HighLevel and Keap automations

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

116 scenarios

Deal moves a stage in Keap — a task appears in HighLevel
Keap customers land in your address book
New CRM deal, task in your task manager
New Keap projects become tasks in HighLevel
Keap submissions become tasks in HighLevel
New Keap contacts show up in HighLevel
New lead in Keap becomes a task in HighLevel
HighLevel entries — into Keap
Address-book contacts become leads in your Keap
New HighLevel contacts — into Keap audiences
Copy HighLevel entries into Keap
Personal Keap tasks flow into the team Keap
Contacts synced into accounting
Contacts from HighLevel into Keap audiences
Contacts from Keap — into HighLevel on their own
Website leads greeted — email, CRM, team alert
A morning digest: email, news and tasks in one message
Two-way contact sync between two CRMs
Form leads straight into the CRM
A form request into a tracker issue
Route each new order into your CRM, invoices, and mailing list
Support email sorts itself and becomes tasks
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
Candidate shortlisting, emails and screening tasks
Enriching leads with contacts — drop a sheet, get a filled CRM
Urgent tasks that don't stall
Leads scored and routed to a rep — straight from the form
Turn support emails into tracker tickets automatically
Unpaid-invoice control: task and email — on their own
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
New subscribers scored and enriched — straight into your CRM
A prospect list with contacts — automatically
Requests from Notion — into HighLevel tasks with a team notice
New-lead handling: CRM entry, team alert and reminder
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
Time-based invoices and missing-hours reminders in one run
Cold deals close themselves — and bring back feedback
Release notes — ready the moment a version ships
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
A follow-up email after a canceled meeting — automatically
Deal-matched materials — sent automatically by CRM stage
A daily sprint and time-tracking report, by email
Properties with owner contacts — daily to your CRM and email
Team-capacity tracking with over-allocation alerts
Interview bookings — call, task and emails assembled automatically
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Polite candidate rejections sent by email, with the task closed
Contract renewal reminders: an email to the client, a task for the rep
A daily briefing by email: tasks and meetings in one message
New-issue triage: task, notification, reply to the author, and a logged row
Smart support triage with HighLevel
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Critical bugs from testing escalated straight to tickets and engineering chat
Re-engage stalled leads with a ready-made email
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
B2B prospect search and personal outreach — on autopilot
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A competitor cheat sheet right in the HighLevel 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
Tasks and a recap email after a meeting — from one yes
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Incident response — ticket, alert, and report in seconds
Re-engaging quiet clients — weekly, without manual tracking
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
Change request routing: tickets, audit trail and notifications
Call summaries, tasks and follow-ups, automatically
A morning traffic summary for your site — in plain words
IT tickets by voice from Telegram — straight into HighLevel
A personal assistant in your messenger: email, calendar and tasks by voice
A daily goals report: what's on plan and what's behind
Route change requests by the rules — no manual triage
Reorder recommendations from your stock table — automatically
Early warning for a reputation crisis
Tell customers their bug is fixed — the moment the issue closes
Daily task summaries and a weekly report by email
Automatic scenario check with an error report
Customer feedback sorted into themes, tasks and a weekly report
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads