Marketing automations
See marketing automation examples in action
Marketing and sales automation allows you to send more personalized messages while reducing manual work.
How sales and marketing automation works
Choose from a pre-built template or start a custom automation.
Keap has Easy Automation templates for common needs like new lead follow-up, booking a free consultation, invoice reminders, and more.
Define the “when” action that starts the automation
Keap has Easy Automation templates for common needs like new lead follow-up, booking a free consultation, invoice reminders, and more.
Define the “then” action(s) you want to happen next
You can trigger an immediate response (like sending a call booking link) or build in a time delay (like waiting 3 days before sending an invoice reminder).
Define a stopping point if necessary
Program the automation to stop when certain criteria are met, such as a client paying before the invoice reminder goes out.
Experience Keap’s Easy Automations for yourself
Try Keap free for 14 days. No credit card required.
Sales and marketing automation examples
See how marketing automation works to save you time, eliminate tedious tasks, and improve conversions.
Free consultation
Offer a free consultation appointment to leads who submitted a contact form on your website.
Appointment reminders
Reduce no-shows by sending out automated appointment reminders to clients.
Invoice reminder
Automation reminds your clients when they’ve overlooked an invoice.
Imagine the possibilities!
Use Keap to automate almost any trigger event with a follow-up action.
Free yourself to focus on more important work.
Automation allows you to have a full lifecycle that is literally always on, always checking up, always making sure that nothing falls through the cracks.
Vix Reitano - Coach and Consultant, Keap Customer
Create your own marketing automations
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Marketing automations + so much more
Sales automations
CRM
Payments and invoicing
Email and text messaging
Appointments and scheduling
Lead capture and pipeline
Reporting and analytics
Dedicated business phone line
Integrations
