Question

How do we automate lead tagging and follow-ups based on lead source in Keap?

  • 17 November 2023
  • 3 replies
  • 37 views

I am trying to create a zap or multiple zaps that when a lead comes into my listing to leads platform and is sent to my Keap crm it triggers to correct automation. example when I have a lead that comes in from the lead source get my homes value you I want that lead to assign a tag inside keap that triggers a follow up automation. then when a lead comes in from my expired listing lead source i want it to trigger a tag in Keap that triggers another automation system


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3 replies

Userlevel 7
Badge +14

Hi @SitRep 

Good question.

Please clarify what your question is.

 

You ca search Zap apps here: https://zapier.com/apps

Each Zap app has a profile page that lists the available triggers/actions.

Listing to leads is a marketing platform that has many marketing platforms that create leads. If i just sent the leads to my CRM I would have to manually go in and assign them a tag to start the automated follow up system. Is there away that when leads come from listing to leads that assigns a tag to the lead as its placed into Keap my CRM that would automatically trigger the follow up system

Userlevel 7
Badge +14

@SitRep 

There are 2 Keap Zap apps.

Check out the available Zap app actions.

Keap: https://zapier.com/apps/keap/integrations#triggers-and-actions

Keap Max Classic: https://zapier.com/apps/keap-max-classic/integrations#triggers-and-actions