Keap and Mandrill automations

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

112 scenarios

PDF invoices generated from a form and emailed automatically
Website leads greeted — email, CRM, team alert
Website requests — straight to your messenger, a confirmation to the client
Form leads straight into the CRM
New client onboarding — folder, email and team, automatically
Audit evidence package — assembled for you
Route each new order into your CRM, invoices, and mailing list
Website shots to Keap and to email
Security questionnaire answers — filled automatically
Enriching leads with contacts — drop a sheet, get a filled CRM
A weekly consumption report — as a file in your inbox
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Send emails down a sheet list, one by one with pauses
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
Track construction progress from site photos
Inbound leads scored, with alerts and draft replies for the hot ones
Track promised loyalty points and receipts with a weekly digest
New-lead handling: CRM entry, team alert and reminder
Orders from a table into your store — with customer confirmation
Weekly store sales analysis with AI
A client newsletter from one topic — with your approval
Recover abandoned carts with a coupon email
Lead verification and CRM sync — straight from a JotForm form
Publishing posts from a spreadsheet — with confirmations and failure alerts
AI coach on your Strava data — a breakdown of every workout
A social carousel from a single topic
Candidate interview briefs generated from CVs
Daily SEO check of your sites with a report and alert
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
The customer's order right inside the support ticket — no manual lookup
A social post with an image from a single topic, automatically
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
A landing page from one form: AI builds it, the scenario publishes it
AI email replies with approval before sending
A briefing from all your newsletters — in one email
A newsletter to your subscribers — written for you, on your yes
Expense tracking from receipts with monthly reports
CV review and cover-letter draft — from a single form
Personalized certificates — from spreadsheet to inbox
Offer letters: PDF generation, delivery and notifications
Smart lead routing to reps — instant, with no manual assignment
Low-stock warnings based on real sales velocity
Cut the moments you need out of long recordings — with a library and an email
Screening leads by criteria — with a reply to each
Cold outreach with personal emails and CRM logging
A card photo becomes a contact in your sheet
A weekly report on your scenarios — to your inbox
Personalized pet-care tips — every week
Client renewal reminders — ahead of time
A quiz-question bank from a PDF
An expense claim — from receipts
Re-engage stalled leads with a ready-made email
Monthly business tax calculation — prepared automatically
A daily topic news digest — to your inbox
Stockout forecasts and automatic supplier emails
Quality checks: the log and the paperwork, handled
Payment receipts: sending, archive and ledger — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Blog articles from store products — a draft for each
Review sentiment analysis and an AI report to your inbox
Low-stock monitoring for your store, with priority alerts
SSL certificate expiry reports — weekly to chat and email
Re-engaging quiet clients — weekly, without manual tracking
Shipment validation and freight documents
Receipts sort themselves by category — personal, business, shared
Flat search and applications — on autopilot
Post designer with images and approval before publishing
Daily industry digest from news feeds
Tell customers their bug is fixed — the moment the issue closes
A personalized financial plan from a questionnaire — PDF to the client's inbox
Instant emails on every new lead — to your team and to the client
Customer feedback sorted into themes, tasks and a weekly report
Lead gathering and drafted emails for approval, sending the approved
Website enquiries: contact, ticket and reply with no manual entry
PDF summaries, from email and messenger
Auto-booking demos for high-intent leads
Consolidating revenue from every till and prepping filings
A daily RSS digest — to your inbox and subscribers
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Candidate screening: CV scoring, an invitation and the interview booked
Personal emails to new contacts — built from their own socials
Cross-border tax, computed daily: rules, anomalies and advisor reports
AI candidate screening from resume against the role
Sales proposals tailored to each client — on their own
Onboarding new clients: email, meeting and owner
Email replies grounded in your documents — prepared and checked for you
Ecommerce support that answers from your own policies and catalog
Tenant repair requests — in one table, with photos
Invoices from a photo — into a sheet, no duplicates, no gaps
Action-emails — straight onto your to-do list
Meeting recording → tasks, a client email and an updated CRM record
Resume screening and candidate replies, per role
A family assistant: the schedule, the reminders and dinner ideas — on their own
One-click insurance submissions to carriers