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Automation inspiration

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Keap

Keap is passionate about keeping things personal—and they're really, really into automation. This means you can use their services to automatically deliver personalized messages while keeping the voice that makes you uniquely you.

5 Keap automation ideas

Capture and manage vital contact details in new form submissions effortlessly and efficiently. Once this Zap is activated, a Keap contact will be automatically updated, or a new one created, with each new form received to your Typeform account.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

Triggers when a new Action Sequence is added.

New Action Sequence

For Ulimate users, triggers when a new affiliate is added.

New Affiliate

For Ultimate users: triggers when a new appointment is added, deleted, or edited.

New Appointment Event

Triggers when a company is added, deleted, or edited.

New Company Event

New Contact

Triggers when a invoice is added, deleted, or edited.

New Invoice Event

Triggers when a new note is added, deleted, or edited.

New Note Event

Triggers when an opportunity is added, deleted, edited, or when the opportunity stage moves.

New Opportunity Event

Triggers when a product is added, edited, or deleted.

New Product Event

Triggers when a subscription is added, edited, or deleted.

New Subscription Event

Triggers when a new Subscription Plan is added.

New Subscription Plan

Triggers when a tag is added, edited, deleted, or applied to a contact.

New Tag Event

Triggers when a task is added, deleted, edited, complete or incomplete.

New Task (All Tasks)

Triggers when a new credit card charge is made. (Merchant Only).

New Credit Card Charge - Merchant Only

Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.

New Invoice

Triggers when a New Manual Payment is added. (Cash or Check).

New Manual Payment – (Cash, Check)

Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.

New Payment (All Payment Type)

Triggers when a tag is applied to a contact.

New Contact Tag

Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.

New Assigned Task

Triggers when an existing contact is updated.

Updated Contact

Triggers when an opportunity stage is moved.

Opportunity Stage Moved

Find Contact

Find Company

Find Invoice

Find or Create Contact

Find or Create Company

Create Product

Create Company

Create Invoice

Create Note

Create Task

Add a product to an already existing Invoice

Add a Product to an Invoice

Remove Tag From Contact

Send Email

Tag Contact

Update Company

Creates a new contact or updates an existing contact.

Create or Update Contact

Create or update Keap contacts from new Typeform entries

Gravity Forms is a great tool for collecting leads, but if you are manually adding them to Keap, there is a better way. Get rid of the manual data entry and let Zapier automate this process for you. Once you configure this integration, new form submissions from Gravity Forms will create new contacts, or update existing contacts, inside Keap automatically, leaving you more time to focus on following up with your leads.

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Gravity Forms

Triggers when the specified form is submitted.

Form Submission

Create Entry

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Submit Form

Create new contacts to Keap from new Gravity Forms submissions

Don't run the risk of overlooking a potential customer just because you were too busy to add their information to all your apps. This Zap will automatically send those details wherever they needs to be. Once it's active, this integration will watch for any new leads on Facebook, passing the data over to Keap automatically. If a match is found for your lead, the contact will be updated. Otherwise, a new one will be created for you with all the information they submitted.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

New Lead

Create or update Keap contacts from new Facebook Lead Ads leads

Easily manage your LinkedIn Ads leads and stay organized with this streamlined workflow. When you receive a new lead from LinkedIn Ads, this automation will create or update a contact in your Keap account, ensuring you have the latest information on your prospects. Spend less time on manual data entry and focus on growing your network and nurturing your leads.

LinkedIn Ads allows marketers to collect even more quality leads from their ads and events on LinkedIn with seamless pre-filled forms.

LinkedIn Ads

Triggers when you receive a new form response tied to a Company Page, Product Page, or Event.

New Lead Gen Form Response (Organic Content)

Triggers when you receive a new form response for an ad.

New Lead Gen Form Response (Sponsored content)

Add Company to Audience

Add Contact to Audience

Creates an Audience that you can add Contacts or Companies to.

Create Audience

Sends a Conversion Event to a Conversion.

Send Conversion Event

Removes an email address from an Audience.

