Popular Use Cases
Start a workflow in your other tools whenever something new happens in Keep In Touch.
Update records in Keep In Touch automatically when data changes in the apps your team already uses.
Log Keep In Touch activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Keep In Touch
Ready-made flows built with Keep In Touch — preview one, then make it yours.
Integrate Keep In Touch with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of Keep In Touch integrations
See how Keep In Touch integrates with popular apps to automate tasks and streamline your workflow.
Create Keep In Touch contacts from Gmail enquiries and assign follow-up tasks to sales staff.
Send Keep In Touch lead updates to Slack when a builder enquiry moves stage.
Add Keep In Touch contacts to Google Sheets when new homeowner enquiries arrive.
Sync Keep In Touch opportunities to HubSpot after an enquiry becomes qualified.
Update your CRM when Keep In Touch marks a contact ready for sales follow-up.
Log Keep In Touch enquiry data in a spreadsheet for weekly pipeline reporting.
How to get started with Keep In Touch automations
Automate when something happens in Keep In Touch
Login -> Create new flow -> Select trigger -> Search Keep In Touch -> Choose the trigger from the list
Take action in Keep In Touch when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Keep In Touch -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
Common automations include capturing enquiries, qualifying leads, sending follow-up messages (email/SMS), creating tasks for site visits or quotes, routing work to team members, and generating pipeline reports.
Most standard automations can be set up in under an hour. Keep In Touch is designed to be learned quickly, and viaSocket provides simple templates and step-by-step configuration for non-technical users.
Yes. viaSocket connects Keep In Touch with email providers, SMS services, calendars and task systems so you can automate confirmations, reminders, appointment bookings and team assignments without manual work.
Yes. viaSocket can optionally add AI to workflows—examples include summarizing enquiry details, drafting personalized follow-ups, or prioritizing leads based on intent—while keeping final approval and data control with you.
viaSocket follows standard security practices when connecting apps. Automations only share the fields you choose, and you keep control over access and permissions. For sensitive requirements, confirm specifics with your admin or viaSocket support.
About Keep In Touch
Keep In Touch is a cloud based CRM system for Builders looking to improve their sales process and follow up enquiries automatically using software that can be learnt in under 60 minutes… guaranteed.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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