Keap and Pipedrive automations

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

121 scenarios

Pipedrive people feed your Keap audiences
CRM contacts pushed into ad audiences
New Keap contacts show up in Pipedrive
Keap customers land in your address book
Keap entries — into Pipedrive
Contacts synced into accounting
Contacts from Keap into Pipedrive audiences
Copy Keap entries into Pipedrive
New Keap contacts — into Pipedrive audiences
Address-book contacts become leads in your Keap
Auto-enrich new contacts in your Keap — title, company, socials
Contacts from Pipedrive — into Keap on their own
Website leads greeted — email, CRM, team alert
A contract from a form — filled in and sent to the client automatically
Your friends learn when you skip a workout
A proposal right after the call — automatically
An instant personal reply to every new lead
Personalized quotes — delivered as PDF at once
Two-way contact sync between two CRMs
Form leads straight into the CRM
A proposal from a form lead — as a ready document and email
Route each new order into your CRM, invoices, and mailing list
A weekly digest of document changes to your inbox
Email checking in your CRM — a list of live contacts
All work accounts for a new hire from one form
Leads scored and routed to a rep — straight from the form
Clean-background product photos — straight to the store
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Pitch an upgrade at the exact moment a customer outgrows their plan
A proposal and payment link right after the meeting
New subscribers scored and enriched — straight into your CRM
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
Inbound leads scored, with alerts and draft replies for the hot ones
One campaign across SMS, email and messenger, straight from your CRM
New-lead handling: CRM entry, team alert and reminder
Weekly backups of every scenario — with full history
A weekly ad report, delivered as a deck to your inbox
Lead verification and CRM sync — straight from a JotForm form
Nightly file transfer between servers
Move files from cloud to server, with a report
Cold deals close themselves — and bring back feedback
Leads from a post's likes and comments — straight to your CRM
Smart auto-replies to routine emails
Open-house visitors into your CRM and into an email, right after the visit
Deal-matched materials — sent automatically by CRM stage
Course applications are evaluated and answered automatically
Stalled deals bring themselves back to life
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
Personal client emails from their own history
Personal email drafts to clients — from your correspondence history
Personalized certificates after a test, straight to email
Contract renewal reminders: an email to the client, a task for the rep
A client proposal — assembled for you
Website uptime monitoring with alerts — automatically
A brief on the counterpart's company before a call
Morning briefs for your meetings — who and where from
Self-updating images and links in materials — automatically
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Capture and route leads from every channel
A personal AI assistant with a personality
Automatic follow-ups on stalled deals
CRM data quality audit, delivered to your inbox
Re-engage stalled leads with a ready-made email
Automatic lead qualification in Pipedrive
Onboard a new hire from one form: emails, access, documents
On-model product photos without a photoshoot — for every item
The recording, emailed to everyone who missed the meeting
A brief on the person and their company before a call
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn website chat into qualified leads in your CRM
Personal post-webinar follow-ups, written from the recording itself
A competitor cheat sheet right in the Pipedrive deal card
CRM deals synced to a sheet, with a daily email summary
Meeting prep that arrives on its own — contact, deals, company and talking points
Deal close-date forecasting from your own history, auto-updated in the CRM
A recording turned into a short brief
Blog articles from store products — a draft for each
Website leads — enrichment, scoring and routing to CRM
Job applications from a chat — with a ready letter and resume
SSL certificate expiry reports — weekly to chat and email
Re-engaging quiet clients — weekly, without manual tracking
Customer feedback from every channel, turned into themes and tasks
Low-stock monitoring for your store, with priority alerts
Client onboarding after a won deal
Client onboarding from a single form: project, tasks, contract, channel
M365 employee onboarding — folders, channel and email in one step
A chat that captures the lead and books the demo
Interview questions tailored to a specific candidate
Client proposals from a request — built and sent automatically
Tell customers their bug is fixed — the moment the issue closes
Voice of the customer from every channel: collected, clustered, acted on
Job search with a resume tailored to each — automatically
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets