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Your No-code and AI Automation PartnerStreamline Client Intake with Keap & Make
Integrate Jotform, Outlook, and Facebook Lead Ads into Keap to automate and consolidate client intake. This reduces data discrepancies and enhances lead prioritization for better conversion rates.
When a Form Has Been Submitted
1. Capture New Leads from Website
Collect leads from website forms.
When a New Email Has Been Received
2. Capture Email Inquiries
Gather leads from email inquiries.
When a New Lead Has Been Created
3. Capture Social Media Engagements
Collect leads from Facebook Ads.
Add a Contact
4. Consolidate Leads into Keap
Centralize all leads in Keap.
Create a Task
5. Assign Leads to Sales Team
Trigger task for sales to score leads.
- Repeat -
Automation Benefits
Benefits of Automating Client Intake
Discover the advantages of streamlining your client intake process with Keap and Make.
Increased Efficiency
Automate lead capture and processing to save time and reduce manual errors.
Enhanced Lead Prioritization
Prioritize leads effectively with automated scoring and task assignment.
Reduced Data Discrepancies
Ensure consistency in data capture from multiple entry points.
Improved Sales Focus
Allow your sales team to focus on high-priority leads.
Seamless Integration
Easily connect Jotform, Outlook, and Facebook Lead Ads with Keap.
Boosted Conversion Rates
Enhance your conversion rates by streamlining lead management.
Features
Features of Automating Client Intake
Explore how this automation enhances your business operations.
- 1Centralized Data Collection
Consolidate leads from multiple sources into Keap for streamlined management.
- 2Automated Lead Scoring
Automatically trigger tasks for the sales team to score and prioritize leads.
- 3Seamless Integration
Integrate popular tools like Jotform, Outlook, and Facebook Lead Ads with ease.
Outcomes
Achieve Remarkable Business Outcomes
Implementing this automation leads to significant improvements in efficiency and conversion rates.
30%
Improved Lead Conversion Rate
50%
Reduction in Data Errors
40+ hours
Time Saved in Lead Processing
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FAQ
Frequently Asked Questions
Answers to common questions about automating client intake with Keap and Make.
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.