Keap and SeaTable automations — Sales & Leads

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

114 scenarios

Rows from SeaTable update contacts in Keap
New SeaTable rows — contacts in Keap
New Keap land in SeaTable by themselves
A new contact — instantly a card on your task board
A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
Every lead gets an answer within the first minute
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
Emails to found companies — from list to sent
New deals routed automatically — to the team, table, and slides
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
Emails matched to a lead's readiness: warm gets one thing, cold gets another
Auto-qualifying inbound leads from a form
B2B lead screening and first outreach — automatically
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Quote requests handled — from form to client reply
An instant reply to every new lead from your sheet
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
LinkedIn lead finding and personalized outreach
CRM company and task from a form submission
Personalized cold outreach on a schedule
A PDF pricing proposal from your sheet — sent to the client
A personalized sales proposal from a table row, ready and sent
Instant replies to inbound leads, with lead scoring
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
Scoring and routing inbound leads — automatically
An instant reply to every inquiry
Personalised welcome emails right after payment
When a payment lands: receipt, CRM update and a team ping
A personal welcome for every new client
Contacts tagged by role and seniority — automatically
The right offer sent right after the enquiry — with a follow-up reminder
A form submission: scored, enriched with company data, answered personally
Matching properties to a client in budget — right on the request
Leads from a post's likes and comments — straight to your CRM
A personal post-purchase message to your customer — automatic
Instant replies to leads — day and night
Contacts from business cards into a spreadsheet — by photo
Welcome emails for new clients — automatically
Client onboarding from a single form: folder, contact, channel, tasks
Website leads: scored and routed — hot ones to sales, the rest to nurture
A form lead: analysed in a sheet, answered by email, flagged in your chat
High-value lead alerts — to chat, sheet and calendar
Reply to new leads with a quick approval step
Smart lead routing to reps — instant, with no manual assignment
A personal plan for every new lead — right after the request
Lead qualification by robo-call — with a proposal for the good fits
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
Scoring and routing inquiries — automatically
A waitlist with email confirmation — in a sheet
Client onboarding from an intake form — checklist, consultant and kickoff
Onboard a new client in one move
Finding businesses on the map and emailing them
Form leads triaged: priority email for hot ones, a gentle one for the rest
Screening leads by criteria — with a reply to each
Capture and route leads from every channel
Client renewal reminders — ahead of time
A card photo becomes a contact in your sheet
Intake and routing of service requests with appointment booking
Cold outreach with auto follow-ups and CRM tracking
Cold-email reply triage: hot leads notified instantly
Find clients and send first emails — from one form
Sales call analysis that updates the CRM for you
Personal post-webinar follow-ups, written from the recording itself
A tailored reply to every lead by topic, logged in a table
A business card photo — turned into a contact and a follow-up email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Social-network leads, scored and synced to 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
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
Welcome new clients and assign managers — right after the deal closes
CRM deals synced to a sheet, with a daily email summary
Deal close-date forecasting from your own history, auto-updated in the CRM
B2B leads and cold emails — sourcing and sending, automated
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Website lead scoring and an instant client reply
Finding customers on Reddit — on autopilot
Classify and route every cold email reply
A four-email sequence — personalised for each recipient
Draft replies to website inquiries — ready on their own
Website enquiry triage: spam aside, customers get a personal reply
Client onboarding from a single form: project, tasks, contract, channel
Client proposals from a request — built and sent automatically
Leads from a sheet into your CRM, no duplicates
Client brief breakdowns, done for you with industry research
Website leads straight into CRM deals, with a team alert