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The moment it happens

Get alerted when a contact is tagged Hot lead

As soon as someone gets the 'Hot lead' tag, I see it in Slack and can call them.

Runs
The moment it happens
Apps
Keap
AI
Not needed
Access
PAT

Send this to your assistant

Create a ClickRuntime automation: when a Keap contact gets the 'Hot lead' tag, post their name, email and phone to #sales and mention @maria.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

In Keap, tags carry real meaning. A tag like Hot lead might be applied when a prospect clicks a pricing link three times, replies to an email or books a call. The trouble is that the tag is applied silently inside the system. A contact who just signaled buying intent can sit for days while the sales rep works through a list that does not highlight them.

When Keap reports that a tag was applied, ClickRuntime checks the tag ID against the one you care about, in this case the Hot lead tag, and ignores every other tag event. When it matches, a message goes to Slack naming the contact and the tag so someone can pick up the phone while the interest is fresh.

The same pattern fits tags such as Requested demo, Paid deposit or VIP, if you give your assistant the tag name.

What you get out of it

  • Buying signals reach a human quickly

    A contact who earns a Hot lead tag is telling you something right now. A Slack post while that behavior is minutes old lets a rep call before the prospect has moved on to a competitor.

  • Your scoring rules start paying off

    Many teams spend hours building automations that apply tags based on behavior, then never look at the result in real time. An alert closes that loop, so the effort behind the scoring turns into actual conversations.

  • Noise from other tags is filtered out

    Keap can apply dozens of tags per day, and most are bookkeeping. Checking the tag ID means only the one you picked reaches the channel, so people keep reading it instead of muting it.

  • No more combing through contact lists

    Without alerts, a rep sorts contacts by recent activity or runs a saved search each morning. Pushing the tagged contact to Slack removes that routine and the risk that a search was forgotten.

  • You can test whether the tag means something

    If hot leads rarely turn into calls or sales, the channel history shows it. That evidence helps you adjust the behavior that earns the tag rather than trusting it blindly.

How it works

What happens, step by step

  1. When a tag is applied to a contact in Keap, Keap tells ClickRuntime straight away.

  2. ClickRuntime looks up the contact and checks whether they now have the Hot lead tag. Any other tag is ignored.

  3. For a hot lead it posts to #sales in Slack and mentions the sales owner, with the contact's name, email and phone number so they can call straight away.

Before it runs live

  • Connect Keap
  • Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens
Get alerted when a contact is tagged Hot leadjust nowSucceeded
Slack · #sales@maria Hot lead: Dana Reyes, dana@northwind.com, +1 555 0100

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Slack
  • Combine it with other Keap steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
tag_applied_alert.pyexample
from clickruntime import on_event, credentials, notify, http

HOT_LEAD_TAG_ID = 101  # Keap tag "Hot lead"

@on_event
def handle(event):
    headers = {"X-Keap-API-Key": credentials.secret("KEAP_PAT")}
    posted = 0
    for obj in (event.json or {}).get("object_keys", []):
        c = http.get(f"https://api.infusionsoft.com/crm/rest/v1/contacts/{obj['id']}",
                     headers=headers, params={"optional_properties": "tag_ids,phone_numbers"}).json()
        if HOT_LEAD_TAG_ID not in (c.get("tag_ids") or []):
            continue
        email = (c.get("email_addresses") or [{}])[0].get("email", "")
        phone = (c.get("phone_numbers") or [{}])[0].get("number", "no phone")
        notify.slack(f"<@maria> Hot lead: {c.get('given_name', '')} {c.get('family_name', '')}, {email}, {phone}",
                     channel="#sales")
        posted += 1
    return {"posted": posted}

FAQ

Common questions

How does it know which tag to watch?
It compares the tag ID in the Keap event with the ID you configured. Names can be duplicated or renamed, but the ID is stable, so renaming the tag in Keap later will not break the alert. If you choose a different tag, the ID is simply updated.
What happens if the tag is removed and applied again?
Each time Keap applies the tag, it raises a new event, so a contact who is untagged and tagged again will appear in Slack a second time. That can be useful for re-engaged leads, and if it becomes noisy you can ask for repeats to be skipped.
Can the alert go to the contact's owner instead of a channel?
It can be sent to a channel, or to a person if your Slack setup allows direct messages. Routing to the owner needs a way to match the Keap owner to a Slack user, which is usually done with a short lookup of names to Slack members.
What permissions does it need?
PAT. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Get alerted when a contact is tagged Hot lead” from your assistant

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