Keap and LoneScale automations — Sales & Leads

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

98 scenarios

New leads in LoneScale — Deleting tags in Keap
LoneScale leads — contacts in Keap
New leads in LoneScale — Deleting contacts in Keap
New contacts in Keap — Updating contacts in LoneScale
New leads in LoneScale — Companies in Keap
New contacts in Keap — Updating contacts in LoneScale
Push LoneScale leads into Keap audiences
New leads in LoneScale — Tags in Keap
New leads in LoneScale — Updating notes in Keap
Updated contacts in LoneScale — Companies in Keap
New form responses in Formstack — Contacts in Keap — variant 9
New contacts in Keap — Running apis in LoneScale
New subscribers in Mailchimp — Records in LoneScale
New contacts in Keap — Updating contacts in LoneScale
New lists in LoneScale — Contacts in Keap
New leads in LoneScale — Contacts in Keap
Contacts from Keap into LoneScale audiences
New leads in LoneScale — Updating contacts in Keap
Updated contacts in Freshdesk — Deleting contacts in Freshdesk
New records in LoneScale — Contacts in Keap
Updated contacts in LoneScale — Finding contacts in Keap
New Keap contacts — into LoneScale audiences
Updated contacts in LoneScale — Updating contacts in Keap
New leads in LoneScale — Sending SMS in Voximplant
New orders in Keap — Updating contacts in LoneScale
New records in Google Sheets — Sending emails in Keap — variant 3
Found: companies in LoneScale — Contacts in Keap
New leads in LoneScale — Notes in Keap
New lists in LoneScale — Updating contacts in Keap
New contacts in Keap — Records in LoneScale
New attendees in eventbrite — Records in LoneScale — variant 2
New leads in LoneScale — Contacts in Keap — variant 2
New leads in LoneScale — Contacts in Keap
New form responses in JotForm — Contacts in Keap
Updated contacts in LoneScale — Contacts in Keap
A new contact — instantly a card on your task board
New form responses in Formstack — Contacts in Keap — variant 5
Updated contacts in LoneScale — Notes in Keap
New Keap land in LoneScale by themselves
Updated contacts in LoneScale — Tags in Keap
New form responses in Formstack — Sending emails in Keap — variant 4
Form leads as enriched CRM contacts
New webinar registrants in zoom — Contacts in Keap — variant 2
New contacts in LoneScale — Contacts in LoneScale — variant 4
New contacts in Keap — Contacts in Keap — variant 5
LoneScale leads as contacts in Keap
Found: customers in Get Course — Records in LoneScale
New Keap contacts — enriched via hunter, saved to LoneScale and One C
Form submissions into a sheet and support
A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
A meaningful reply to every website lead — by email, within a minute
Emails to found companies — from list to sent
Website inquiries: sheet, alert and one-click reply
Form submissions straight into a table — with an automatic reply
CRM event alerts across channels — with a log
Auto-qualifying inbound leads from a form
Business leads from Google Maps with auto-emails
Route leads by budget and source — automatically
Instant replies to inbound leads, with lead scoring
Quote requests handled — from form to client reply
Scoring and routing inbound leads — automatically
Score inbound leads against your own ideal-client profile
A form submission: scored, enriched with company data, answered personally
When a payment lands: receipt, CRM update and a team ping
Personalised welcome emails right after payment
A personal post-purchase message to your customer — automatic
Instant calling and booking of new ad leads
Contacts from business cards into a spreadsheet — by photo
Reply to new leads with a quick approval step
High-value lead alerts — to chat, sheet and calendar
Website leads: scored and routed — hot ones to sales, the rest to nurture
Scoring and routing leads from form submissions
Instant email reply to leads from ads
Form leads triaged: priority email for hot ones, a gentle one for the rest
Onboard a new client in one move
A card photo becomes a contact in your sheet
Finding businesses on the map and emailing them
Cold-email reply triage: hot leads notified instantly
A tailored reply to every lead by topic, logged in a table
Sales call analysis that updates the CRM for you
Personal post-webinar follow-ups, written from the recording itself
A business card photo — turned into a contact and a follow-up email
Ready-to-buy clients from social — on request
Deal close-date forecasting from your own history, auto-updated in the CRM
Sales call breakdown: transcript, lead status, task
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Website lead scoring and an instant client reply
Classify and route every cold email reply
Finding customers on Reddit — on autopilot
Draft replies to website inquiries — ready on their own
Website enquiry triage: spam aside, customers get a personal reply
Incoming lead sorting and routing — automatically
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
B2B leads and first outreach from a single message
A follow-up email sequence per lead that stops on the first reply