Autopilot and Keap automations

Ready-made scenarios where Autopilot and Keap work for you: pick one — a copy appears in your account and runs on its own.

42 scenarios

New Autopilot contacts show up in Keap
Autopilot customers land in your address book
Contacts synced into accounting
Address-book contacts become leads in your Keap
New Autopilot contacts — into Keap audiences
Autopilot entries — into Keap
Copy Autopilot entries into Keap
Contacts from Autopilot into Keap audiences
Contacts from Keap — into Autopilot on their own
Website leads greeted — email, CRM, team alert
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
A prospect list with contacts — automatically
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Smart lead routing to reps — instant, with no manual assignment
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Re-engaging quiet clients — weekly, without manual tracking
Tell customers their bug is fixed — the moment the issue closes
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Onboarding new clients: email, meeting and owner
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
An AI assistant over your CRM in any messenger