Freshworks CRM + Keap scenarios — Sales & Leads

Ready-made scenarios where Freshworks CRM and Keap work together: pick one — a copy appears in your account and runs on its own.

98 scenarios

Keap customers land in your address book
Deal moves a stage in Keap — a task appears in Freshworks CRM
New lead in Keap becomes a task in Freshworks CRM
New contacts in Keap — Updating contacts in Freshworks CRM
New Keap contacts show up in Freshworks CRM
New contacts in Keap — Accounts in Freshworks CRM
New contacts in Keap — Updating deals in Freshworks CRM
New contacts in Keap — Updating notes in Freshworks CRM
New contacts in Keap — Updating accounts in Freshworks CRM
New contacts in Keap — Notes in Freshworks CRM
Updated contacts in Keap — Contacts in Freshworks CRM
New contacts in Keap — Updating contacts in Freshworks CRM
New Keap projects become tasks in Freshworks CRM
Keap submissions become tasks in Freshworks CRM
New CRM deal, task in your task manager
New contacts in Keap — Contacts in Freshworks CRM
New form responses in Formstack — Contacts in Keap — variant 9
New contacts in Keap — Deleting tasks in Freshworks CRM
New contacts in Keap — Records in One C
New companies in Keap — Contacts in Freshworks CRM
Contacts from Freshworks CRM into Keap audiences
Updated contacts in Freshworks CRM — Updating contacts in Keap
New contacts in Keap — Contacts in Freshworks CRM
New contacts in Freshworks CRM — Contacts in Keap
Updated contacts in Keap — Deals in Freshworks CRM
New contacts in Keap — Deals in Freshworks CRM
New contacts in Keap — Accounts in Freshworks CRM
New contacts in Keap — Deleting contacts in Freshworks CRM
New contacts in Freshworks CRM — Companies in Keap
New contacts in Freshworks CRM — Notes in Keap
New contacts in Keap — Contacts in Freshworks CRM
Copy Freshworks CRM entries into Keap
New deals in Freshworks CRM — Companies in Keap
New Freshworks CRM contacts — into Keap audiences
Updated contacts in Keap — Notes in Freshworks CRM
New contacts in Freshworks CRM — Running apis in Keap
New deals in Freshworks CRM — Contacts in Keap
New contacts in Keap — Contacts in Freshworks CRM
New contacts in Freshworks CRM — Updating contacts in Keap
Found: contacts in Keap — Contacts in Keap
New contacts in Keap — Updating deals in Freshworks CRM
Address-book contacts become leads in your Keap
New orders in Keap — Deals in Freshworks CRM
Updated contacts in Freshworks CRM — Tags in Keap
New deals in Freshworks CRM — Sending emails in Keap
Updated contacts in Keap — Deleting contacts in Keap
New tags in Keap — Contacts in Freshworks CRM
Updated contacts in Freshworks CRM — Contacts in Keap
Contacts synced into accounting
New contacts in Freshworks CRM — Tags in Keap
New meetings in ciscoWebex — Deleting contacts in Keap — variant 2
Updated contacts in Keap — Updating deals in Freshworks CRM
New orders in Keap — Contacts in Freshworks CRM
New orders in Keap — Updating contacts in Freshworks CRM
Updated contacts in Keap — Accounts in Freshworks CRM
Freshworks CRM entries — into Keap
Updated contacts in Freshworks CRM — Finding contacts in Keap
Updated contacts in Freshworks CRM — Companies in Keap
New contacts in Keap — Contacts in Keap — variant 4
New contacts in Keap — Contacts in Keap — variant 3
Form leads as enriched CRM contacts
New Keap contacts — enriched via hunter, saved to Freshworks CRM and One C
Contacts from Keap as records in Freshworks CRM
Contacts from Keap — into Freshworks CRM on their own
Website leads greeted — email, CRM, team alert
Two-way contact sync between two CRMs
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
New subscribers scored and enriched — straight into your CRM
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
Lead verification and CRM sync — straight from a JotForm form
Instant reply to a property inquiry with matched listings
A follow-up email after a canceled meeting — automatically
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
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
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
B2B prospect search and personal outreach — on autopilot
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An AI assistant over your CRM in any messenger

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.