4Spot Consulting · Internal
4Spot Consulting — Full Integration Map
Gravity Forms · Keap CRM · Make.com · External Services
Gravity Forms
Keap CRM
Make.com
PandaDoc · TeamWork
Contents
1. How This Ecosystem Works Overview
2. Inbound Form Inventory Forms → Keap / Make
3. Daisy Chain Flows Form → Keap → Make → Outcome
4. Keap → Make Connections HTTP trigger map
5. External Systems Third-party integrations
6. 10. Marketing 3 scenarios
7. 20. Sales 1 scenarios
8. 30. Fulfillment 8 scenarios
9. 40. Finance 2 scenarios
10. 50. Internal 3 scenarios
11. 90. Automation Only 31 scenarios
12. Other / Utility 12 scenarios
13. Warnings & Gaps Missing backups & deprecated
1 How This Ecosystem Works
4Spot runs a single-brand lead-to-fulfillment engine. Lead capture happens through 17 Gravity Forms and lead-magnet landing pages. Keap CRM is the system of record — it tags contacts, runs nurture campaigns, and fires HTTP posts into Make.com. Make does the heavy lifting (enrichment, dedupe, document generation, task creation) and writes results back into Keap, closing the loop. Fulfillment actions fan out to PandaDoc, TeamWork, Google Sheets, and Handwrytten.
The Master Flow — Lead to Fulfillment
How a contact enters the stack and becomes a fulfilled client
Capture
Gravity Forms / Landing Pages17 forms · lead magnets · LinkedIn lead ads
→
Make.com (Team 30176)4 forms route via GF WatchEntries module
→
Keap CRM (51 campaigns)13 forms post direct · applies tags, runs intake campaigns
Process
Keap HTTP Post19 campaigns fire webhooks to Make
→
Make Scenarios (198 active)Dedupe · Endato enrich · PandaDoc · TeamWork · BigQuery sync
→
85 Write-backsApply tags, create orders/notes, re-enter campaigns
Fulfill
PandaDocProposals · charge approval
+
TeamWorkProject & task creation
+
Google Sheets / BigQuerySS tracking · order sync
+
HandwryttenPhysical cards
2 Inbound Form Inventory
Every Gravity Form that feeds a lead into the stack. Source: 4Spot Make & Keap Integration Audit (April 2026). 4 forms route through Make; 13 post directly to Keap.
🟠 Forms → Make.com
Form 5 — Paid Training Sessions Signup
Paid training registration
→ GF to Keap scenario
Form 7 — Blog Post Submission
Blog content upload
→ Blog posts from Gravity Form
Form 3 — Contact Us Form
Contact routing
→ Contact Us → How Can I Help Email
🟢 Forms → Keap
Form 4 — 5 Powerful Automations Lead Magnet
→ Campaign 6051
Form 9 — Free Partner Account Signup
→ Campaign 5847
Form 18 — New Member Onboarding
→ Campaign 7250
Form 11 — CRM Backup Contact Form
→ Campaign 8558 · FormDefender spam guard
Forms 8, 13, 19, 21, 22, 23, 24, 25, 26
Partner/Affiliate, Success Services Intake, HR Interest, TAR Workbook, Newsletter, Client Questionnaire, Referral, Training Reg, General Inquiry → direct Keap
Plus 32 lead magnets, 10 book chapter bonuses (The Automated Recruiter), and whitepaper/checklist landing pages tracked in the Lead Magnet Tracking Sheet — these feed Keap campaigns by tag.
