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See marketing automation examples in action

Marketing and sales automation allows you to send more personalized messages while reducing manual work.

Graphic showing automations in the Keap product

How marketing automation works

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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.

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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.

Graphic showing the then action(s)

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).

Graphic showing the stopping point

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

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Marketing automation examples

See how marketing automation works to save you time, eliminate tedious tasks, and improve conversions.

When

(Website contact form) is submitted

Then

Send (Thanks & free consult) email

Wait 1 day

Send (2nd free consult request) email

Stop

When any appointment is scheduled

When

Appointment is booked

Wait 1 day

Then

Send (Reminder) email

Wait 1 day after the appointment

Send (follow-up) email

When

The invoice is sent

Wait 5 days

Then

Send (Reminder) email

Stop

When the invoice is paid

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.

Graphic showing some automation possibilities
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

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Marketing automations

Sales Automation icon

Sales automations

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CRM

Payments icon

Payments and invoicing

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Email and text messaging

Appointments and Scheduling icon

Appointments and scheduling

Lead Capture icon

Lead capture and pipeline

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Reporting and analytics

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Dedicated business phone line

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Integrations

Keap is built on 20+ years helping 200,000+ entrepreneurs

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