1.Detect contact group assignment
Integrate Keap and CRM tools to capture assigned contact group events and core contact fields for lead intake.
Send new list contacts to lead intake webhook
Automatically monitor contacts being added or assigned to a contact group across Keap. Create and update lead intake records when group assignments qualify or interests matchβso you can route relevant leads, deliver JSON payloads, and segment nurture without manual routing.
How this automation routes new leads to intake
When new contacts are assigned to groups, delays can stall segmentation and nurture. This automation monitors Keap group assignments, filters qualifying leads, and posts lead intake data to your webhook endpointβso your team can start nurture immediately.
Keapor swap with your favorite app
2.Filter qualifying group assignments
Integrate Zapier filters and data rules to continue only for qualifying group assignments or specified interest.
Filter by Zapieror swap with your favorite app
3.Post lead intake payload
Integrate Webhooks by Zapier and intake endpoint systems to POST JSON payloads and map contact and address fields.
Webhooks by Zapieror swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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