Keap and Mautic automations

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

126 scenarios

Keap customers land in your address book
New Keap contacts show up in Mautic
Keap entries — into Mautic
Contacts from Keap into Mautic audiences
New Keap contacts — into Mautic audiences
Copy Keap entries into Mautic
Address-book contacts become leads in your Keap
Contacts synced into accounting
PDF invoices generated from a form and emailed automatically
Contacts from Mautic — into Keap on their own
Website requests — straight to your messenger, a confirmation to the client
Website leads greeted — email, CRM, team alert
Two-way contact sync between two CRMs
Form leads straight into the CRM
New client onboarding — folder, email and team, automatically
Route each new order into your CRM, invoices, and mailing list
Audit evidence package — assembled for you
Website shots to Keap and to email
Security questionnaire answers — filled automatically
A weekly consumption report — as a file in your inbox
Send emails down a sheet list, one by one with pauses
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
A personalized sales proposal from a table row, ready and sent
Track construction progress from site photos
Inbound leads scored, with alerts and draft replies for the hot ones
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Track promised loyalty points and receipts with a weekly digest
Orders from a table into your store — with customer confirmation
Recover abandoned carts with a coupon email
AI coach on your Strava data — a breakdown of every workout
Lead verification and CRM sync — straight from a JotForm form
Publishing posts from a spreadsheet — with confirmations and failure alerts
A client newsletter from one topic — with your approval
A social carousel from a single topic
Weekly store sales analysis with AI
Daily SEO check of your sites with a report and alert
A social post with an image from a single topic, automatically
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
Candidate interview briefs generated from CVs
AI email replies with approval before sending
A landing page from one form: AI builds it, the scenario publishes it
Expense tracking from receipts with monthly reports
A newsletter to your subscribers — written for you, on your yes
CV review and cover-letter draft — from a single form
Personalized certificates — from spreadsheet to inbox
A briefing from all your newsletters — in one email
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Offer letters: PDF generation, delivery and notifications
Cut the moments you need out of long recordings — with a library and an email
Smart lead routing to reps — instant, with no manual assignment
Low-stock warnings based on real sales velocity
A weekly report on your scenarios — to your inbox
Personalized pet-care tips — every week
Cold outreach with personal emails and CRM logging
A card photo becomes a contact in your sheet
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
Screening leads by criteria — with a reply to each
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
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A daily topic news digest — to your inbox
Quality checks: the log and the paperwork, handled
A brief on the person and their company before a call
Payment receipts: sending, archive and ledger — automatically
Monthly business tax calculation — prepared automatically
Stockout forecasts and automatic supplier emails
Review sentiment analysis and an AI report to your inbox
Blog articles from store products — a draft for each
Low-stock monitoring for your store, with priority alerts
Re-engaging quiet clients — weekly, without manual tracking
SSL certificate expiry reports — weekly to chat and email
Shipment validation and freight documents
Receipts sort themselves by category — personal, business, shared
Flat search and applications — on autopilot
Daily industry digest from news feeds
Post designer with images and approval before publishing
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
Lead gathering and drafted emails for approval, sending the approved
Customer feedback sorted into themes, tasks and a weekly report
PDF summaries, from email and messenger
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
Consolidating revenue from every till and prepping filings
An end-of-day report — written by AI and sent for you
A daily RSS digest — to your inbox and subscribers
Lead verification, enrichment and sorting — automatically
AI candidate screening from resume against the role
Cross-border tax, computed daily: rules, anomalies and advisor reports