Keap and Microsoft Teams automations

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

487 scenarios

Keap submissions become tasks in Microsoft Teams
New CRM deal, task in your task manager
Deal moves a stage in Keap — a task appears in Microsoft Teams
New lead in Keap becomes a task in Microsoft Teams
Files from Microsoft Teams are saved to Keap
New Keap projects become tasks in Microsoft Teams
Personal Keap tasks flow into the team Keap
Contacts from Keap into Microsoft Teams audiences
New Keap contacts — into Microsoft Teams audiences
Text from chat photos, straight into a sheet
An invoice in Google Sheets from a Typeform submission
Website requests — straight to your messenger, a confirmation to the client
Email validation for new CRM contacts
An exam-prep question — every day to email, messenger, and SMS
Website downtime alerts — to every channel at once
Notifications about new invoices from your inbox to your messenger
Validating new contacts for dead addresses
Scenario failure alerts — to your messenger, inbox and a log
A website lead: to the team chat, into a sheet, with an email to the client
Emergency alerts — to parents and staff in seconds
A breakdown of client feedback and a ready post from each
Meeting notes — right after the call
A daily birthday reminder to your messenger
A morning digest: email, news and tasks in one message
Word of a project's major release — to chat and email
Failure alerts across every channel
New client onboarding — folder, email and team, automatically
Send files to your Kindle from a chat
High-priority tickets alert every channel at once
A warm thought every morning, in your inbox
Failure alerts: an email and a message the moment something breaks
Prescriptions to patients — by email and Microsoft Teams at once
Post-interview feedback reminders — sent daily, automatically
Videos published on schedule — from a folder and a sheet
Customer feedback — logged and answered at once
A form request into a tracker issue
Incoming invoices: forwarding, archiving and notification — automatic
Support email sorts itself and becomes tasks
A weekly store sales total in a sheet
A personal email assistant — handles your mail and attachments
Someone books a meeting — the guest gets an email, the team gets a heads-up
Smart alerts for important emails in Telegram
Tasks and a summary from your weekly notes
Take reservations through a chat assistant
AI breakdown of any failure — straight to your inbox and messenger
The forum topics you need — by keywords, with alerts
Low-stock alerts — in advance
Auto-cleanup of old files in cloud storage — with notifications
New deals routed automatically — to the team, table, and slides
Emails from your inbox — right from your messenger
A heads-up when the clocks change in other time zones
A daily overdue-tasks report in your inbox
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Voice notes into text and a summary — filed into storage
Payment reminders with a link — by email and messenger
Auto-saving reels to storage, with a log and an alert
A daily trend digest from discussions
A personal assistant in your messenger: schedule, mail, contacts
Instant failure alerts: urgent ping to chat, full report by email
All work accounts for a new hire from one form
The sprint report — it goes out to stakeholders on its own
Every lead: reply, CRM and nurture, instantly
Property-tour booking without the back-and-forth
Urgent tasks that don't stall
Automated malicious-file triage with threat-intel lookup
Unpaid-invoice control: task and email — on their own
Turn support emails into tracker tickets automatically
Catch invoices in your inbox, ping your messenger
Appointment approvals in one tap, with the client's email written for you
Lead scoring and routing: hot leads straight to sales
A freed-up domain monitor with alerts
Candidate shortlisting, emails and screening tasks
Workout journal with AI analysis
Search-ranking watch — a same-day alert when positions drop
Images from an idea in your messenger — AI polishes the prompt
Email attachments — automatically into Keap
Quote requests handled — from form to client reply
Pitch an upgrade at the exact moment a customer outgrows their plan
A morning news digest from your own sources
Installation booking approvals through chat
A weekly ad report, delivered for you
Sorting support requests by urgency
Failure alerts — instantly, in every channel
A receipt to the client and an alert to the team — right after payment
Manage meetings from chat
An instant reply to every new lead from your sheet
Inbound leads scored, with alerts and draft replies for the hot ones
Medication reminders — by messenger and email
Order confirmation and a coupon for first-time buyers
Form submissions: triaged, answered and pushed to your team
A daily news digest — to your inbox and messenger
Retiring old scenarios — with a backup in your storage
Daily stock market recap — to your messenger and email
A clear weekly site report — to your email and messenger
Stock price alerts — sent to you the moment it matters
New-lead handling: CRM entry, team alert and reminder
Real-time sentiment from event feedback
A morning brief from your inbox and calendar — to your messenger by 8 a.m.
Equipment service dates — checked every morning, with alerts