Keap and Mautic automations — Sales & Leads

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

84 scenarios

New contacts in Mautic — Updating notes in Keap
New contacts in Mautic — Notes in Keap
New contacts in Keap — Updating contacts in Mautic
Updated contacts in mautic — Contacts in Keap
New contacts in Keap — Updating contacts in Mautic
New contacts in Keap — Finding companies in Mautic
Updated contacts in Keap — Contacts in Mautic
New contacts in Keap — Contacts in Mautic
New Keap contacts show up in Mautic
Keap customers land in your address book
Updated contacts in Mautic — Tags in Keap
New contacts in Keap — Contacts in Mautic
Copy Keap entries into Mautic
New orders in Keap — Updating contacts in Mautic
New orders in Keap — Contacts in Mautic
New companies in Keap — Contacts in Mautic
Address-book contacts become leads in your Keap
New contacts in Mautic — Tags in Keap
Keap entries — into Mautic
New contacts in Keap — Records in One C
Updated contacts in Mautic — Deleting contacts in Mautic
New tags in Keap — Contacts in Mautic
New contacts in Mautic — Notes in Keap
Contacts synced into accounting
New contacts in Keap — Running apis in Mautic
Updated contacts in Keap — Companies in Mautic
New contacts in Keap — Contacts in Mautic
New contacts in Keap — Deleting contacts in Mautic
New contacts in Mautic — Tags in Keap
New contacts in Keap — Companies in Mautic
New meetings in ciscoWebex — Deleting contacts in Mautic — variant 2
Updated contacts in Mautic — Updating contacts in Keap
Updated contacts in Keap — Contacts in Mautic
New contacts in Keap — Contacts in Mautic
New contacts in Keap — Updating contacts in Mautic
Updated contacts in Keap — Updating companies in Mautic
Updated contacts in Mautic — Notes in Keap
New Keap contacts — into Mautic audiences
Found: contacts in Mautic — Contacts in Mautic
Updated contacts in Keap — Finding contacts in Mautic
New form responses in Formstack — Contacts in Mautic — variant 9
New contacts in Keap — Contacts in Mautic
Contacts from Keap into Mautic audiences
New contacts in Mautic — Contacts in Mautic — variant 3
New contacts in Mautic — Contacts in Mautic — variant 4
Form leads as enriched CRM contacts
New Keap contacts — enriched via hunter, saved to Mautic and One C
Contacts from Keap as records in Mautic
Website requests — straight to your messenger, a confirmation to the client
Website leads greeted — email, CRM, team alert
Contacts from Mautic — into Keap on their own
Two-way contact sync between two CRMs
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
Lead scoring and routing: hot leads straight to sales
Send emails down a sheet list, one by one with pauses
Enriching leads with contacts — drop a sheet, get a filled CRM
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
A brief on the counterpart's company before a call
Morning briefs for your meetings — who and where from
A card photo becomes a contact in your sheet
Screening leads by criteria — with a reply to each
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
A brief on the person and their company before a call
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
An AI assistant over your CRM in any messenger