Keap and Microsoft Teams automations — Sales & Leads

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

114 scenarios

New Keap projects become tasks in Microsoft Teams
New messages in Microsoft Teams — Contacts in Keap
New CRM deal, task in your task manager
Deal moves a stage in Keap — a task appears in Microsoft Teams
New lead in Keap becomes a task in Microsoft Teams
New conversations in Microsoft Teams — Updating contacts in Keap
New conversations in Microsoft Teams — Contacts in Keap
New channels in Microsoft Teams — Contacts in Keap
Keap submissions become tasks in Microsoft Teams
New messages in Microsoft Teams — Updating contacts in Keap
New contacts in Keap — Deleting tasks in Microsoft Teams
New contacts in Keap — Running apis in Microsoft Teams
New Keap contacts — into Microsoft Teams audiences
New conversations in microsoftTeams — Contacts in Keap
New messages in Microsoft Teams — Contacts in Keap
New members in Microsoft Teams — Contacts in Keap
New contacts in Keap — Updating channels in Microsoft Teams
New messages in Microsoft Teams — Contacts in Keap
New members in Microsoft Teams — Updating contacts in Keap
New members in Microsoft Teams — Contacts in Keap
New messages in Microsoft Teams — Contacts in Keap
Contacts from Keap into Microsoft Teams audiences
New contacts in Keap — Channels in Microsoft Teams
New conversations in microsoftTeams — Updating contacts in Keap
New messages in Microsoft Teams — Updating contacts in Keap
Microsoft Teams members with email check via hunter into Keap
New CRM contacts — enrichment and alert
From Microsoft Teams through Keap — the answer back to Microsoft Teams
Website requests — straight to your messenger, a confirmation to the client
Validating new contacts for dead addresses
A website lead: to the team chat, into a sheet, with an email to the client
New client onboarding — folder, email and team, automatically
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Lead scoring and routing: hot leads straight to sales
Every lead: reply, CRM and nurture, instantly
An instant reply to every new lead from your sheet
Inbound leads scored, with alerts and draft replies for the hot ones
Quote requests handled — from form to client reply
Pitch an upgrade at the exact moment a customer outgrows their plan
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
When a payment lands: receipt, CRM update and a team ping
Cold deals close themselves — and bring back feedback
Instant calling and booking of new ad leads
A follow-up email after a canceled meeting — automatically
Instant replies to leads — day and night
Stalled deals bring themselves back to life
A personal post-purchase message to your customer — automatic
Matching properties to a client in budget — right on the request
Lead scoring and an instant reply to the customer
Client onboarding from a single form: folder, contact, channel, tasks
A form lead: analysed in a sheet, answered by email, flagged in your chat
Website leads: scored and routed — hot ones to sales, the rest to nurture
High-value lead alerts — to chat, sheet and calendar
Smart lead routing to reps — instant, with no manual assignment
A lead replies — the CRM card updates and a task lands on a rep
Lead qualification by robo-call — with a proposal for the good fits
New client onboarding — folder, tasks, channel, and email in a minute
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Capture and route leads from every channel
Win back past event attendees with emails written for each of them
Onboard a new client in one move
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Client onboarding from an intake form — checklist, consultant and kickoff
Re-engage stalled leads with a ready-made email
Cold-email reply triage: hot leads notified instantly
Automatic follow-ups on stalled deals
Intake and routing of service requests with appointment booking
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
A business card photo — turned into a contact and a follow-up email
B2B prospect search and personal outreach — on autopilot
Turn website chat into qualified leads in your CRM
Property enquiries: instant auto-reply and the right agent alerted
Meeting prep that arrives on its own — contact, deals, company and talking points
Ready-to-buy clients from social — on request
Sales call breakdown: transcript, lead status, task
B2B leads and cold emails — sourcing and sending, automated
Website leads — enrichment, scoring and routing to CRM
Website lead scoring and an instant client reply
Re-engaging quiet clients — weekly, without manual tracking
Tender questionnaires — answered for you
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Classify and route every cold email reply
Website enquiry triage: spam aside, customers get a personal reply
Client onboarding from a single form: project, tasks, contract, channel
A chat that captures the lead and books the demo
Personal touches across all channels — email, LinkedIn, messenger
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert
Enquiries: qualified, written up, yours to approve
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Daily meeting brief with attendee research
Lead qualification and client document collection — automated