1.New contact is created
Integrate Keap and CRM lead inputs to detect new contact records for outreach-ready contact creation.
Create shared address book contact for new CRM leads
Automatically monitor new CRM leads across Keap and create consistent address book entries in Google Contacts. Normalize phone and email and create or find contactsβso you can keep outreach details accurate, avoid duplicate contacts, and share a single source of truth without manual cleanup.
How this automation creates shared address book entries
When new contacts appear in Keap, outreach lists can get inconsistent and duplicates can slip through. This automation normalizes details, checks for existing contacts, and creates shared address book contactsβso your team can streamline campaigns without manual cleanup.
Keapor swap with your favorite app
2.Normalizes phone and email
Integrate Formatter by Zapier and data cleaning to normalize phone and email formatting for contact fields.
Formatter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate Google Contacts and contact lookup tools to search by primary email and prevent duplicate entries.
Google Contactsor swap with your favorite app
4.Creates new contact
Integrate Google Contacts and contact creation tools to create address book contacts and add CRM source links to notes.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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