Crowd.dev and Keap automations

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

59 scenarios

Keap submissions become tasks in crowd.dev
New CRM deal, task in your task manager
New Keap projects become tasks in crowd.dev
Deal moves a stage in Keap — a task appears in crowd.dev
New Keap leads land in crowd.dev
New lead in Keap becomes a task in crowd.dev
Personal Keap tasks flow into the team Keap
Contacts from Keap into crowd.dev audiences
New Keap entries become crowd.dev subscribers
New Keap contacts — into crowd.dev audiences
A form request into a tracker issue
Support email sorts itself and becomes tasks
Route each new order into your CRM, invoices, and mailing list
A daily overdue-tasks report in your inbox
All work accounts for a new hire from one form
Candidate shortlisting, emails and screening tasks
Turn support emails into tracker tickets automatically
Urgent tasks that don't stall
Unpaid-invoice control: task and email — on their own
Meeting notes — into tasks, participant emails and a summary
Requests from Notion — into crowd.dev tasks with a team notice
Tickets prioritized by importance, tasks created for you
Stuck tickets, followed up automatically
A follow-up email after a canceled meeting — automatically
Data-load failure monitoring with tasks and alerts
A daily sprint and time-tracking report, by email
Bug reports turned into proper tickets
Interview bookings — call, task and emails assembled automatically
Smart support triage with crowd.dev
Contract renewal reminders: an email to the client, a task for the rep
Polite candidate rejections sent by email, with the task closed
A lead replies — the CRM card updates and a task lands on a rep
New-issue triage: task, notification, reply to the author, and a logged row
Critical bugs from testing escalated straight to tickets and engineering chat
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
A daily launch digest — with a task for each notable one
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A brief on the person and their company before a call
B2B prospect search and personal outreach — on autopilot
Website lead scoring — a task for the rep only on the strong ones
Incident response — ticket, alert, and report in seconds
Content ideas from your audience's real pain points
Reorder recommendations from your stock table — automatically
Call summaries, tasks and follow-ups, automatically
Change request routing: tickets, audit trail and notifications
IT tickets by voice from Telegram — straight into crowd.dev
Route change requests by the rules — no manual triage
A morning traffic summary for your site — in plain words
Early warning for a reputation crisis
Automatic scenario check with an error report
Customer feedback sorted into themes, tasks and a weekly report
A full new-client welcome after the form
Tasks from your meeting recording, straight into the tracker
Support tickets turned into a prioritized engineering backlog
A training progress report in your inbox
Tester feedback triage: tickets, knowledge base and a reply to the author
A crowd.dev project from a feature description — with tasks and sub-tasks