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Keap Max Classic logoKeap Max Classic logo

Get The Referral + Keap Max Classic

Get The Referral + Keap Max Classic

Get The Referral + Keap Max Classic integrations

Update lead status in Get The Referral when new tags are added to contacts in Keap Max Classic

Keep your sales pipeline updated and maintain efficient lead tracking with a powerful, straightforward workflow. Whenever a new tag is added to a contact in Keap Max Classic, this update instantly reflects as a change in the lead status in your Get The Referral app. This smooth coordination helps you respond swiftly to new opportunities and makes managing your customer relationship efforts easier, enhancing your overall productivity.

  1. When this happens...
    logo
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    TriggerPolling
  2. automatically do this!
    Lead Status Update
    Lead Status Update
    Lead Status UpdateUpdates a lead to a different status
    ActionWrite
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More things you can do with Get The Referral and Keap Max Classic

Discover other triggers and actions you can use with Get The Referral and Keap Max Classic

  • Get The Referral triggers, actions, and search
    Lead Opt-In / Opt-Out

    Triggers when a lead opts-in to being contacted

    Trigger
    Instant
    Try It
  • Get The Referral triggers, actions, and search
    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
    • Advocate Id
    • Advocate Email
    • Appointment Date and Time (Y-m-d H:i:s)
      Required
    Action
    Write
    • Advocate ID or Email Address
      Required
    Action
    Write
  • Get The Referral triggers, actions, and search
    New Advocate

    Triggers when a new advocate is created.

    Trigger
    Instant
    Try It
    • Sales Rep Id
      Required
    • Email
      Required
    • First Name
      Required
    • Last Name
      Required
    • PW
    • Country Code
    • Phone
    • Address Line 1
    • Address Line 2
    • City
    • State
    • Postal Code
    • Parent Advocate Id
    • Referral Code
    • XTRM User Id
    Action
    Write
    • Advocate Id
      Required
    • Product Id
      Required
    • Email
      Required
    • First Name
    • Last Name
    • Phone
    • Address Line 1
    • Address Line 2
    • State
    • City
    • Postal Code
    • Best Time to Contact
    • External Id
    • Is Lead From CRM?
    • Note
    Action
    Write
    • Lead ID or Email Address
      Required
    Action
    Write
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About Get The Referral
Get The Referral manages, connects and automates leads to your CRM.
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Related categories
CRM (Customer Relationship Management)
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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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Marketing Automation
Premium
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