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Keap Features: Contacts, Automation and Sales Workflows

Understand the workflows demonstrated in Keap’s official product materials.

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Keap promotional illustration of an automated customer follow-up workflow
Keap’s official illustration of a follow-up workflow.

What the historical demonstration shows

The official 2022 Keap demonstration describes contact records, activity history, tags or groups, basic automations, advanced automation building and sales follow-up. Availability and UI may have changed.

A practical small business example

Test a workflow using your own contact fields, lead sources, opt-in rules and staff assignments. Verify what is included in the plan you are considering.

Questions to ask before changing software

  • Who owns this step when an automation fails?
  • What data or permission is needed before a message is sent?
  • How will we measure whether the process improved?
  • What will this workflow cost to operate and maintain?

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