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B1G1 + Keap Max Classic

Add Giving Stories to Cart in B1G1 for new InfusionSoft contacts

Great Giving Stories are often linked to key touchpoints of your customer journey. Now with this integration, a Giving Story is automatically added to your cart for every new contact added in your InfusionSoft account. It’s a great way to celebrate your expanding outreach and to motivate your team!

Great Giving Stories are often linked to key touchpoints of your customer journey. Now with this integration, a Giving Story is automatically added to your cart for every new contact added in your InfusionSoft account. It’s a great way to celebrate your expanding outreach and to motivate your team!

  1. When this happens...
    Keap Max ClassicKeap Max Classic
    New Contact

    Triggers when you add a new contact.

    TriggerScheduled
  2. automatically do this!
    B1G1B1G1
    Add Recurring Impact to Cart

    Adds Recurring Impacts to your Cart.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Keap Max Classic triggers, actions, and search

    New Action sequence

    Triggered when a new action sequence is added.

    Trigger
    Scheduled
    Try It
  • Keap Max Classic triggers, actions, and search

    New Contact Action

    Triggers when you add a new action for a contact (task, note, or appointment).

    Trigger
    Scheduled
    Try It
  • Keap Max Classic triggers, actions, and search

    Credit Card Charge

    Triggers when a credit card charge is processed from Infusionsoft through a merchant account.

    Trigger
    Scheduled
    Try It
b1g1 logo
b1g1 logo

About B1G1

Embed giving into the heart of your business model and activities through B1G1’s giving platform
Learn moreHelp

Related categories

  • Fundraising
keap-max-classic logo
keap-max-classic logo

About Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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