Scriptera
Keap and Microsoft Excel 365 automations — Sales & Leads
Ready-made scenarios where Keap and Microsoft Excel 365 work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
35 scenarios
- CRM submissions logged as spreadsheet rows
- Keap form submissions — rows in Microsoft Excel 365
- Updated records in microsoftExcel — Updating notes in Keap
- Contacts logged into a spreadsheet
- New spreadsheets in microsoftExcel — Contacts in Keap
- Updated records in microsoftExcel — Deleting contacts in Keap
- Updated records in microsoftExcel — Updating contacts in Keap
- New records in microsoftExcel — Contacts in Keap
- An email to every new lead
- Cold email outreach with automatic status tracking
- Stale listings revived — with an email to the owner
- Application processing and agent assignment — on autopilot
- Targeted outreach to organisations — a list per region
- Every lead: reply, CRM and nurture, instantly
- Personalized outreach emails — written for you
- Enriching leads with contacts — drop a sheet, get a filled CRM
- A morning campaign digest — conclusions instead of eight hundred rows
- A proposal and payment link right after the meeting
- Form submissions: triaged, answered and pushed to your team
- A PDF pricing proposal from your sheet — sent to the client
- Instant reply to a property inquiry with matched listings
- An automated follow-up email sequence for your contacts
- Instant email reply to leads from ads
- Full company records in your CRM, from a domain list
- Screening leads by criteria — with a reply to each
- Auto follow-up that turns leads into meetings — with reminders and sheet logging
- A lead funnel with personal email and follow-up
- Deal contacts — discovered and enriched automatically
- Personalized emails to leads — drawn from their profiles
- Finding customers in vk by your topic
- A client dossier for every booked meeting
- Customer churn prediction from deals and tickets
- Why deals were won and lost — analysed from the actual correspondence
- Reactivate cold leads with an automated sequence
- An AI assistant over your CRM in any messenger
