This article covers how Easy Automation works in Keap™, including what Easy Automation is, how when-then workflows are structured, and the types of tasks that can be automated. The video above provides a guided walkthrough of setting up Easy Automations in Keap. This article does not cover advanced campaign automation in the Keap Campaign Builder. For help with Campaign Builder automations, see how to build advanced automations in the Keap Campaign Builder.

Why Easy Automation Saves You Time on Repetitive Tasks

Every business has routine tasks that happen the same way every time — sending a follow-up email when a new lead is added, delivering an appointment reminder before a booking, or tagging a contact when they complete a form. Doing these tasks manually takes time away from the work that actually grows the business. Easy Automation in Keap handles these repetitive tasks automatically using simple when-then workflows. A when-then workflow is a two-part rule: when a specific event occurs — such as a contact being added or an appointment being scheduled — then a specific action runs automatically — such as sending an email or applying a tag. By setting up Easy Automations once, every new contact and customer receives a consistent, timely response without requiring manual action each time.

What Easy Automation Can Do in Keap

Easy Automation in Keap is designed to automate the routine processes that keep customers engaged and ensure no contact falls through the cracks. Common use cases for Easy Automation include:

• Following up with new leads — Automatically send a welcome email or assign a task when a new contact is added to the CRM.

• Sending appointment reminders — Automatically send a reminder email or text message before a scheduled appointment.

• Triggering actions based on customer behavior — Automatically apply a tag, move a deal, or send a follow-up when a contact completes a form, makes a purchase, or reaches a specific lead score.

• Maintaining consistent client communication — Automatically send the right message at the right time without needing to monitor and respond manually to every customer interaction.

Frequently Asked Questions

What does this article cover?

This article covers how Easy Automation works in Keap, including what Easy Automation is, how when-then workflows are structured, and the types of tasks that can be automated. This article does not cover advanced campaign automation in the Keap Campaign Builder. For help with Campaign Builder automations, see how to build advanced automations in the Keap Campaign Builder.

What is a when-then workflow in Easy Automation?

A when-then workflow is the structure used by every Easy Automation in Keap. The When part defines the trigger — the specific event that starts the automation, such as a contact being added, an appointment being scheduled, or a form being submitted. The Then part defines the action — what happens automatically when the trigger occurs, such as sending an email, applying a tag, or moving a deal in the pipeline. Every Easy Automation requires one When event and at least one Then action.

What is the difference between Easy Automation and the Campaign Builder?

Easy Automation is designed for simple, single-trigger automations that run a specific action when one event occurs. The Campaign Builder is designed for more complex, multi-step automation sequences with advanced logic, goals, and branching paths. For straightforward when-then workflows, Easy Automation is the faster and simpler option. For more complex automation requirements, see how to build advanced automations in the Keap Campaign Builder.

What does the video in this article cover?

The video at the top of this article provides a guided walkthrough of how to set up Easy Automations in Keap, including how to configure the When trigger and Then action and how to publish the automation. The video covers the same concepts described in the text of this article.