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See marketing automation examples in action

Marketing and sales automation allows you to send more personalized messages with less manual work.

14-day free trial. No credit card required.

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How sales and marketing automation works

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Choose from a pre-built template or start a custom automation.

Keap has 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

This can be an action the prospect takes, like filling out a web form, or an action your team takes, like moving a lead into the next deal stage.

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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 three days before sending an invoice reminder).

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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 marketing automations for yourself

Sales and marketing automation examples

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

Click on the three plays on the right to see each marketing automation example in action.

Free consultation

Offer a free consultation appointment to leads who submitted a contact form on your website.

Appointment reminders

Reduce no-shows by sending automated appointment reminders to clients.

Invoice reminders

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.

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Using Keap automations has saved me so much time and has allowed me to do the stuff that I actually love to do in my business.

Olivia Atwood | Liv’s Love Pool

Create your own
marketing automations

Keap offers marketing automation and so much more

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Marketing automations

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Sales automations

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CRM

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Payments and invoicing

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Email and text messaging

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Appointments and scheduling

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Lead capture and pipeline

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Reporting

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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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