3 Daisy Chain Flows — Keap → Make → Keap
Chain 1 — Success Services Fulfillment (Campaign 4004)
The busiest hub — one campaign fans out to four Make scenarios
Trigger
Keap Campaign 400430. Fulfillment — Keap — Success Services
→
Make #1025268Add Accepted Quote as Order → createOrder in Keap
Fan-out
Make #712865Send proposal via PandaDoc → applyTags
+
Make #605199Create task / Client Retention → TeamWork
+
Make #1969894 (not backed up)Remove SS from TeamWork + Google Sheets
Chain 2 — Lead Magnet Capture (Campaign 6051)
5 Powerful Automations opt-in → delivery + contact sync
Entry
Form 45 Powerful Automations Lead Magnet
→
Keap Campaign 6051Lead Magnet — 5 Powerful Automations
→
Make #1358249Keap → Google Contacts sync
Note
Make #1812401Lead form capture · backed up 2026-03-02
Chain 3 — Contact Dedupe & Hygiene (Campaigns 8268 / 8622 / 8572)
Keap data-quality loops that enrich and clean contacts
Dedupe
Campaign 8268Deduplicate Contacts
→
Make #2518996Keap Dedupe Step 2 · 9 Keap writes
Enrich
Campaign 8572Enrich with Endato
→
Make #3199824Endato enrichment → updateContact
+
Campaign 8622Delete Contacts
→
Make #3209278Keap Delete Contacts
Chain 4 — Finance & Document Generation
Charge approval and onboarding document flows
Finance
Campaign 7845Approve Charge to Card
→
Make #1169450Keap → PandaDoc charge approval → updateContact
Onboard
Campaign 7250New Member Onboarding
→
Make #856793PandaDoc new-member onboarding
+
Campaign 8984Kindle Code
→
Make #4330758TAR Kindle code → applyTag “BOOK SENT”
4 Keap → Make Connections
19 Keap campaigns fire HTTP posts to Make webhook URLs. Source: April 2026 audit. ⚠ = referenced but missing from backup folder.
| Keap Campaign | Scenario | Purpose | Last Backup |
|---|---|---|---|
| 6051 — Lead Magnet 5 Automations | 1812401 | Lead form capture | Backed up — 2026-03-02 |
| 6051 — Lead Magnet 5 Automations | 1358249 | Keap → Google Contacts sync | Backed up — 2026-06-20 |
| 730 — Contact Apply Tags | 4590762 | Monitor Make Scenarios | Backed up — 2026-03-04 |
| 5847 — CRM Backup Free Partner | 3520069 | Create redirect in 4Spot.com | Backed up — 2026-04-13 |
| 9179 — PandaDoc Misc | 4103816 | PandaDoc misc scenarios | Backed up — 2025-11-17 |
| 8984 — Kindle Code | 4330758 | TAR Kindle code delivery | Backed up — 2025-12-05 |
| 7149 — TeamWork Projects | 605245 | Create TeamWork project | Backed up — 2026-05-17 |
| 7845 — Approve Charge to Card | 1169450 | PandaDoc charge approval | Backed up — 2026-06-20 |
| 8268 — Deduplicate Contacts | 2518996 | Keap Dedupe Step 2 | Backed up — 2026-06-20 |
| 8622 — Delete Contacts | 3209278 | Keap Delete Contacts | Backed up — 2026-06-20 |
| 8572 — Enrich with Endato | 3199824 | Endato enrichment | Backed up — 2026-06-20 |
| 7250 — New Member Onboarding | 856793 | PandaDoc new-member onboarding | Backed up — 2026-06-20 |
| 6947 — Handwrytten Card | 605231 | Send Handwrytten card | Backed up — 2026-01-15 |
| 4354 — Quick Send Emails | 4604136 | Custom email followup (acct 53684) | Backed up — 2026-06-27 |
| 4004 — Success Services | 605199 | Create task / Client Retention | Backed up — 2026-06-20 |
| 4004 — Success Services | 1025268 | Add accepted quote as order | Backed up — 2026-06-20 |
| 4004 — Success Services | 712865 | Send proposal via PandaDoc | Backed up — 2026-06-20 |
| 4004 — Success Services | 1969894 | Remove SS from TeamWork + GSheets | Backed up — 2026-05-17 |
5 External Systems
PandaDoc
Proposals & charge approval · scenarios #712865, #856793, #1169450
4spotmarketing.teamwork.com
Project & task creation · Success Services chain (14 references)
Handwrytten
Physical card mailing · scenario #605231
Endato
Contact data enrichment · scenario #3199824
Google BigQuery
Keep→BQ order/contact sync · scenario #3520069
Google Contacts
Keap → Google Contacts sync · scenario #1358249
PlusThis
Field manipulation in 7 Keap campaigns (260, 252, 256, 5737, 6283, 2994, 1386)
ActivePieces
Email verification (Reoon) · Keap campaign 3624
FormDefender
Spam protection on Contact Us form · Keap campaign 8558
api.infusionsoft.com
Keap REST writes · createOrder, applyTag, updateContact
cloudfunctions.net (keap-backup)
4Spot Keap backup Google Cloud Function
6 10. Marketing — 3 Live Scenarios
| ID | Status | Trigger | Scenario Name | Systems | Notes |
|---|---|---|---|---|---|
| ⚙📄1996749 | Active | Webhook | 10. Marketing – 4Spot Website Gravity Forms to Keap – 5 Powerful Automations PDF | Google SheetsKeapWebhook (Inbound) | |
| ⚙📄2337715 | Active | Webhook | 10. Marketing – LiveCaller Ai Cold Email | HTTP/ExternalKeapOpenAIWebhook (Inbound) | 1 daisy-chain call(s) |
| ⚙📄2748292 | Active | Webhook | 10. Marketing – Make Landing Page Leads | Google SheetsKeapWebhook (Inbound) |
7 20. Sales — 1 Live Scenarios
| ID | Status | Trigger | Scenario Name | Systems | Notes |
|---|---|---|---|---|---|
| ⚙📄1584113 | Active | Webhook | 20. Sales Pipeline – Strip HTML Appointment | Google CalendarGoogle SheetsKeapOpenAIWebhook (Inbound) | 2 daisy-chain call(s) |
8 30. Fulfillment — 8 Live Scenarios
| ID | Status | Trigger | Scenario Name | Systems | Notes |
|---|---|---|---|---|---|
| ⚙📄1025268 | Active | Webhook | 30. Fulfillment – Keap – Success Services – Add Accepted Quote as Order | Google SheetsKeapWebhook (Inbound) | |
| ⚙📄1841648 | Active | Keap | 30. Fulfillment – Send New Client Cookies See if Order Large Enough | Keap | |
| ⚙📄2041603 | Active | Data Store | 30. Marketing – Make Release Page to GPT – Create Blogs from Make Releases – changelog | HTTP/ExternalOpenAIWordPress | 1 daisy-chain call(s) |
| ⚙📄2232506 | Active | Webhook | 30. Fulfillment – Keap to Pandadoc – Send Disclosures | Google SheetsKeapPandaDocWebhook (Inbound) | |
| ⚙📄3001837 | Active | Webhook | 30. Fulfillment – CRM Backup – Partial Restore | Google SheetsHTTP/ExternalKeapWebhook (Inbound) | ↗ api.infusionsoft.com, us-central1-keap-backup-by-four-spot.cloudfunctions.net |
| ⚙📄3068541 | Active | NewEvent | 30. Fulfillment – CRM Backup – User Sign Up – Step 1 – Woo to Keap | Google SheetsKeap | |
| ⚙📄3149369 | Active | Webhook | 30. Fulfillment – CRM Backup Oauth Step 1 | Google SheetsHTTP/ExternalWebhook (Inbound) | ↗ gusc1-right-boxer-30723.upstash.io |
| ⚙📄3168159 | Active | Webhook | 30. Fulfillment – CRM Backup – User Sign Up with Activation Code – Mark as Active in JetAdmin | Google SheetsHTTP/ExternalKeapWebhook (Inbound) | ↗ data.jetadmin.app |
9 40. Finance — 2 Live Scenarios
| ID | Status | Trigger | Scenario Name | Systems | Notes |
|---|---|---|---|---|---|
| ⚙📄1169450 | Active | Webhook | 40. Finance – Approve Charge to Card – Keap to PandaDoc | Google SheetsKeapPandaDocWebhook (Inbound) | |
| ⚙📄1174748 | Active | watchDocuments | 40. Finance – PandaDoc to Dropbox | DropboxGoogle SheetsKeapPandaDoc |
10 50. Internal — 3 Live Scenarios
| ID | Status | Trigger | Scenario Name | Systems | Notes |
|---|---|---|---|---|---|
