Copper and Keap automations

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

132 scenarios

New CRM deal, task in your task manager
New Keap projects become tasks in Copper
Copper customers land in your address book
New Copper contacts show up in Keap
New lead in Keap becomes a task in Copper
Deal moves a stage in Keap — a task appears in Copper
Keap submissions become tasks in Copper
Contacts synced into accounting
Copper entries — into Keap
Contacts from Copper into Keap audiences
Address-book contacts become leads in your Keap
Copy Copper entries into Keap
Personal Keap tasks flow into the team Keap
New Copper contacts — into Keap audiences
Website leads greeted — email, CRM, team alert
Contacts from Keap — into Copper on their own
Two-way contact sync between two CRMs
An instant personal reply to every new lead
A morning digest: email, news and tasks in one message
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Support email sorts itself and becomes tasks
A form request into a tracker issue
A daily overdue-tasks report in your inbox
All work accounts for a new hire from one form
The sprint report — it goes out to stakeholders on its own
Lead scoring and routing: hot leads straight to sales
Turn support emails into tracker tickets automatically
Candidate shortlisting, emails and screening tasks
Urgent tasks that don't stall
Enriching leads with contacts — drop a sheet, get a filled CRM
Unpaid-invoice control: task and email — on their own
Leads scored and routed to a rep — straight from the form
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
New subscribers scored and enriched — straight into your CRM
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
Meeting notes — into tasks, participant emails and a summary
New-lead handling: CRM entry, team alert and reminder
Requests from Notion — into Copper tasks with a team notice
Tickets prioritized by importance, tasks created for you
Time-based invoices and missing-hours reminders in one run
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Deal-matched materials — sent automatically by CRM stage
Bug reports turned into proper tickets
Release notes — ready the moment a version ships
Open-house visitors into your CRM and into an email, right after the visit
A daily sprint and time-tracking report, by email
A follow-up email after a canceled meeting — automatically
Data-load failure monitoring with tasks and alerts
Stuck tickets, followed up automatically
Smart auto-replies to routine emails
Team-capacity tracking with over-allocation alerts
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Interview bookings — call, task and emails assembled automatically
Polite candidate rejections sent by email, with the task closed
A daily briefing by email: tasks and meetings in one message
Smart lead routing to reps — instant, with no manual assignment
Contract renewal reminders: an email to the client, a task for the rep
New-issue triage: task, notification, reply to the author, and a logged row
Smart support triage with Copper
A lead replies — the CRM card updates and a task lands on a rep
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Critical bugs from testing escalated straight to tickets and engineering chat
Capture and route leads from every channel
CRM data quality audit, delivered to your inbox
Automatic lead qualification in Copper
Automatic follow-ups on stalled deals
A daily numbers summary — to chat and email
A daily launch digest — with a task for each notable one
Re-engage stalled leads with a ready-made email
Turn website chat into qualified leads in your CRM
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Data-quality watch that alerts only on real issues
B2B prospect search and personal outreach — on autopilot
Cross-tool task dependencies, reconciled every night
A brief on the person and their company before a call
Welcome new clients and assign managers — right after the deal closes
A competitor cheat sheet right in the Copper deal card
CRM deals synced to a sheet, with a daily email summary
Meeting prep that arrives on its own — contact, deals, company and talking points
Deal contacts — discovered and enriched automatically
Incident response — ticket, alert, and report in seconds
Website lead scoring — a task for the rep only on the strong ones
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Tasks and a recap email after a meeting — from one yes
Content ideas from your audience's real pain points
Client onboarding from a single form: project, tasks, contract, channel
Release notes from closed tasks — published everywhere at once
IT tickets by voice from Telegram — straight into Copper
A morning traffic summary for your site — in plain words
A personal assistant in your messenger: email, calendar and tasks by voice