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Workflows

Event-driven automations for everything your partnerships touch.

Pick a trigger, chain the actions, and let Keen run it reliably. Build workflows visually, or let Keen AI assemble a validated draft through a simple conversation.

Get started

Put your partnership busywork on autopilot.

A workflow watches for something to happen, like a new lead, a deal moving forward, or a status change, and then takes care of the follow-up for you. Set up the steps once and Keen keeps your team, your partners, and your CRM in sync, automatically, every time.

  • Runs the moment a lead or deal changes, so nothing slips through the cracks
  • Each step can reuse details from earlier ones, like a lead's name or email
  • Keeps Keen and your connected CRM updated in lockstep, without manual work

Workflow builder

Trigger
Keen

New Lead

Triggered when a new lead is created

Create Deal

Create a deal in CRM

Start from the events that matter.

Every workflow begins with a trigger. Each one exposes outputs you can reference downstream.

Keen lead events

Fire on new leads, status changes, or any lead update. Scoped to the channels you choose.

New leadStatus changeLead updated

CRM events

React to deal activity in Pipedrive and HubSpot, including new deals, updates, and stage moves.

New dealUpdated dealStage changeDeal matches filter

Developer webhooks

Let any external system kick off a workflow by calling a webhook trigger with your own payload.

Webhook trigger

Then run any chain of actions.

Combine Keen updates, CRM sync, messaging, and flow control to build exactly the automation you need.

Keen

Create a lead, update a lead, or change a lead's status.

CRM sync

Create or update contacts, deals, and companies in HubSpot and Pipedrive.

Messaging

Post to Slack or call any custom webhook with your own URL, method, headers, and body.

Flow control

Filter to continue only when conditions pass, or branch to route work down different paths.

Two ways to build, one reliable engine.

Power users get a full visual editor. Everyone else can let Keen AI do the assembly.

The visual builder

Drag, drop, and connect. Start with a trigger, add the steps you want, and watch everything snap neatly into place. Click any step to set it up with simple, guided options, and add branches when you need different paths. Keen checks your work as you go, so what you build just works.

Workflow builder

Trigger
Keen

New Lead

Triggered when a new lead is created

Create Deal

Create a deal in CRM

Keen AI sets it up for you

Not sure where to start? Just chat. Keen AI asks a few simple questions, you pick from the answers it suggests, and it builds the whole workflow for you, ready to run. No setup, no jargon, just describe what you want and it's done.

Keen AI

What should happen to start this workflow?
A lead's status changesA new deal in HubSpotA webhook fires
A lead's status changes
Which channel should it watch?
Leads from Acme Inc.All channels
Leads from Acme Inc.
Got it. What action should run when a lead is marked Won?
Create a HubSpot dealSend a Slack messageCall a webhook

Start today.

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