Keap and Salesforce automations

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

169 scenarios

Salesforce people feed your Keap audiences
Keap submissions become tasks in Salesforce
New CRM deal, task in your task manager
Deal moves a stage in Keap — a task appears in Salesforce
Push Salesforce leads into Keap audiences
A new file in storage emails the people who care
CRM contacts pushed into ad audiences
New lead in Keap becomes a task in Salesforce
Salesforce leads — contacts in Keap
Keap customers land in your address book
New Keap contacts show up in Salesforce
New Keap projects become tasks in Salesforce
Documents from storage sent to accounting
Address-book contacts become leads in your Salesforce
Copy Keap entries into Salesforce
Personal Keap tasks flow into the team Keap
New Keap contacts — into Salesforce audiences
Keap entries — into Salesforce
Contacts synced into accounting
Contacts from Keap into Salesforce audiences
Contacts from Salesforce — into Keap on their own
Website leads greeted — email, CRM, team alert
A proposal right after the call — automatically
An instant personal reply to every new lead
Form leads straight into the CRM
Two-way contact sync between two CRMs
A morning digest: email, news and tasks in one message
High-priority tickets alert every channel at once
A form request into a tracker issue
Route each new order into your CRM, invoices, and mailing list
Support email sorts itself and becomes tasks
Personal rewards for big-spending guests after checkout
A daily overdue-tasks report in your inbox
A weekly digest of document changes to your inbox
The sprint report — it goes out to stakeholders on its own
All work accounts for a new hire from one form
Leads scored and routed to a rep — straight from the form
Candidate shortlisting, emails and screening tasks
Lead scoring and routing: hot leads straight to sales
Unpaid-invoice control: task and email — on their own
Enriching leads with contacts — drop a sheet, get a filled CRM
Turn support emails into tracker tickets automatically
Urgent tasks that don't stall
Inbound leads scored, with alerts and draft replies for the hot ones
A proposal and payment link right after the meeting
Track construction progress from site photos
New subscribers scored and enriched — straight into your CRM
A prospect list with contacts — automatically
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
Requests from Notion — into Salesforce tasks with a team notice
New-lead handling: CRM entry, team alert and reminder
One campaign across SMS, email and messenger, straight from your CRM
An invoice to the client — from one status change
Meeting notes — into tasks, participant emails and a summary
Weekly backups of every scenario — with full history
Time-based invoices and missing-hours reminders in one run
Instant reply to a property inquiry with matched listings
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Tickets prioritized by importance, tasks created for you
Data-load failure monitoring with tasks and alerts
The customer's order right inside the support ticket — no manual lookup
Release notes — ready the moment a version ships
Smart auto-replies to routine emails
Deal-matched materials — sent automatically by CRM stage
Stuck tickets, followed up automatically
Bug reports turned into proper tickets
A daily sprint and time-tracking report, by email
Instant calling and booking of new ad leads
Open-house visitors into your CRM and into an email, right after the visit
Stalled deals bring themselves back to life
A follow-up email after a canceled meeting — automatically
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Team-capacity tracking with over-allocation alerts
Upsell signals from support tickets
Properties with owner contacts — daily to your CRM and email
Interview bookings — call, task and emails assembled automatically
Polite candidate rejections sent by email, with the task closed
Instant email reply to leads from ads
New-issue triage: task, notification, reply to the author, and a logged row
A daily briefing by email: tasks and meetings in one message
Contract renewal reminders: an email to the client, a task for the rep
Smart support triage with Salesforce
A client proposal — assembled for you
A lead replies — the CRM card updates and a task lands on a rep
Smart lead routing to reps — instant, with no manual assignment
Self-updating images and links in materials — automatically
Website uptime monitoring with alerts — automatically
A personal AI assistant with a personality
Critical bugs from testing escalated straight to tickets and engineering chat
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Capture and route leads from every channel
Release notes from closed tasks — into oneC and Telegram on their own
Re-engage stalled leads with a ready-made email
A daily numbers summary — to chat and email
Automatic lead qualification in Salesforce
A daily launch digest — with a task for each notable one