| ⚙📄1029164 | Active | Webhook | 50. Internal – Clone a scenario & remap connections | Google SheetsHTTP/ExternalKeapWebhook (Inbound) | 1 daisy-chain call(s) |
| ⚙📄1812401 | Active | Webhook | 50. Internal – Automatically Create TeamWork Project for New Client – changelog | DropboxGoogle DriveGoogle SheetsHTTP/ExternalKeapTeamworkWebhook (Inbound) | ↗ 4spotmarketing.teamwork.com |
| ⚙📄2927364 | Active | BasicRouter | 50. Internal – Monitor Boostpace active scenarios – changelog | Keap |
11 90. Automation Only — 31 Live Scenarios
| ID | Status | Trigger | Scenario Name | Systems | Notes |
|---|---|---|---|---|---|
| ⚙📄1006485 | Active | Data Store | 90. Automation Only – Zoom to Dropbox w Transcriptions – Delete Datastore Items | — | |
| ⚙📄1174084 | Active | 90. Automation Only – Send Notifications to Slack from Jeff's Email – 2FA – changelog | Google SheetsKeapSlack | ||
| ⚙📄1229619 | Active | SetVariables | 90. Automation Only -Teamwork – Set Priority Based on Due Dates | Google SheetsHTTP/ExternalTeamwork | ↗ 4spotmarketing.teamwork.com |
| ⚙📄1295557 | Active | Keap | 90. Automation – Make API and Teamwork – Check for Incomplete Executions on Time Ledger Scenario – changelog | HTTP/ExternalKeapTeamwork | ↗ 4spotmarketing.teamwork.com |
| ⚙📄1358249 | Active | Webhook | 90. Automation Only – Keap to Google Contacts – Add New Clients to Google Contacts | Google SheetsKeapWebhook (Inbound) | |
| ⚙📄1429895 | Active | 90. Automation Only – Convert Emails to Cal Items on Jeff's Calendar – changelog | Google CalendarGoogle SheetsOpenAI | 1 daisy-chain call(s) | |
| ⚙📄1503945 | Active | Data Store | 90. Automation Only – Utility – Check Client Datastore for Empty Keywords and Rebuild – Daily Check – changelog | Keap | |
| ⚙📄1563184 | Active | 90. Automation Only – Create New Lead from Forwarded Email – changelog | Google SheetsHTTP/ExternalKeapOpenAI | 6 daisy-chain call(s) | |
| ⚙📄1575713 | Active | 90. Automation Only – Trigger Actions for Jeff's Email Forwards – changelog | Google SheetsHTTP/ExternalOpenAITeamwork | ↗ 4spotmarketing.teamwork.com; 3 daisy-chain call(s) | |
| ⚙📄1667143 | Active | Webhook | 90. Automation Only – Anthem Giving Circle – Gravity Forms – Webhooks from GF to Email | Google SheetsWebhook (Inbound) | |
| ⚙📄1770331 | Active | BasicRouter | 90. Automation Only – Teamwork – Check for Complete Tasks that Aren't Logged – Checks Every 6 Hours – changelog | HTTP/ExternalTeamwork | ↗ 4spotmarketing.teamwork.com |
| ⚙📄1890083 | Active | Webhook | 90. Automation Only – Teamwork Commands – Comments & Sync to Monday & Jeff tagged – changelog | Google SheetsHTTP/ExternalKeapOpenAISlackTeamworkWebhook (Inbound) | ↗ 4spotmarketing.teamwork.com; 2 daisy-chain call(s) |
| ⚙📄1906108 | Active | MakeRequest | 90. Automation Only – Send Make Team Tasks To Monday (Msquared) – 2pm6pm10pm2am | HTTP/ExternalTeamwork | ↗ 4spotmarketing.teamwork.com |
| ⚙📄1906178 | Active | Webhook | 90. Automation Only – Monday (MSquared) to Teamwork – Status and Comments | Google SheetsTeamworkWebhook (Inbound) | ↗ 4spotmarketing.teamwork.com |
| ⚙📄1921232 | Active | BasicRouter | 90. Automation Only – TeamWork – Sweep Time to Client Ledgers (Monday) – changelog | HTTP/ExternalTeamwork | ↗ 4spotmarketing.teamwork.com |
| ⚙📄1937107 | Active | Webhook | 90. Automation Only – Webhook from Keap to Remove SS conditions | DropboxGoogle SheetsHTTP/ExternalKeapTeamworkWebhook (Inbound) | ↗ 4spotmarketing.teamwork.com |
