Keap and KoBoToolbox automations

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

74 scenarios

An email for every KoBoToolbox submission
KoBoToolbox submissions — contacts in Keap
A KoBoToolbox submission — an email to Keap
KoBoToolbox submissions — tasks in Keap
Orders from KoBoToolbox are created in Keap
Answers from KoBoToolbox go out as email from Keap
A form answer turns into a task in progress
Website submissions become CRM contacts
A form response sends the email for you
A KoBoToolbox submission becomes a customer in Keap
Form submissions become CRM contacts
KoBoToolbox submissions land in Keap
New Keap contacts — into KoBoToolbox audiences
Contacts from Keap into KoBoToolbox audiences
An invoice in Google Sheets from a KoBoToolbox submission
A contract from a form — filled in and sent to the client automatically
Form responses — into one spreadsheet
A proposal right after the call — automatically
Form leads straight into the CRM
Product delivery and an upsell right after payment
A project request — turned into a proposal and emailed to the client
A proposal from a form lead — as a ready document and email
A weekly digest of document changes to your inbox
Onboarding event attendees — on autopilot
Personalized welcome emails for every form submission
Personal emails to new leads — on their own after the form
Lead scoring and routing: hot leads straight to sales
Appointment approvals in one tap, with the client's email written for you
Sorting support requests by urgency
Route leads by budget and source — automatically
Track construction progress from site photos
A client proposal from a form — in minutes
A proposal and payment link right after the meeting
AI-driven application review with instant replies
CRM company and task from a form submission
Employee onboarding from a single form
Applications scored automatically — only the shortlist reaches you
A form submission: scored, enriched with company data, answered personally
Collect testimonials, analyse them and thank the customer
Lead verification and CRM sync — straight from a KoBoToolbox form
Tickets prioritized by importance, tasks created for you
Instant reply to a property inquiry with matched listings
Lead scoring and an instant reply to the customer
Duplicate form submissions filtered out, with personal replies
Support tickets sorted by topic — counted and summarized to email
Scoring and routing inquiries — automatically
Survey reports — personal and aggregate, automatically
Feedback triage: angry to chat, questions answered, ideas filed
A client proposal — assembled for you
A personal AI assistant with a personality
Applications get screened and strong candidates get invited at once
Employee offboarding — tasks and insights handled automatically
Screen job candidates by résumé with AI scoring
Vehicle checks from a form: alerts on critical, history in a sheet
Repair requests from a KoBoToolbox form — routed by urgency at once
Form feedback sorts itself: tasks, table, alerts
Quality checks: the log and the paperwork, handled
Multi-tier expense approval on autopilot
The recording, emailed to everyone who missed the meeting
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Loan applications: assessed, decided and answered the same day
Internal complaint handling with auto-routing
Invoice intake with reading, risk checks and approval
Patient intake triage and sorting — automatically
Automatic resume screening and candidate scoring
Events on autopilot: registration, payment, reminders
Studio product photos from an ordinary snapshot — no studio
Peer recognition — logged, acknowledged and turned into a monthly award
Guest feedback — instant sentiment analysis and recovery
A full new-client welcome after the form
Automated cold outreach — with research on every lead
Agency client onboarding — folders, brief, and welcome email from one form
Leads from a form and a messenger in one base, shared among agents
End-to-end hiring: from resume to interview — on autopilot