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Easy Automation is designed for quick, straightforward workflows. It follows a simple “When → Then” logic—when something happens, then something else happens. It’s perfect for single-step automations like sending a confirmation email when a form is submitted or applying a tag when a purchase is made. Easy Automations have one starting point and one outcome, keeping things simple and fast to set up.

Advanced Automation, on the other hand, offers a lot more flexibility. You can have multiple starting points, build branching paths, add delays, use conditional logic like decision diamonds, and connect complex sequences across different customer journeys. It’s ideal for building robust workflows that involve multiple touchpoints, follow-ups, and stages.

Use Easy Automation for simple tasks. Use Advanced Automation when you need precision, customization, or more than one trigger.

Great question! If you're looking for more than just how-to tutorials and want help building a strategy tailored to your business, we’ve got you covered. In addition to Keap Academy’s free training resources, we also offer paid services where you can work 1:1 with a Keap expert.

Our services team can help you map out your automation strategy, build systems that support your goals, and implement everything inside your Keap app—so you’re not just learning how, but building what matters most.

Click here for a 20 minute free consultation.