Lead Automations

Automate your entire partner lead flow. From first touch to reward payout.

Keen handles every step between your partners and CRMs. All from identifying leads, syncing updates, and tracking rewards automatically.

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See it in action

Define your automation rules once. Keen takes care of the rest, from lead capture to reward payout.

Example automation

When a lead in channelLeads from Acme Inc.
changed status toWon
trigger rewardWon leads commission
and creates a rewardPercentage of purchased amountof5%

Lead created

New lead saved to channel

Leads from Acme Inc.

Status update

Lead is Won and has purchased for € 1,500.00

Reward trigger

Reward € 75.00 created by trigger

Won leads commission

Notification

You have received a reward of € 75.00

Stop wasting time on manual lead sharing.

Without automation, lead referrals easily fall through the cracks: partners forget to follow up, sales teams double-handle data, and performance tracking becomes guesswork. Keen fixes that by automating every step from the moment a lead is identified.

Here's how a lead moves through Keen, automatically.

01

Lead identified

A new lead appears in your CRM, form or is added manually by a partner. Keen instantly captures the lead data and prepares it for secure transfer.

02

Send to Keen

The lead is sent to Keen through an integration, webhook, or API. Mo spreadsheets or copy-paste needed. Keen validates the data and assigns it to the right channel.

03

Send to receiver CRM

Keen automatically forwards the lead to your partner's CRM (HubSpot, Pipedrive, Dynamics 365, or any connected system). Both sides always see the same version of the truth.

04

Update status back to Keen

As the deal moves through your partner's pipeline, Keen keeps track. Status updates flow back in real time so you always know what's happening without chasing anyone.

05

Trigger reward

When the deal closes, Keen automatically triggers the agreed reward whether it's a one-time commission or a recurring payout.

06

Summarize total rewards

Keen continuously tracks all rewards and payouts across your channels. Get a clear summary of total amounts earned in any given period by partner, by campaign, or by month.

From chaos to clarity

Keen eliminates the friction of B2B referrals by making every step traceable and automatic.

No lost emails
No manual updates
No unclaimed rewards

Just clean data, transparent collaboration, and stronger partner relationships.

Start today.

Book a demo with our founder or sign up to get started right away.

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