book contacts become leads in your Keap
New orders in Keap — Updating contacts in Drift
Updated contacts in Drift — Tags in Keap
New orders in Keap — Contacts in Drift
New Drift contacts — into Keap audiences
New contacts in Drift — Contacts in Keap
Contacts synced into accounting
Updated contacts in Drift — Contacts in Keap
New contacts in Drift — Notes in Keap
New meetings in ciscoWebex — Deleting contacts in Drift — variant 2
Updated contacts in Drift — Notes in Keap
Updated contacts in Drift — Updating contacts in Keap
New contacts in Keap — Deleting contacts in Drift
New contacts in drift — Notes in Keap
New contacts in drift — Contacts in Keap
Contacts from Keap as records in Drift
New Keap contacts — enriched via hunter, saved to Drift and One C
New contacts in Keap — Contacts in Keap — variant 4
New contacts in Keap — Contacts in Keap — variant 3
Form leads as enriched CRM contacts
Website leads greeted — email, CRM, team alert
Verify drift leads and create Keap contacts
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
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-lead handling: CRM entry, team alert and 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
Cold outreach with personal emails and CRM logging
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An AI assistant over your CRM in any messenger