Keap and Slack automations — Sales & Leads

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

105 scenarios

New users in Slack — Contacts in Keap
New messages in Slack — Updating contacts in Keap
New messages in slack — Contacts in Keap — variant 2
New messages in Slack — Contacts in Keap
New channels in Slack — Contacts in Keap
New messages in slack — Updating contacts in Keap — variant 2
New messages in slack — Contacts in Keap
New messages in Slack — Contacts in Keap
New contacts in Keap — Channels in Slack
New contacts in Keap — Updating statuses in slack
Found: files in Slack — Contacts in Keap
New messages in Slack — Updating contacts in Keap
New contacts in Keap — Updating channels in Slack
New messages in Slack — Contacts in Keap
From Slack through Keap — the answer back to Slack
Website requests — straight to your messenger, a confirmation to the client
New CRM contacts — enrichment and alert
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
Every lead: reply, CRM and nurture, instantly
Lead scoring and routing: hot leads straight to sales
Form submissions: triaged, answered and pushed to your team
Inbound leads scored, with alerts and draft replies for the hot ones
Pitch an upgrade at the exact moment a customer outgrows their plan
Quote requests handled — from form to client reply
An instant reply to every new lead from your sheet
New-lead handling: CRM entry, team alert and reminder
Score inbound leads against your own ideal-client profile
Cold deals close themselves — and bring back feedback
When a payment lands: receipt, CRM update and a team ping
Matching properties to a client in budget — right on the request
Instant calling and booking of new ad leads
A personal post-purchase message to your customer — automatic
Instant replies to leads — day and night
Stalled deals bring themselves back to life
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
Lead scoring and an instant reply to the customer
Business card into your address book with one photo
New client onboarding — folder, tasks, channel, and email in a minute
Lead qualification by robo-call — with a proposal for the good fits
Smart lead routing to reps — instant, with no manual assignment
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Win back past event attendees with emails written for each of them
Screening leads by criteria — with a reply to each
Onboard a new client in one move
Client onboarding from an intake form — checklist, consultant and kickoff
Capture and route leads from every channel
Client renewal reminders — ahead of time
A card photo becomes a contact in your sheet
Morning briefs for your meetings — who and where from
Automatic follow-ups on stalled deals
Intake and routing of service requests with appointment booking
Cold-email reply triage: hot leads notified instantly
Re-engage stalled leads with a ready-made email
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
Turn website chat into qualified leads in your CRM
Website leads — enrichment, scoring and routing to CRM
Alerts for customers losing interest: to the rep, into a task, and by email
Property enquiries: instant auto-reply and the right agent alerted
Sales call breakdown: transcript, lead status, task
B2B leads and cold emails — sourcing and sending, automated
Meeting prep that arrives on its own — contact, deals, company and talking points
Ready-to-buy clients from social — on request
Website lead scoring — a task for the rep only on the strong ones
Tender questionnaires — answered for you
Classify and route every cold email reply
Client onboarding after a won deal
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
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
Website leads straight into CRM deals, with a team alert
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
Daily meeting brief with attendee research
Lead qualification and client document collection — automated
Sales proposals tailored to each client — on their own
Manage your pipedrive CRM from a messenger via an AI assistant
Kick off a client project the moment they pay
B2B leads and first outreach from a single message
Chat-controlled email outreach — with open tracking
Personalized lead emails with chat approval
A brief for every external meeting — in the morning, before your day starts
Cold outreach with follow-ups and reply tracking
Agency client onboarding — folders, brief, and welcome email from one form
A follow-up email sequence per lead that stops on the first reply