Microsoft Excel + Keap Max Classic
Add tagged Keap Max Classic contacts to Excel
Not all contacts on Keap Max Classic are alike. Set up this integration with Excel and we can help you sort through them as needed. Whenever you add a particular tag to a contact, we'll automatically send their information to a specific Excel sheet, saving you the trouble of painstakingly copying out every detail for those special customers.
Not all contacts on Keap Max Classic are alike. Set up this integration with Excel and we can help you sort through them as needed. Whenever you add a particular tag to a contact, we'll automatically send their information to a specific Excel sheet, saving you the trouble of painstakingly copying out every detail for those special customers.
- When this happens...Tag Added to Contact
Triggers when a tag gets added to a contact.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Action sequence
Triggered when a new action sequence is added.
Try ItNew Company
Triggers when you add a new company.
Try ItNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try It
