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.
Collect leads from website forms.
Gather leads from email inquiries.
Collect leads from Facebook Ads.
Centralize all leads in Keap.
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%
50%
40+ hours
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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 is suitable for your needs.
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
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
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.