Remove Email from Audience

Create Report

Create or update Keap contacts from new LinkedIn Ads lead gen form responses

If you need to pull data from apps with webhook integrations, this automation can save you time and effort. Set it up so that, each time a webhook is received at a specified URL, Zapier will automatically extract the data you need to create a new contact in Keap. It's the perfect way to link Keap to your internal business apps.

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Webhooks by Zapier

Triggers when a POST, PUT, or GET request is made to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.

Catch Raw Hook

Triggers when a POST, PUT, or GET request is madeto a Zapier URL.

Catch Hook

Triggers when a request to a URL returns new entries.

Retrieve Poll

Fire off a custom request by providing raw details. Very flexible but unforgiving.

Custom Request

Fire off a single GET request with optional querystrings.

Fire off a single POST request as a form or JSON.

POST

Fire off a single PUT request as a form or JSON.

Create contacts in Keap from a webhook

Follow up with people after meetings end effortlessly with this Zapier integration. Once set up, each new Keap contact will be automatically created or updated from each new event invitee in your Calendly account.

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Calendly

Triggers when an invitee cancels a scheduled event.

Invitee Canceled

Triggers when an invitee schedules an event

Invitee Created

Triggers when an invitee is marked as a no-show.

Invitee No Show Created

Find User

Creates a new one-off meeting in Calendly.

Create One-Off Meeting

Create or update Keap contacts from new Calendly events

An event is the start of a beautiful relationship. Keep that relationship warm with this handy automation. After you set it up, every new Eventbrite event registration will automatically create a new contact in Keap - or update an existing one.

Eventbrite is an event management tool that makes it simple to create, manage, promote, and sell out your event.

Eventbrite

Triggers when a new event is created and marked as live within an organization.

New Event

Triggers when an attendee checks into an event.

New Attendee Check-In

Triggers when an attendee orders a ticket for an event.

New Attendee Registered

Triggers when a new order is placed for tickets to an event. This contains only the top level financial and transactional information.

New Order

Updated Attendee

Find Event

Find Attendee by Id

Find or Create Event

Create Event

Publish Event

Create Ticket Class

Add new Eventbrite event registrants to Keap

Streamline your contact management tasks with this integration. Once active, this Zap automatically creates a new, or updates an existing, user in Keap for each new appointment generated in Acuity Scheduling.

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

Acuity Scheduling

Triggers a specified time before an appointment starts.

Appointment Start

Triggers when a new appointment is scheduled.

New Appointment

Triggers when an appointment is canceled.

Appointment Canceled

Triggers when an appointment in Acuity gets rescheduled.

Appointment Rescheduled

New Product Order

Finds an existing appointment by appointment ID.

Find Appointment by ID

Find existing appointments from client info.

Find Appointments by Client Info

Add Coupon Code

Add Package Code

Block off a new range of time on your schedule.

Add Blocked Off Time

Create or update Keap contacts with new Acuity Scheduling appointments

Stay on top of your sales with this workflow. When a successful sale is registered in PayPal, it triggers a process to either create or update a contact within Keap. This ensures your contact list remains current, saving you time and reducing manual data entry. Perfect for eCommerce businesses looking to streamline their customer management and sales tracking processes.

PayPal is a fast, safe way to send money, make an online payment, receive money or set up a merchant account. With over 150 million active registered accounts, PayPal helps people and businesses receive and make payments in more than 100 currencies in 203 markets.

PayPal

Triggers when a payment is completed successfully.

Successful Sale

Triggers when a payment is completed successfully (with line item support).

Successful Sale (Line Items)

Refunded Sale

Triggers when a new merchant transacation is created, regardless of status.

All Merchant Transactions

Create or update Keap contacts from new successful PayPal sales

Effortlessly manage your customer relationships with this seamless workflow between Stripe and Keap. When a new payment is made in Stripe, this automation will tag the corresponding contact in Keap, ensuring your client information stays organized and up-to-date. Save time and maintain accurate records with this helpful integration.

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

Stripe

Triggers when a subscription is canceled (by a subscriber or due to end of billing period).

5 Keap automation ideas

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