Scriptera
Keap + Roistat scenarios — Sales & Leads
Ready-made scenarios where Keap and Roistat work together: pick one — a copy appears in your account and runs on its own.
61 scenarios
- New attendees in eventbrite — Records in Roistat — variant 2
- New records in Roistat — Contacts in Keap
- A new contact — instantly a card on your task board
- New contacts in Keap — Records in Roistat
- New form responses in JotForm — Contacts in Keap
- Contacts from Keap into Roistat audiences
- New Keap land in Roistat by themselves
- New Keap contacts — into Roistat audiences
- New subscribers in Mailchimp — Records in Roistat
- New contacts in Keap — Running apis in Roistat
- New Keap contacts — enriched via hunter, saved to Amo Crm and Roistat
- New webinar registrants in zoom — Contacts in Keap — variant 2
- Found: customers in Get Course — Records in Roistat
- 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
- A meaningful reply to every website lead — by email, within a minute
- Emails to found companies — from list to sent
- Website inquiries: sheet, alert and one-click reply
- CRM event alerts across channels — with a log
- Form submissions straight into a table — with an automatic reply
- Auto-qualifying inbound leads from a form
- Instant replies to inbound leads, with lead scoring
- Business leads from Google Maps with auto-emails
- Quote requests handled — from form to client reply
- Route leads by budget and source — automatically
- Score inbound leads against your own ideal-client profile
- Scoring and routing inbound leads — automatically
- When a payment lands: receipt, CRM update and a team ping
- Personalised welcome emails right after payment
- A form submission: scored, enriched with company data, answered personally
- Contacts from business cards into a spreadsheet — by photo
- A personal post-purchase message to your customer — automatic
- Website leads: scored and routed — hot ones to sales, the rest to nurture
- High-value lead alerts — to chat, sheet and calendar
- Reply to new leads with a quick approval step
- Scoring and routing leads from form submissions
- A card photo becomes a contact in your sheet
- Finding businesses on the map and emailing them
- Form leads triaged: priority email for hot ones, a gentle one for the rest
- Onboard a new client in one move
- Cold-email reply triage: hot leads notified instantly
- Sales call analysis that updates the CRM for you
- A business card photo — turned into a contact and a follow-up email
- A tailored reply to every lead by topic, logged in a table
- Personal post-webinar follow-ups, written from the recording itself
- 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
- Classify and route every cold email reply
- Finding customers on Reddit — on autopilot
- Automatic follow-ups for prospects who went quiet
- Re-engaging quiet clients — weekly, without manual tracking
- Website lead scoring and an instant client reply
- Website enquiry triage: spam aside, customers get a personal reply
- Draft replies to website inquiries — ready on their own
- Incoming lead sorting and routing — automatically
- Enquiries: qualified, written up, yours to approve
- Lead verification, enrichment and sorting — automatically
- B2B leads and first outreach from a single message
- A follow-up email sequence per lead that stops on the first reply
Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.