Keap and Mandrill automations — Sales & Leads

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

30 scenarios

Website leads greeted — email, CRM, team alert
Website requests — straight to your messenger, a confirmation to the client
Form leads straight into the CRM
New client onboarding — folder, email and team, automatically
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
Send emails down a sheet list, one by one with pauses
Leads scored and routed to a rep — straight from the form
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
Open-house visitors into your CRM and into an email, right after the visit
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Screening leads by criteria — with a reply to each
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
A card photo becomes a contact in your sheet
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Re-engaging quiet clients — weekly, without manual tracking
Instant emails on every new lead — to your team and to the client
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Sales proposals tailored to each client — on their own
A follow-up email sequence per lead that stops on the first reply