Keap and SendPulse automations

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

133 scenarios

PDF invoices generated from a form and emailed automatically
Website requests — straight to your messenger, a confirmation to the client
Contacts from sendPulse — into Keap on their own
Website leads greeted — email, CRM, team alert
An exam-prep question — every day to email, messenger, and SMS
Two-way contact sync between two CRMs
Form leads straight into the CRM
An instant personal reply to every new lead
New client onboarding — folder, email and team, automatically
Price alerts — by email and to your phone
Audit evidence package — assembled for you
Route each new order into your CRM, invoices, and mailing list
Website shots to Keap and to email
An instant reply to a website lead — by email and message
Application processing and agent assignment — on autopilot
Security questionnaire answers — filled automatically
Enriching leads with contacts — drop a sheet, get a filled CRM
A weekly consumption report — as a file in your inbox
Send emails down a sheet list, one by one with pauses
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Win back abandoned Shopify carts by email and in CRM
Open-house visitors — team alert and instant follow-up
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
Track construction progress from site photos
Orders from a table into your store — with customer confirmation
One campaign across SMS, email and messenger, straight from your CRM
Track promised loyalty points and receipts with a weekly digest
New-lead handling: CRM entry, team alert and reminder
A social carousel from a single topic
Lead verification and CRM sync — straight from a JotForm form
Recover abandoned carts with a coupon email
Weekly store sales analysis with AI
Publishing posts from a spreadsheet — with confirmations and failure alerts
A client newsletter from one topic — with your approval
AI coach on your Strava data — a breakdown of every workout
A social post with an image from a single topic, automatically
Instant SMS to a new lead and an auto follow-up if they go quiet
Daily SEO check of your sites with a report and alert
Candidate interview briefs generated from CVs
The customer's order right inside the support ticket — no manual lookup
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
CV review and cover-letter draft — from a single form
Properties with owner contacts — daily to your CRM and email
A briefing from all your newsletters — in one email
Client onboarding from a single form: folder, contact, channel, tasks
AI email replies with approval before sending
Personalized certificates — from spreadsheet to inbox
A newsletter to your subscribers — written for you, on your yes
Expense tracking from receipts with monthly reports
A landing page from one form: AI builds it, the scenario publishes it
Low-stock warnings based on real sales velocity
Offer letters: PDF generation, delivery and notifications
Smart lead routing to reps — instant, with no manual assignment
A daily competitor breakdown — what they post and what took off
Cut the moments you need out of long recordings — with a library and an email
A weekly report on your scenarios — to your inbox
Screening leads by criteria — with a reply to each
Personalized pet-care tips — every week
A quiz-question bank from a PDF
A card photo becomes a contact in your sheet
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
An expense claim — from receipts
Re-engage stalled leads with a ready-made email
Intake and routing of service requests with appointment booking
Quality checks: the log and the paperwork, handled
Automated invoice payment reminders
A daily topic news digest — to your inbox
Stockout forecasts and automatic supplier emails
Payment receipts: sending, archive and ledger — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Review sentiment analysis and an AI report to your inbox
Meeting reminders so they don't get missed
Blog articles from store products — a draft for each
Re-engaging quiet clients — weekly, without manual tracking
SSL certificate expiry reports — weekly to chat and email
Low-stock monitoring for your store, with priority alerts
Appointment reminders 3 days and 1 day before — by email and message
Shipment validation and freight documents
Receipts sort themselves by category — personal, business, shared
Flat search and applications — on autopilot
Patient intake and reminders via an AI assistant
Client follow-up reminders, prioritized by urgency
A reply to every new lead — by email and message
Post designer with images and approval before publishing
Daily industry digest from news feeds
Instant emails on every new lead — to your team and to the client
A personalized financial plan from a questionnaire — PDF to the client's inbox
Tell customers their bug is fixed — the moment the issue closes
Customer feedback sorted into themes, tasks and a weekly report
Lead gathering and drafted emails for approval, sending the approved
PDF summaries, from email and messenger
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
Reactivate cold leads with an automated sequence
Lead verification, enrichment and sorting — automatically