Keap: Automated Customer Lifecycle Management

Overview

Automatically manage the entire customer journey from lead capture through repeat business with intelligent automation.

Steps

1. Trigger: Website – New Lead Form Submission
2. Create Contact: Keap – Add to CRM with lead scoring
3. Send Welcome Sequence: Keap – Trigger Personalized email series
4. Track Engagement: Keap – Monitor Behavior and update lead score
5. Sales Handoff: Keap – Notify Sales Team when lead is qualified
6. Post-Sale Nurturing: Keap – Trigger Customer Journey for repeat business

Tip

Use Keap's lead scoring to automatically qualify leads and route them to the right sales team member based on their behavior and interests.