Keap and Microsoft SharePoint automations — Sales & Leads

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

100 scenarios

New attendees in eventbrite — Records in Microsoft SharePoint — variant 2
New records in Microsoft SharePoint — Contacts in Keap
New Keap land in Microsoft SharePoint by themselves
A new contact — instantly a card on your task board
New subscribers in Mailchimp — Records in Microsoft SharePoint
New form responses in JotForm — Contacts in Keap
Updated records in Microsoft SharePoint — Updating contacts in Keap
New contacts in Keap — Records in Microsoft SharePoint
Updated records in Microsoft SharePoint — Contacts in Keap
Found: customers in Get Course — Records in Microsoft SharePoint
New webinar registrants in zoom — Contacts in Keap — variant 2
New Keap contacts — enriched via hunter, saved to Amo Crm and Microsoft SharePoint
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
New client onboarding — folder, email and team, automatically
A meaningful reply to every website lead — by email, within a minute
A project request — turned into a proposal and emailed to the client
Website inquiries: sheet, alert and one-click reply
Emails to found companies — from list to sent
CRM event alerts across channels — with a log
Form submissions straight into a table — with an automatic reply
Lead scoring and routing: hot leads straight to sales
Auto-qualifying inbound leads from a form
LinkedIn lead finding and personalized outreach
Personalized cold outreach on a schedule
Route leads by budget and source — automatically
A new lead: a CRM card and a welcome — instantly
Business leads from Google Maps with auto-emails
A PDF pricing proposal from your sheet — sent to the client
Quote requests handled — from form to client reply
Instant replies to inbound leads, with lead scoring
CRM company and task from a form submission
Score inbound leads against your own ideal-client profile
Scoring and routing inbound leads — automatically
The right offer sent right after the enquiry — with a follow-up reminder
A form submission: scored, enriched with company data, answered personally
Contacts tagged by role and seniority — automatically
When a payment lands: receipt, CRM update and a team ping
Personalised welcome emails right after payment
Leads from a post's likes and comments — straight to your CRM
A personal post-purchase message to your customer — automatic
Contacts from business cards into a spreadsheet — by photo
A form lead: analysed in a sheet, answered by email, flagged in your chat
Reply to new leads with a quick approval step
Client onboarding from a single form: folder, contact, channel, tasks
Website leads: scored and routed — hot ones to sales, the rest to nurture
High-value lead alerts — to chat, sheet and calendar
A personal plan for every new lead — right after the request
Scoring and routing inquiries — automatically
Scoring and routing leads from form submissions
Lead qualification by robo-call — with a proposal for the good fits
A waitlist with email confirmation — in a sheet
Capture and route leads from every channel
A card photo becomes a contact in your sheet
Screening leads by criteria — with a reply to each
Form leads triaged: priority email for hot ones, a gentle one for the rest
Client onboarding from an intake form — checklist, consultant and kickoff
Onboard a new client in one move
Client renewal reminders — ahead of time
Finding businesses on the map and emailing them
Find clients and send first emails — from one form
Intake and routing of service requests with appointment booking
Cold-email reply triage: hot leads notified instantly
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
A tailored reply to every lead by topic, logged in a table
Sales call analysis that updates the CRM for you
A business card photo — turned into a contact and a follow-up email
Personal post-webinar follow-ups, written from the recording itself
Social-network leads, scored and synced to your CRM
Deal close-date forecasting from your own history, auto-updated in the CRM
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
Property enquiries: instant auto-reply and the right agent alerted
CRM deals synced to a sheet, with a daily email summary
B2B leads and cold emails — sourcing and sending, automated
Website lead scoring and an instant client reply
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Finding customers on Reddit — on autopilot
Classify and route every cold email reply
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding from a single form: project, tasks, contract, channel
Draft replies to website inquiries — ready on their own
A four-email sequence — personalised for each recipient
Website enquiry triage: spam aside, customers get a personal reply
Client brief breakdowns, done for you with industry research
Lead gathering and drafted emails for approval, sending the approved
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Sales proposals tailored to each client — on their own
Cold outreach with email checks and anti-spam pacing
B2B leads and first outreach from a single message
A follow-up email sequence per lead that stops on the first reply
An AI assistant over your CRM in any messenger
A sales assistant across every messenger