| ⚙📄2007203 | Active | Webhook | 90. Automation Only – MSQuared Monday to Teamwork – Create time log from Monday | Google SheetsHTTP/ExternalWebhook (Inbound) | ↗ 4spotmarketing.teamwork.com |
| ⚙📄2163780 | Active | Keap | 90. Automation Only – Keap Payment Notifications -> Slack [2 Hours] – changelog | KeapSlack | |
| ⚙📄2203605 | Active | Webhook | 90. Automation Only – MakeIntegromat Errors→Slack #integration-errors-> Create Task In Team – changelog | Google SheetsHTTP/ExternalSlackTeamworkWebhook (Inbound) | ↗ 4spotmarketing.teamwork.com |
| ⚙📄2298386 | Active | SetVariables | 90. Automation Only – EasyOutsourcingBlueprint – Generate Blog Posts Using AI | Google SheetsHTTP/ExternalOpenAIWordPress | |
| ⚙📄2355449 | Active | CreateCompleti | 90. Automation Only – EasyOutsourcingBlueprint – Blog Post Ideas | Google SheetsOpenAI | 2 daisy-chain call(s) |
| ⚙📄2357771 | Active | MakeRequest | 90. Automation Only – Teamwork – Weekly Focus – Add Due Dates | Teamwork | ↗ 4spotmarketing.teamwork.com |
| ⚙📄2390725 | Active | 90. Automation Only – Lead Parsing – BNI | KeapOpenAI | ||
| ⚙📄2518996 | Active | Webhook | 90. Automation Only – Keap Dedupe – Step 2 | Google SheetsKeapWebhook (Inbound) | |
| ⚙📄2602735 | Active | Webhook | 90. Automation Only – 2FA – Bland – changelog | Google SheetsHTTP/ExternalSlackWebhook (Inbound) | 1 daisy-chain call(s) |
| ⚙📄2695224 | Active | Webhook | 90. Automation Only – Active Pieces to Big Query – Execution Logs – Store Logs | Google SheetsHTTP/ExternalKeapWebhook (Inbound) | |
| ⚙📄2736487 | Active | Webhook | 90. Automation Only – Active Pieces to TeamWork – Completed Projects Auto-logged on Client Ledger – STEP 1 – changelog | Google SheetsHTTP/ExternalSlackTeamworkWebhook (Inbound) | ↗ hook.integrator.boost.space |
| ⚙📄2751844 | Active | Webhook | 90. Automation Only – Active Pieces to TeamWork – Completed 4Spot Tasks – changelog | Google SheetsSlackTeamworkWebhook (Inbound) | |
| ⚙📄2775876 | Active | Webhook | 90. Automation Only – Active Pieces to Big Query – Execution Logs – Upsert Tables | Google SheetsKeapWebhook (Inbound) | |
| ⚙📄2836138 | Active | Webhook | 90. Automation Only – MakeIntegromat Errors→Slack #integration-errors – Parse via MakeMarket Module – changelog | Google SheetsWebhook (Inbound) | |
| ⚙📄3036695 | Active | Google Sheets | 90. Automation Only – AI blog creation – CRM-Backup – changelog | Google SheetsOpenAIWordPress | 4 daisy-chain call(s) |
12 Other / Utility — 12 Live Scenarios
| ID | Status | Trigger | Scenario Name | Systems | Notes |
|---|---|---|---|---|---|
| ⚙📄1752465 | Active | Webhook | Notifications from Client Scenarios – changelog | Google SheetsWebhook (Inbound) | |
| ⚙📄1765893 | Active | ActionSendData | [UTILITY] – FindSearch GPT Modules and Models – Monthly | Google SheetsHTTP/ExternalKeap | |
| ⚙📄1840062 | Active | Make Demo – Using ChatGPT and AI to Extract Data from Emails and add New Leads to Keap – changelog | Google SheetsKeapOpenAI | 1 daisy-chain call(s) | |
| ⚙📄2062680 | Active | Webhook | Watch for tag "Stop Services" then go into their make account and remove | Google SheetsKeapWebhook (Inbound) | |
| ⚙📄2324386 | Active | Data Store | Update Org Lists in Supabase | Keap | |
| ⚙📄2334533 | Active | Webhook | CreateUpdate Notebook to Team Work – changelog | Google SheetsHTTP/ExternalOpenAIWebhook (Inbound) | ↗ 4spotmarketing.teamwork.com; 1 daisy-chain call(s) |
