Keap and Zoho CRM automations

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

89 scenarios

Keap customers land in your address book
New Keap contacts show up in Zoho CRM
Address-book contacts become leads in your Zoho CRM
New Keap contacts — into Zoho CRM audiences
Copy Keap entries into Zoho CRM
Contacts synced into accounting
Contacts from Keap into Zoho CRM audiences
Keap entries — into Zoho CRM
Text from chat photos, straight into a sheet
Website leads greeted — email, CRM, team alert
Contacts from Zoho CRM — into Keap on their own
Two-way contact sync between two CRMs
An instant personal reply to every new lead
Form leads straight into the CRM
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
All work accounts for a new hire from one form
Automatic payment reminders for Zoho CRM invoices
Leads scored and routed to a rep — straight from the form
Clean-background product photos — straight to the store
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
New subscribers scored and enriched — straight into your CRM
Invoices from an order form — issued and sent automatically
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
Orders from a table into your store — with customer confirmation
Weekly store sales analysis with AI
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
Instant reply to a property inquiry with matched listings
Recover abandoned carts with a coupon email
The customer's order right inside the support ticket — no manual lookup
Smart auto-replies to routine emails
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
Run your online store from your messenger
Properties with owner contacts — daily to your CRM and email
Upsell signals from support tickets
Client onboarding from a single form: folder, contact, channel, tasks
Requests routed to the right team — sorted automatically
Contract renewal reminders: an email to the client, a task for the rep
Low-stock warnings based on real sales velocity
Welcome emails for new customers with tracking
Cold outreach with personal emails and CRM logging
Capture and route leads from every channel
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
CRM data quality audit, delivered to your inbox
On-model product photos without a photoshoot — for every item
Re-engage stalled leads with a ready-made email
Automatic lead qualification in Zoho CRM
Invoice to the customer right after the order, issued and sent automatically
Turn website chat into qualified leads in your CRM
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Stockout forecasts and automatic supplier emails
Meeting prep that arrives on its own — contact, deals, company and talking points
A competitor cheat sheet right in the Zoho CRM deal card
Blog articles from store products — a draft for each
Invoice intake with reading, risk checks and approval
Review sentiment analysis and an AI report to your inbox
CRM deals synced to a sheet, with a daily email summary
Client onboarding after a won deal
Automatic meeting booking for new clients
Re-engaging quiet clients — weekly, without manual tracking
Low-stock monitoring for your store, with priority alerts
A chat that captures the lead and books the demo
Tell customers their bug is fixed — the moment the issue closes
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Invoice and customer email, right after the request
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
Consolidating revenue from every till and prepping filings
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Ecommerce support that answers from your own policies and catalog
A store chat assistant: products, stock, orders
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
Abandoned-cart recovery — email, SMS and a discount in sequence
An AI assistant over your CRM in any messenger