Keap and Zulip automations — Sales & Leads

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

81 scenarios

New contacts in Keap — Users in Zulip
New contacts in Keap — Deleting users in Zulip
New users in Zulip — Deleting contacts in Keap
New contacts in Keap — Users in Zulip
New records in Google Sheets — Users in Zulip — variant 2
New users in Zulip — Contacts in Keap
New users in Zulip — Updating contacts in Keap
Updated contacts in Keap — Users in Zulip
New contacts in Keap — Users in Zulip
New form responses in Formstack — Users in Zulip — variant 2
New messages in Zulip — Updating contacts in Keap
New messages in Zulip — Contacts in Keap
From Zulip through Keap — the answer back to Zulip
Website requests — straight to your messenger, a confirmation to the client
New CRM contacts — enrichment and alert
A website lead: to the team chat, into a sheet, with an email to the client
Validating new contacts for dead addresses
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
Pitch an upgrade at the exact moment a customer outgrows their plan
An instant reply to every new lead from your sheet
Quote requests handled — from form to client reply
Inbound leads scored, with alerts and draft replies for the hot ones
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
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 replies to leads — day and night
Stalled deals bring themselves back to life
Instant calling and booking of new ad leads
A personal post-purchase message to your customer — automatic
Lead scoring and an instant reply to the customer
High-value lead alerts — to chat, sheet and calendar
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
Client onboarding from a single form: folder, contact, channel, tasks
Lead qualification by robo-call — with a proposal for the good fits
Scoring and routing leads from form submissions
Smart lead routing to reps — instant, with no manual assignment
A personal plan for every new lead — right after the request
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Win back past event attendees with emails written for each of them
Cold-email reply triage: hot leads notified instantly
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Intake and routing of service requests with appointment booking
Turn website chat into qualified leads in your CRM
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Property enquiries: instant auto-reply and the right agent alerted
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
B2B leads and cold emails — sourcing and sending, automated
Meeting prep that arrives on its own — contact, deals, company and talking points
Website lead scoring and an instant client reply
Tender questionnaires — answered for you
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Classify and route every cold email reply
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Website enquiry triage: spam aside, customers get a personal reply
A chat that captures the lead and books the demo
Personal touches across all channels — email, LinkedIn, messenger
Incoming lead sorting and routing — automatically
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
Kick off a client project the moment they pay
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
Leads from a form and a messenger in one base, shared among agents