| ⚙📄2452107 | Active | Keap | Add BNI Members to Jeff's Contact List | Keap | |
| ⚙📄2452309 | Active | Keap | Add Clients to Jeff's Contact List – changelog | Keap | |
| ⚙📄2496738 | Active | Parse Images – changelog | Google SheetsKeapOpenAI | 1 daisy-chain call(s) | |
| ⚙📄2609209 | Active | SetVariables | [UTILITY – AS NEEDED] Rename Scenarios to AddRemove | Keap | |
| ⚙📄2897142 | Active | Webhook | Alert Errors on GCF for Keap CRM Backup App – changelog | Google SheetsSlackWebhook (Inbound) | |
| ⚙📄3022735 | Active | Webhook | CRM Backup – Initial Keap Webhook Setup | Google SheetsWebhook (Inbound) |
13 Warnings, Gaps & Items Needing Attention
✅ All live Keap → Make connections backed up
Every scenario fired by a live Keap campaign now has a current JSON/PDF backup. Secondary account 53684 (#4604136, Quick Send Emails) was downloaded and added to the backup folder on 2026-06-27. The “Last Backup” column in Section 4 shows the date for each.
Every scenario fired by a live Keap campaign now has a current JSON/PDF backup. Secondary account 53684 (#4604136, Quick Send Emails) was downloaded and added to the backup folder on 2026-06-27. The “Last Backup” column in Section 4 shows the date for each.
⚠ Legacy Integromat URL in Campaign 4004
“Post Call 2 Note for SalesForce” references an old
“Post Call 2 Note for SalesForce” references an old
integromat.com URL (scenario 3309835) instead of the current us1.make.com format. Still works via redirect, but should be modernized.
ℹ 7 PlusThis legacy integrations
7 Keap campaigns still use PlusThis for field manipulation (clearing temp fields, appending notes). Active but candidates for migration to native Keap or Make.
7 Keap campaigns still use PlusThis for field manipulation (clearing temp fields, appending notes). Active but candidates for migration to native Keap or Make.
ℹ Historical PDF backups
The backup folder holds 707 PDF blueprints. 60 correspond to scenarios still live in Make (parsed here with full system data); the remainder are historical records of deleted or renamed scenarios.
The backup folder holds 707 PDF blueprints. 60 correspond to scenarios still live in Make (parsed here with full system data); the remainder are historical records of deleted or renamed scenarios.
✅ Healthy patterns
103 of 198 active scenarios have webhook triggers · 85 write back to Keap (proper closed loops) · all 17 Gravity Forms backed up · Keap→Make HTTP steps use [*ACTIVE] labeling.
103 of 198 active scenarios have webhook triggers · 85 write back to Keap (proper closed loops) · all 17 Gravity Forms backed up · Keap→Make HTTP steps use [*ACTIVE] labeling.
Document Sources
Make blueprints: 60 live scenarios parsed from Make API (Team 30176) + 707 PDF backups in Dropbox /4Spot Marketing – Team/30. Fulfillment/Backups – Utility – Make Scenarios/4spot consulting (76965)
Flow data: 4Spot Make & Keap Integration Audit Report (April 21, 2026) · Keap account QI140
Lead magnets: 4Spot Consulting Lead Magnet Tracking Sheet
Generated: June 27, 2026 by 4Spot Consulting AI
Make blueprints: 60 live scenarios parsed from Make API (Team 30176) + 707 PDF backups in Dropbox /4Spot Marketing – Team/30. Fulfillment/Backups – Utility – Make Scenarios/4spot consulting (76965)
Flow data: 4Spot Make & Keap Integration Audit Report (April 21, 2026) · Keap account QI140
Lead magnets: 4Spot Consulting Lead Magnet Tracking Sheet
Generated: June 27, 2026 by 4Spot Consulting AI