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Automated Keap Customer Onboarding Checks

When a new Keap contact is tagged as a customer, WebRun checks that the welcome sequence is enrolled, the correct tag applied, and the pipeline stage updated, then posts confirmation to Slack with a copy to Telegram so the team knows onboarding started correctly.

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Runs on WebRun · Strict Lockdown policy
Runs within minutes of each new customer tag WebRunorchestrates each step
1 Keap check the new customer's setup
2 Slack post confirmation
3 Telegram share a copy with the team
In short

How do I confirm new Keap customers complete onboarding correctly?

WebRun checks Keap the moment a new contact is tagged as a customer, confirms the welcome sequence is enrolled, the right tag applied, and the pipeline stage updated, then posts confirmation to Slack with a copy to Telegram, so your team knows every new customer's onboarding started correctly.

  • Every new customer's onboarding setup is verified within minutes
  • Missed automation steps get flagged immediately
  • The team gets confirmation in both Slack and Telegram

Built for small business owners · Keap users · customer success teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens keap.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Keap - check the new customer's setup
    keap.com
    WebRun in Keap: check the new customer's setup
    WebRun opens Keap to check the new customer's setup.
    • Open Keap and find the contact just tagged as a customer
    • Confirm the welcome automation sequence is enrolled
    • Check that the pipeline stage reflects the new customer status

    Done when The new customer's onboarding checklist has been verified.

  3. 2
    Slack - post confirmation
    slack.com
    WebRun in Slack: post confirmation
    WebRun opens Slack to post confirmation.
    • Open the customer success channel in Slack
    • Post confirmation that onboarding started correctly
    • Flag anything missing, such as an unenrolled sequence

    Done when The Slack channel has confirmation for the new customer.

  4. 3
    Telegram - share a copy with the team
    telegram.org
    WebRun in Telegram: share a copy with the team
    WebRun opens Telegram to share a copy with the team.
    • Open the team group in Telegram
    • Share the same onboarding confirmation
    • Keep it short enough to scan on mobile

    Done when The team has the confirmation in Telegram as well as Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
keap.com
ScheduleRuns automatically on this cadence
Runs within minutes of each new customer tag
DeliveryHow each run's result reaches you
Onboarding confirmation · Slack
OutputWhat each run produces - A confirmed onboarding checklist for each new Keap customer, with any missed step flagged.
Checklist
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it enroll the customer in the sequence itself?

No. WebRun only checks whether your existing Keap automation already enrolled them. It doesn't create or trigger automations on its own.

Does it message the new customer?

No. The confirmation goes to your internal Slack and Telegram channels, never to the customer directly.

What happens if a step is missing?

It gets flagged in the Slack post so your team can fix it manually, WebRun doesn't retry the automation itself.

Keep going

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