Keap and Xero automations

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

50 scenarios

Keap customers land in your address book
New Keap contacts show up in Xero
Address-book contacts become leads in your Keap
Contacts from Keap into Xero audiences
Contacts synced into accounting
Copy Keap entries into Xero
New Keap contacts — into Xero audiences
Keap entries — into Xero
Text from chat photos, straight into a sheet
Contacts from Xero — into Keap on their own
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Two-way contact sync between two CRMs
Route each new order into your CRM, invoices, and mailing list
An invoice archive from your accounting in the cloud — automatically
Scheduled invoice payment reminders for customers
Automatic payment reminders for Xero invoices
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Invoices from an order form — issued and sent automatically
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Client renewal reminders — ahead of time
Welcome emails for new customers with tracking
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Invoice to the customer right after the order, issued and sent automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Invoice intake with reading, risk checks and approval
Re-engaging quiet clients — weekly, without manual tracking
Tell customers their bug is fixed — the moment the issue closes
Invoice and customer email, right after the request
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Invoices from orders and payment reminders — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
An AI assistant over your CRM in any messenger