Keap and Odoo automations

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

56 scenarios

Keap customers land in your address book
New Keap contacts show up in Odoo
Contacts from Keap into Odoo audiences
Copy Keap entries into Odoo
Keap entries — into Odoo
New Keap contacts — into Odoo audiences
Address-book contacts become leads in your Keap
Contacts synced into accounting
Contacts from Odoo — into Keap on their own
Website leads greeted — email, CRM, team alert
Your friends learn when you skip a workout
Form leads straight into the CRM
Two-way contact sync between two CRMs
Route each new order into your CRM, invoices, and mailing list
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
A prospect list with contacts — automatically
New subscribers scored and enriched — straight into your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
Win back abandoned Shopify carts by email and in CRM
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
Leads from a post's likes and comments — straight to your CRM
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Contract renewal reminders: an email to the client, a task for the rep
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
A competitor cheat sheet right in the Odoo deal card
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Tell customers their bug is fixed — the moment the issue closes
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Personal emails to new contacts — built from their own socials
A training progress report in your inbox
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
An AI assistant over your CRM in any messenger