1.Detect new tag added contact
Integrate Keap to watch for tagged ad contacts and trigger the lead capture flow.
Create CRM person records from tagged ad leads
Automatically monitor new tag events for contacts across Keap and ad lead sources. Create and update CRM records when ad tags added, contacts tagged, or tag events fire β so you can enrich fields, create organization links, and assign owners without manual data entry.
How this automation creates CRM records from ad tags
When new ad tags land in Keap, manual data entry slows follow-up and causes missed enrichment. This automation filters tags, enriches contact details, and creates or updates person and organization recordsβso your team can act on leads faster.
Keapor swap with your favorite app
2.Qualifies tagged ad leads
Integrate Filter by Zapier to continue only for qualifying ad tag events so low-signal tags stop.
Filter by Zapieror swap with your favorite app
3.Finds or creates organization
Integrate Pipedrive to find or create an organization and return the organization id for later steps.
Pipedriveor swap with your favorite app
4.Enriches contact by email
Integrate Apollo to find the contact by email and retrieve enrichment fields like phone and location.
Apolloor swap with your favorite app
5.Creates or updates contact
Integrate Keap to create or update the contact, set opt-in true, and store enrichment in custom fields.
6.Creates or updates person
Integrate Pipedrive to create or update the person, link the organization id, and assign configured labels.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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