Keap and SendGrid automations

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

120 scenarios

New Keap contacts — into SendGrid audiences
Videos from mail — into storage with a link
Contacts from Keap into SendGrid audiences
PDF invoices generated from a form and emailed automatically
Website leads greeted — email, CRM, team alert
Website requests — straight to your messenger, a confirmation to the client
Form leads straight into the CRM
New client onboarding — folder, email and team, automatically
Audit evidence package — assembled for you
Route each new order into your CRM, invoices, and mailing list
Website shots to Keap and to email
Security questionnaire answers — filled automatically
A weekly consumption report — as a file in your inbox
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Send emails down a sheet list, one by one with pauses
Leads scored and routed to a rep — straight from the form
Track construction progress from site photos
A prospect list with contacts — automatically
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
Export emails to the cloud as files
Orders from a table into your store — with customer confirmation
Track promised loyalty points and receipts with a weekly digest
New-lead handling: CRM entry, team alert and reminder
Weekly store sales analysis with AI
A client newsletter from one topic — with your approval
A social carousel from a single topic
Recover abandoned carts with a coupon email
Publishing posts from a spreadsheet — with confirmations and failure alerts
Lead verification and CRM sync — straight from a JotForm form
AI coach on your Strava data — a breakdown of every workout
Open-house visitors into your CRM and into an email, right after the visit
Candidate interview briefs generated from CVs
Smart auto-replies to routine emails
A social post with an image from a single topic, automatically
The customer's order right inside the support ticket — no manual lookup
Daily SEO check of your sites with a report and alert
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
AI email replies with approval before sending
Expense tracking from receipts with monthly reports
A newsletter to your subscribers — written for you, on your yes
Client onboarding from a single form: folder, contact, channel, tasks
A landing page from one form: AI builds it, the scenario publishes it
Properties with owner contacts — daily to your CRM and email
Offer letters: PDF generation, delivery and notifications
Smart lead routing to reps — instant, with no manual assignment
Cut the moments you need out of long recordings — with a library and an email
Low-stock warnings based on real sales velocity
A weekly report on your scenarios — to your inbox
Screening leads by criteria — with a reply to each
A quiz-question bank from a PDF
A card photo becomes a contact in your sheet
Personalized pet-care tips — every week
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
An expense claim — from receipts
Stockout forecasts and automatic supplier emails
Monthly business tax calculation — prepared automatically
A daily topic news digest — to your inbox
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Quality checks: the log and the paperwork, handled
Payment receipts: sending, archive and ledger — automatically
Blog articles from store products — a draft for each
Review sentiment analysis and an AI report to your inbox
Re-engaging quiet clients — weekly, without manual tracking
Low-stock monitoring for your store, with priority alerts
SSL certificate expiry reports — weekly to chat and email
Customer feedback from every channel, turned into themes and tasks
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
Bills from your inbox — archived and logged automatically
Voice of the customer from every channel: collected, clustered, acted on
Customer feedback sorted into themes, tasks and a weekly report
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
PDF summaries, from email and messenger
A daily RSS digest — to your inbox and subscribers
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Consolidating revenue from every till and prepping filings
Personal emails to new contacts — built from their own socials
AI candidate screening from resume against the role
Cross-border tax, computed daily: rules, anomalies and advisor reports
Candidate screening: CV scoring, an invitation and the interview booked
Onboarding new clients: email, meeting and owner
Ecommerce support that answers from your own policies and catalog
Email replies grounded in your documents — prepared and checked for you
Sales proposals tailored to each client — on their own