1.Monitor new tag added
Integrate Keap and marketing CRM workflows to detect new prospect tag events and pass contact data to the automation.
Create sales lead from prospect tag for reps
Automatically monitor Keap prospect tag additions across Keap and Close for sales handoff. Create and update lead records when prospect tag added, tags applied to contacts, or contacts get sales-labeledβso you can find or create leads, update lead metadata, and normalize tags without manual data entry.
How this automation creates your sales leads
When new prospect tags get added in Keap, leads can stay uncreated in the sales CRM and handoffs slow down. This automation monitors tags and finds or creates leads and updates lead metadataβso your team can follow up with ready-to-use lead details.
Keapor swap with your favorite app
2.Find lead by contact email
Integrate Close and CRM search tools to look up a lead by contact email and return a lead ID when found.
Closeor swap with your favorite app
3.Create lead from contact fields
Integrate Close and field mapping tools to create a lead by mapping contact name, email, and phone and set lead status.
4.Update lead with tag metadata
Integrate Close and CRM metadata tools to map the contact tag list into lead metadata or opportunity fields.
5.Normalize fields before update
Integrate Formatter by Zapier and data formatting tools to normalize phone or format tags before updating the lead.
Formatter by Zapieror swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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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