Keap and Odoo automations — Sales & Leads

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

91 scenarios

New contacts in Keap — Contacts in Odoo
New contacts in Keap — Updating contacts in Odoo
Keap customers land in your address book
Updated contacts in Keap — Contacts in Odoo
New contacts in Keap — Updating resources in odoo
New Keap contacts show up in Odoo
New contacts in Keap — Updating deals in Odoo
Updated contacts in Keap — Resources in odoo
New contacts in Keap — Updating contacts in Odoo
Updated contacts in Keap — Finding contacts in Odoo
New deals in Odoo — Contacts in Keap
Contacts from Keap into Odoo audiences
New contacts in Keap — Contacts in Odoo
New contacts in Odoo — Notes in Keap
New orders in Keap — Contacts in Odoo
New contacts in Keap — Contacts in Odoo
Updated contacts in Keap — Deals in Odoo
New tags in Keap — Contacts in Odoo
Updated contacts in Odoo — Companies in Keap
New deals in Odoo — Companies in Keap
New contacts in Keap — Deals in Odoo
New contacts in Keap — Running apis in Odoo
New meetings in ciscoWebex — Deleting contacts in Odoo — variant 2
New contacts in Odoo — Companies in Keap
New orders in Keap — Updating contacts in Odoo
Updated contacts in Keap — Activities in Odoo
New contacts in Keap — Contacts in Odoo
New contacts in Keap — Updating contacts in Odoo
Updated contacts in Odoo — Notes in Keap
Updated contacts in Odoo — Updating contacts in Keap
New contacts in Keap — Activities in Odoo
Keap entries — into Odoo
New contacts in Keap — Contacts in Odoo
New leads in Odoo — Notes in Keap
New orders in Keap — Deals in Odoo
Contacts synced into accounting
New Keap contacts — into Odoo audiences
Updated contacts in Odoo — Deleting contacts in Odoo
New contacts in Keap — Records in One C
Address-book contacts become leads in your Keap
New deals in Odoo — Sending emails in Keap
Copy Keap entries into Odoo
New leads in Odoo — Contacts in Keap
New form responses in Formstack — Contacts in Odoo — variant 9
New companies in Keap — Contacts in Odoo
New leads in Odoo — Tags in Keap
Updated contacts in Odoo — Tags in Keap
New leads in Odoo — Emails in Keap
New contacts in Keap — Updating deals in Odoo
New contacts in Keap — Deleting contacts in Odoo
New contacts in Odoo — Tags in Keap
Updated contacts in Keap — Contacts in Odoo
Updated contacts in Keap — Updating deals in Odoo
Found: contacts in Odoo — Contacts in Odoo
New Keap contacts — enriched via hunter, saved to Odoo and One C
New contacts in Odoo — Contacts in Odoo — variant 4
Form leads as enriched CRM contacts
Contacts from Keap as records in Odoo
New contacts in Odoo — Contacts in Odoo — variant 3
New leads in Odoo — Contacts in Keap
Website leads greeted — email, CRM, team alert
Contacts from Odoo — into Keap on their own
Two-way contact sync between two CRMs
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
A personalized sales proposal from a table row, ready and sent
New subscribers scored and enriched — straight into your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Leads from a post's likes and comments — straight to your CRM
Open-house visitors into your CRM and into an email, right after the visit
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An AI assistant over your CRM in any messenger