Google Sheets and Keap automations — Sales & Leads

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

151 scenarios

CRM submissions logged as spreadsheet rows
Rows from Google Sheets update contacts in Keap
New Google Sheets rows — contacts in Keap
Contacts logged into a spreadsheet
A website lead: to the team chat, into a sheet, with an email to the client
An email to every new lead
Cold email outreach with automatic status tracking
Stale listings revived — with an email to the owner
Every lead gets an answer within the first minute
New client onboarding — folder, email and team, automatically
Scheduled emails to new leads from your sheet
A project request — turned into a proposal and emailed to the client
A meaningful reply to every website lead — by email, within a minute
Website inquiries: sheet, alert and one-click reply
Emails to found companies — from list to sent
CRM event alerts across channels — with a log
Targeted outreach to organisations — a list per region
Personalized outreach from a list — written by AI
Application processing and agent assignment — on autopilot
Emails matched to a lead's readiness: warm gets one thing, cold gets another
Lead scoring and routing: hot leads straight to sales
Personalized outreach emails — written for you
Leads scored and routed to a rep — straight from the form
Send emails down a sheet list, one by one with pauses
B2B lead screening and first outreach — automatically
Enriching leads with contacts — drop a sheet, get a filled CRM
Every lead: reply, CRM and nurture, instantly
An instant reply to every new lead from your sheet
A proposal and payment link right after the meeting
A personalized sales proposal from a table row, ready and sent
A morning campaign digest — conclusions instead of eight hundred rows
Instant replies to inbound leads, with lead scoring
Route leads by budget and source — automatically
CRM company and task from a form submission
A new lead: a CRM card and a welcome — instantly
LinkedIn lead finding and personalized outreach
Form submissions: triaged, answered and pushed to your team
Personalized outreach from a list on autopilot
Scoring and routing inbound leads — automatically
Score inbound leads against your own ideal-client profile
An instant reply to every inquiry
A personal email for every lead — as a ready draft
New-lead handling: CRM entry, team alert and reminder
Profile data collected from a link list into a sheet
A personal welcome for every new client
Personalised welcome emails right after payment
When a payment lands: receipt, CRM update and a team ping
The right offer sent right after the enquiry — with a follow-up reminder
Instant reply to a property inquiry with matched listings
Contacts tagged by role and seniority — automatically
A form submission: scored, enriched with company data, answered personally
Winning back cold leads — an email built from your own thread
Instant SMS to a new lead and an auto follow-up if they go quiet
Cold-email drafts tailored to each company
Personal messages to new contacts — automatically
Instant replies to leads — day and night
Contacts from business cards into a spreadsheet — by photo
A personal post-purchase message to your customer — automatic
Welcome emails for new clients — automatically
A ready lead magnet for your niche — as a document, sent by email
A form lead: analysed in a sheet, answered by email, flagged in your chat
Website leads into a mini-CRM with automatic client emails
A follow-up email series for leads — on schedule, on its own
High-value lead alerts — to chat, sheet and calendar
AI sales assistant: qualifies leads and books meetings
Winning back leaving customers — every day, on its own
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing inquiries — automatically
An automated follow-up email sequence for your contacts
Voice call-backs for new leads — within five minutes
Dead email addresses get flagged in your list automatically
Full company records in your CRM, from a domain list
Instant email reply to leads from ads
Client onboarding from an intake form — checklist, consultant and kickoff
A card photo becomes a contact in your sheet
Onboard a new client in one move
Email outreach with address verification
A waitlist with email confirmation — in a sheet
Welcome emails for new customers with tracking
Client renewal reminders — ahead of time
Capture and route leads from every channel
Screening leads by criteria — with a reply to each
Cold outreach with varied templates and tracking
Find clients and send first emails — from one form
Cold-email reply triage: hot leads notified instantly
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Intake and routing of service requests with appointment booking
Voice-call and qualify leads — on autopilot
A tailored reply to every lead by topic, logged in a table
Sales call analysis that updates the CRM for you
Cold email campaigns from a spreadsheet with A/B variants
Score event RSVPs and route them to sales
Personal post-webinar follow-ups, written from the recording itself
A pre-call client brief — assembled for you
A lead funnel with personal email and follow-up
Form leads into a table with emails and reminders
A business card photo — turned into a contact and a follow-up email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Social-network leads, scored and synced to your CRM
Meeting prep that arrives on its own — contact, deals, company and talking points