1.Detect contact group assignment
Integrate Keap and enrollment group rules to continue only for qualifying contacts and avoid wasting CRM actions.
Create CRM person and deal from assigned contact
Automatically sync newly assigned enrollment contacts across Keap and Pipedrive. Create CRM person links, open deals, and update your master sheet when contact added, contacts assigned to a contact group, or enrollment contacts matchβso you can save time on manual data entry.
How this automation creates CRM records and deals
When contact added or assigned to a contact group, unqualified leads and missed setup can slow pipeline tracking. This automation filters contacts, finds or creates a person and deal in Pipedrive, tags the contact, and updates your sheetβso your team can launch deals fast.
Keapor swap with your favorite app
2.Filters to qualifying contacts
Integrate Filter by Zapier and CRM qualification logic to stop the workflow for contacts outside the configured group.
Filter by Zapieror swap with your favorite app
3.Find or create person
Integrate Pipedrive and contact matching tools to search by email and map source fields into a person record.
Pipedriveor swap with your favorite app
4.Create deal from person
Integrate Pipedrive and pipeline configuration to create a deal, set stage, and assign ownership to the enrollment owner.
5.Add tag to source contact
Integrate Keap and tagging workflows to add a source tag for pipeline tracking after the CRM record is created.
6.Lookup and update deal link
Integrate Google Sheets and reporting tables to find by email and update the row with the deal link and timestamp.
Google Sheetsor swap with your favorite app
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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