Harvest and Keap automations

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

97 scenarios

Deal moves a stage in Keap — a task appears in Harvest
New Keap projects become tasks in Harvest
Keap submissions become tasks in Harvest
Keap customers land in your address book
New lead in Keap becomes a task in Harvest
New CRM deal, task in your task manager
New Keap contacts show up in Harvest
Address-book contacts become leads in your Keap
Personal Keap tasks flow into the team Keap
Contacts synced into accounting
Harvest entries — into Keap
Copy Harvest entries into Keap
New Harvest contacts — into Keap audiences
Contacts from Harvest into Keap audiences
Text from chat photos, straight into a sheet
Website leads greeted — email, CRM, team alert
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
An invoice archive from your accounting in the cloud — automatically
Onboarding event attendees — on autopilot
Automatic payment reminders for Harvest invoices
All work accounts for a new hire from one form
Urgent tasks that don't stall
Turn support emails into tracker tickets automatically
Leads scored and routed to a rep — straight from the form
Unpaid-invoice control: task and email — on their own
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Candidate shortlisting, emails and screening tasks
Invoices from an order form — issued and sent automatically
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
An invoice to the client — from one status change
New-lead handling: CRM entry, team alert and reminder
Requests from Notion — into Harvest tasks with a team notice
Meeting notes — into tasks, participant emails and a summary
Tickets prioritized by importance, tasks created for you
Lead verification and CRM sync — straight from a JotForm form
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
Open-house visitors into your CRM and into an email, right after the visit
Bug reports turned into proper tickets
Smart auto-replies to routine emails
Release notes — ready the moment a version ships
Stuck tickets, followed up automatically
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Interview bookings — call, task and emails assembled automatically
New-issue triage: task, notification, reply to the author, and a logged row
Polite candidate rejections sent by email, with the task closed
Contract renewal reminders: an email to the client, a task for the rep
Smart support triage with Harvest
A lead replies — the CRM card updates and a task lands on a rep
Cold outreach with personal emails and CRM logging
Critical bugs from testing escalated straight to tickets and engineering chat
A daily launch digest — with a task for each notable one
Data-quality watch that alerts only on real issues
B2B prospect search and personal outreach — on autopilot
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Invoice intake with reading, risk checks and approval
Incident response — ticket, alert, and report in seconds
Tasks and a recap email after a meeting — from one yes
Your agency's real profit — in chat every day
Website lead scoring — a task for the rep only on the strong ones
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
A daily goals report: what's on plan and what's behind
Route change requests by the rules — no manual triage
Call summaries, tasks and follow-ups, automatically
Change request routing: tickets, audit trail and notifications
IT tickets by voice from Telegram — straight into Harvest
Reorder recommendations from your stock table — automatically
A morning traffic summary for your site — in plain words
Early warning for a reputation crisis
Tell customers their bug is fixed — the moment the issue closes
Automatic scenario check with an error report
Customer feedback sorted into themes, tasks and a weekly report
Auto-booking demos for high-intent leads
Tasks from your meeting recording, straight into the tracker
Website enquiries: contact, ticket and reply with no manual entry
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
Feedback triage and customer replies — automatically
Invoices from orders and payment reminders — automatically
A Harvest project from a feature description — with tasks and sub-tasks
Every sale — logged, a ping to you and a thank-you to the buyer
An AI assistant over your CRM in any messenger