HighLevel and Keap automations — Sales & Leads

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

91 scenarios

New Keap projects become tasks in HighLevel
New contacts in Keap — Updating contacts in HighLevel
Keap customers land in your address book
Updated contacts in Keap — Contacts in HighLevel
New lead in Keap becomes a task in HighLevel
New contacts in Keap — Updating deals in HighLevel
Deal moves a stage in Keap — a task appears in HighLevel
New contacts in Keap — Contacts in HighLevel
Keap submissions become tasks in HighLevel
New contacts in Keap — Updating contacts in HighLevel
New Keap contacts show up in HighLevel
New CRM deal, task in your task manager
New contacts in Keap — Updating deals in HighLevel
Updated contacts in Keap — Updating deals in HighLevel
Updated contacts in HighLevel — Finding contacts in Keap
New form responses in Formstack — Contacts in Keap — variant 9
Updated contacts in HighLevel — Updating contacts in Keap
Updated contacts in HighLevel — Tags in Keap
New companies in Keap — Contacts in HighLevel
New deals in HighLevel — Contacts in Keap
New orders in Keap — Deals in HighLevel
Updated contacts in HighLevel — Contacts in Keap
New orders in Keap — Contacts in HighLevel
New contacts in Keap — Contacts in HighLevel
New contacts in Keap — Contacts in HighLevel
New contacts in Keap — Deals in HighLevel
Updated contacts in HighLevel — Companies in Keap
New deals in HighLevel — Sending emails in Keap
New contacts in HighLevel — Notes in Keap
Address-book contacts become leads in your Keap
New orders in Keap — Updating contacts in HighLevel
Contacts from HighLevel into Keap audiences
Updated contacts in HighLevel — Notes in Keap
Updated contacts in Keap — Deleting contacts in Keap
Copy HighLevel entries into Keap
HighLevel entries — into Keap
New contacts in HighLevel — Tags in Keap
New contacts in Keap — Contacts in HighLevel
New contacts in HighLevel — Contacts in Keap
New tags in Keap — Contacts in HighLevel
New HighLevel contacts — into Keap audiences
New contacts in HighLevel — Companies in Keap
New deals in HighLevel — Companies in Keap
New contacts in HighLevel — Running apis in Keap
New meetings in ciscoWebex — Deleting contacts in HighLevel — variant 2
New contacts in Keap — Deleting tasks in HighLevel
Contacts synced into accounting
New contacts in Keap — Deleting contacts in HighLevel
New contacts in HighLevel — Updating contacts in Keap
Updated contacts in Keap — Deals in HighLevel
Found: contacts in Keap — Contacts in Keap
New contacts in Keap — Records in One C
Contacts from Keap as records in HighLevel
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 HighLevel and One C
Contacts from Keap — into HighLevel 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
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
New subscribers scored and enriched — straight into your CRM
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
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
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
Requests routed to the right team — sorted automatically
Properties with owner contacts — daily to your CRM and email
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
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B prospect search and personal outreach — on autopilot
CRM deals synced to a sheet, with a daily email summary
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
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