Growing a business takes a lot of time. And some days, it probably feels like you're spending more hours tracking down projects and following up than leading your team and business forward.
But what if your day-to-day operations were handled, your tasks were more organized, your work was more efficient, and your business was more connected? To make this your reality, you have to reimagine how you do business operations, and we have good news: We’ve done the work for you.
Our newest updates were designed to automate your operations workflows and take productivity to the next level. So if you’re ready to transform the way you do business operations with your small business CRM, keep reading and discover how our updates to Pipelines, Automation Builder, and Integrations will help you do just that.
Pipelines
The move to My Day
When you think about Keap’s Pipelines feature, your mind probably goes to sales. But as you know, running a business requires you to track a lot more than just your sales metrics and data. That’s why we’ve made changes to Pipelines.
Our Pipelines feature is no longer limited to the sales section of your Keap app. Instead, it’s seamlessly integrated into My Day, so you can use it to automate and track your operations processes.
It’s never been easier to manage new hire processes, onboard new customers, fulfill orders, and follow up on inquiries.
Enhancing customization
Expanding Pipelines’ functionality required more than just moving it to My Day. In order for you to take full advantage of this feature for all your business operations, you need customization opportunities.
So now, within Pipelines, you can customize your deal cards and create custom fields. That way, when you’re working on a deal or a task, the right details are always on hand.
Automation and additional views
Pipelines also now allow you to follow every journey end-to-end, triggering actions at each step to ensure no operations tasks fall through the cracks. And on those days when speed is essential, the new List View has you covered: You can sort tasks and deals, then apply bulk actions to move, edit, change statuses, or set close dates — all in one seamless flow.
Automation Builder
When strategizing how to reimagine and revolutionize your business operations, we knew we couldn’t do so without turning our focus to our Automation Builder. This feature is at the heart of Keap’s small business automation software, and it’s the engine behind every automation you run. With that in mind, we knew it was crucial to make some changes that would improve the user experience, save you time, and help your business go further faster.
Improved user interface
The redesigned Automation Builder features a modern, simplified approach that lets you build complex business automation sequences in record time. With a sleek design and intuitive search, finding the exact triggers and actions you need is effortless, making it easier than ever to bring your vision to life.
New viewing options for greater visibility
Not only have we simplified how you build your automations, but you can also quickly dive deeper into each sequence to see the finer details using Landscape View. This view will display your entire automation at a glance.
Guided experience
And finally, we added color-coded indicators to guide you as you build each automation, showing which steps are ready and which may need a little more attention so you reach your end result as quickly as possible.
Scheduling integrations
To operate seamlessly, your tools need to work together. With Keap integrations, you can connect your favorite apps and services, uniting all your essential tools within a single, powerful platform.
Zoom
Adding a Zoom link to your appointments is more accessible than ever. Simply schedule your meetings through Keap, and the Zoom link will automatically be added, making it easy to connect when it’s time to meet.
Calendly
Calendly fan? You’re going to love this: We’ve made it so you can take your Calendly booking link and embed it directly on your Keap landing pages for an even smoother scheduling experience for your customers.
Business operations done better
We hope these changes to Pipelines, Automation Builder, and integrations make one thing clear: It’s time to say goodbye to time-consuming, manual business tasks and usher in a new era of business operations.
Greater automation, organization, efficiency, and connectivity are at your fingertips, so better business operations are around the corner. You can get started with these new additions when they land in your app in early 2025. We can’t wait for you to experience all these improvements!
