Keap for Workflows
Simplify CRM Automation with Powerful Actions and Triggers
Keap for Workflows is your ultimate solution for integrating Keap’s CRM capabilities with seamless automation. Designed to enhance efficiency and productivity, this app offers 11 versatile actions and 21 dynamic triggers to revolutionize how you manage contacts, companies, tasks, and more.
Contact Management
Task Automation
Triggered Workflows
Sales Optimization
Detailed Information
Actions
Create Company
Add new companies with ease, ensuring your CRM stays up to date.
Update Company
Modify company records instantly to maintain accurate and relevant data.
Find Company
Quickly locate company details to streamline operations.
Create Note
Add detailed notes to contacts or companies, enhancing collaboration and context.
Create or Update Contact
Manage contacts efficiently by creating or updating records in one simple step.
Find Contact
Search and retrieve contact details for faster communication and task execution.
Detailed Information
Triggers
Appointment Created/Updated/Deleted
Automate workflows based on changes to appointments, ensuring timely follow-ups.
Task Created/Updated/Deleted
Streamline task management by triggering actions when tasks are added, updated, or removed.
Company Created/Updated
Activate workflows for new or updated companies to keep your records synchronized.
Contact Created/Updated
Trigger follow-up actions automatically when new contacts are added or existing ones updated.
Detailed Information
Use Cases
Efficient Contact and Company Management
Simplify data updates and retrieval with streamlined actions like Create or Update Contact and Find Company.
Enhanced Task Coordination
Automate task assignments and updates to keep your team organized and on schedule.
Improved Client Engagement
Use triggers like Appointment Updated and Contact Created to automate personalized follow-ups.
Optimized Sales Processes
Integrate Opportunity and Product triggers to automate pipeline and inventory workflows.
Keap for Workflows
Why Choose Keap for Workflows?
End-to-End CRM Automation
Manage contacts, tasks, companies, and more without manual intervention.
Instant Workflow Triggers
Automate responses to key CRM events like payments, appointments, and contact updates.Simplified Sales and Engagement
Streamline your pipeline, follow-ups, and communication with minimal effort.
Apps Installation and Integration
Custom Actions
Create Company
Update Company
Find Company
Create Note
Create Update Contact
Find Contact
Create Product
Create Task
Remove Tag Contact
Tag Contact
Send Email
Custom Triggers
Appointment Created
Appointment Updated
Appointment Deleted
Task Created
Task Updated
Task Deleted
Company Created
Company Updated
Contact Created
Contact Updated
Note Created
Note Updated
Note Deleted
Opportunity Created
Opportunity Update
Product Created
Product Updated
Product Deleted
Subscription Created
Subscription Updated
Payment Created
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