Keen

Partner Lead Generation Automated

March 12, 2025

This guide will help you understand the process of receiving and sending leads between you and your partners using Keen. We will illustrate this with the example of the company "Salary Software" using Hubspot as their CRM, being in a partnership with "Automated Finances" using Pipedrive as their CRM.

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Lead from HubSpot to Keen

‍Step 1: Anna from Salary Software identifies one of her clients "Michael Larsen" as a potential customer for Automated Finances. Through her communication with Michael, she assured that Michael wants to be contacted by Automate Finances.

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Step 3: From Anna's Keen profile, we can verify that Michael is listed as an outgoing lead to Automated Finances.

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Lead from Keen to Pipedrive

Step 1: From Mads' Keen profile at Automated Finances, we can also verify that Michael Larsen is listed as an incoming lead.

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Step 2: Mads has integrated Pipedrive with Keen. By doing this he automatically forwards his leads from Keen into Pipedrive, without him having to manually move lead data.

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Step 3: Having a look at Automated Finances Pipedrive we can confirm that Michael Larsen from TechFlow is registered as a lead.

With the lead now in Pipedrive, Automated Finances can initiate an automated email campaign or other outreach activities. This enables them to automatically act and make their leads progress.

Lead automations that
you'll enjoy creating

Create flows in minutes, and move leads to their designated CRM, start and email campaign and track performance.

Parent and sub-issues. Break larger tasks into smaller issues.

Automated backlog. Linear will auto-close and auto-archive issues.

Custom workflows. Define unique issue states for each team.

Filters and custom views. See only what’s relevant for you.

Discussion. Collaborate on issues without losing context.

Issue templates. Guide your team to write effective issues.

Triggers

Decide when a lead shall be sent to your partner.

Actions

Setup exactly what you want to happen whenever you receive a new lead.

View reports on partnership performance

Hardly having time to measure your partnerships? Don't worry, reports are now automatically created for you.

Schedule. Have a summary sent to your email weekly or monthly.

Funnel. Define start date, end date, duration, and more.

Areas for improvement. Find out where to spend your time.

A shared truth between partnership managers

Maintain an overview visually, and make better decisions with insights and reporting on channels.

Multi-team projects. Collaborate across teams and departments.

Project documents. Write project briefs and specs directly in Linear.

Custom roadmaps. Organize projects across multiple roadmaps.

Timeline view. Visualize the product journey ahead.

Project insights. Track scope, velocity, and progress over time.

Personal notifications. Stay in the loop on project activity and updates.

Project updates

Keep everyone up-to-date on the health and progress of projects.

Focus on the big picture

Explore every company project in one view to easily identify what needs attention.

Create workflows with
800+ integrations

From CRM integrations to creative marketing automations, Keen let's your leads flow seamlessly.

Hubspot and Pipedrive. Sync with your CRM of choice.

Slack and Discord. Create notifications for your team.

ActiveCampaign. Connect and set up an email flow for your lead.

Microsoft Dynamics 365. Send and receive leads in your Dynamics.

Adversus. Have leads from your dialer system forwarded right away.

Typeform. Have your forms send the data straight to Keen.

Start today.

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A better way to do lead partnerships

Meet the new standard for lead partnership management. Streamline flows, reporting, and optimisation.

Empowering great partnership teams.
From startups to established enterprises.

Partner Lead Generation Automated

March 12, 2025

Lead from HubSpot to Keen

Lead from Keen to Pipedrive

Lead automations that
you'll enjoy creating