Keap and KoBoToolbox automations — Sales & Leads

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

56 scenarios

New form responses in KoBoToolbox — Updating contacts in Keap
A KoBoToolbox submission becomes a customer in Keap
Website submissions become CRM contacts
A KoBoToolbox submission — an email to Keap
New form responses in KoBoToolbox — Emails in Keap
KoBoToolbox submissions land in Keap
Orders from KoBoToolbox are created in Keap
A form response sends the email for you
Answers from KoBoToolbox go out as email from Keap
An email for every KoBoToolbox submission
A form answer turns into a task in progress
KoBoToolbox submissions — contacts in Keap
Form submissions become CRM contacts
New form responses in KoBoToolbox — Deleting contacts in Keap
KoBoToolbox submissions — tasks in Keap
New form responses in KoBoToolbox — Sending emails in Keap — variant 4
New form responses in KoBoToolbox — Contacts in Keap
Contacts from Keap into KoBoToolbox audiences
Found: files in KoBoToolbox — Contacts in Keap
New form responses in KoBoToolbox — Contacts in Keap
New form responses in KoBoToolbox — Contacts in Keap — variant 2
New Keap contacts — into KoBoToolbox audiences
New form responses in KoBoToolbox — Contacts in Keap — variant 4
New form responses in KoBoToolbox — Contacts in Amo Crm — variant 9
New form responses in KoBoToolbox — Contacts in Keap — variant 3
New contacts in Keap — Running apis in KoBoToolbox
New form responses in KoBoToolbox — Contacts in Keap
New form responses in KoBoToolbox — Users in Intercom — variant 2
New form responses in KoBoToolbox — Contacts in Keap — variant 5
Form leads as enriched CRM contacts
KoBoToolbox submissions update contacts in Keap
KoBoToolbox responses with email check via hunter into Keap
Form submissions into a sheet and support
KoBoToolbox submissions become contacts in Keap
Enriched contacts from KoBoToolbox — into Keap
A proposal right after the call — automatically
Form leads straight into the CRM
A project request — turned into a proposal and emailed to the client
A proposal from a form lead — as a ready document and email
Personalized welcome emails for every form submission
Personal emails to new leads — on their own after the form
Lead scoring and routing: hot leads straight to sales
CRM company and task from a form submission
A client proposal from a form — in minutes
Route leads by budget and source — automatically
A proposal and payment link right after the meeting
Lead verification and CRM sync — straight from a KoBoToolbox form
Instant reply to a property inquiry with matched listings
A form submission: scored, enriched with company data, answered personally
Lead scoring and an instant reply to the customer
Scoring and routing inquiries — automatically
A client proposal — assembled for you
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Automated cold outreach — with research on every lead
Agency client onboarding — folders, brief, and welcome email from one form
Leads from a form and a messenger in one base, shared among agents