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Greetly + Keap Max Classic

Add new Greetly check-ins as Keap Max Classic contacts

Looking to grow your CRM database? Automatically push Greetly iPad receptionist check-ins to Keap Max Classic. When someone checks in to visit an employee, for a tour, an interview or anything else you can imagine, with this integration an Keap Max Classic contact will be created. If they are already in the directory, their contact information will be updated with new information.

Looking to grow your CRM database? Automatically push Greetly iPad receptionist check-ins to Keap Max Classic. When someone checks in to visit an employee, for a tour, an interview or anything else you can imagine, with this integration an Keap Max Classic contact will be created. If they are already in the directory, their contact information will be updated with new information.

  1. When this happens...
    GreetlyGreetly
    New Check In

    Triggers when there is a new check in.

    TriggerInstant
  2. automatically do this!
    Keap Max ClassicKeap Max Classic
    Create/Update Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Greetly triggers, actions, and search

    New Check In

    Triggers when there is a new check in.

    Trigger
    Instant
    Try It
    • Host

    • EmailRequired

    • First Name

    • Last Name

    • Custom Visitor Info

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Company

    • Phone for Text Notifications

    • Phone for Voice Notifications

    • IM Handle

    • Notification by SMS

    • Notification by Voice

    • Notification by Email

    • Notification by IM

    Action
    Write
    • EmailRequired

    • First Name

    • Last Name

    • Company

    • Primary Phone

    • Secondary Phone

    • IM Handle

    Action
    Write
greetly logo
greetly logo

About Greetly

Greetly is a digital receptionist app that greets visitors to your workplace.
Help

Related categories

  • Forms & Surveys

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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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