Keap Max Classic + Omniconvert

Add new Omniconvert leads to Keap Max Classic as new Contacts

Keap Max Classic is one of the most complex and complete solutions to solve small businesses' biggest problems. Once you've managed to go through their whole onboarding process and understand how it helps you manage your emails, sales and CRM you should set up this integration, so no Omniconvert new lead is left behind. Once you set it up it will automatically add every new Omniconvert lead to your Keap Max Classic list as a new Contact, saving you time and mental energy.

When this happens...
New Survey Lead
Triggers when you have generated a new lead.
TriggerInstant
automatically do this!
Create/Update Contact
Triggers when you add a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

- Select WebsiteRequired
- Select SurveyRequired
Trigger
Instant
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New Action sequence
Triggered when a new action sequence is added.
Trigger
Scheduled
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New Company
Triggers when you add a new company.
Trigger
Scheduled
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New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Trigger
Scheduled
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Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Trigger
Scheduled
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New Invoice
Triggers when you add a new invoice.
Trigger
Scheduled
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New Invoice
Triggers when you add a new invoice (with line item support).
Trigger
Scheduled
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New Product
Triggers when you add a new product.
Trigger
Scheduled
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- Product
- Subscription Plan
Trigger
Scheduled
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New Tag
Triggers when you add a new tag.
Trigger
Scheduled
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- EmailRequired
- Action Set/Sequence
- How to check for duplicates
- Opt-in
- First Name
- Last Name
- Tag Names
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Write
- Contacts
- From Address
- To Address
- CC Addresses
- BCC Addresses
- Content Type
- Subject
- HTML Body
- Text Body
Action
Write
- ContactRequired
- Product
- Subscription Plan
- Promo Code
- Lead AffiliateRequired
- Sale AffiliateRequired
Action
Write
- ContactRequired
- Email
- Action Set/Sequence
- How to check for duplicates
- Opt-in
- First Name
- Last Name
- Tag Names
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Write
- ContactRequired
- Description
- Invoice Total
- Total Due
- Total Paid
Action
Search

- Select WebsiteRequired
- Select InteractionRequired
Trigger
Instant
Try It
New Affiliate
Triggers when you add a new affiliate.
Trigger
Scheduled
Try It
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
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- TagsRequired
Trigger
Instant
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New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Trigger
Scheduled
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New Opportunity
Triggers when you add a new opportunity.
Trigger
Scheduled
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New Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Trigger
Scheduled
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- ProductRequired
- Subscription PlanRequired
Trigger
Scheduled
Try It
New Subscription Plan
Triggers when you add a new subscription plan.
Trigger
Scheduled
Try It
- CompanyRequired
- Phone 1
- Phone 1 Ext
- Email
- Fax 1
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Website
Action
Write
- EmailRequired
- Tag NamesRequired
Action
Write
- ContactRequired
- TitleRequired
- Description
- Created By
Action
Write
- Product NameRequired
- Product Price
- Description
- SKU
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- EmailRequired
- Action Set/Sequence
- How to check for duplicates
- Opt-in
- First Name
- Last Name
- Tag Names
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Search or write

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.

Help

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About Omniconvert

Omniconvert delivers the software, services & know-how to empower retailers to become customer-centric; from acquisition to retention.

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PRODUCTS

CAPABILITIES

By team

Keap Max Classic + Omniconvert

Add new Omniconvert leads to Keap Max Classic as new Contacts

New Survey Lead

Select SurveyRequired

New Action sequence

New Company

New Contact Action

Credit Card Charge

New Invoice

New Invoice

New Product

Cancelled Subscription

Product

Subscription Plan

New Tag

Create/Update Contact

EmailRequired

Action Set/Sequence

How to check for duplicates

Opt-in

First Name

Last Name

Tag Names

Job Title

Company

Lead Source

Person Type

Person Notes

Billing Address Street (Line 1)

Billing Address Street (Line 2)

Billing Address City

Billing Address State

Billing Address Zip Code

Billing Address Zip Extension

Billing Address Country

Billing Address Type

Shipping Address Street (Line 1)

Shipping Address Street (Line 2)

Shipping Address City

Shipping Address State

Shipping Address Zip Code

Shipping Address Zip Extension

Shipping Address Country

Shipping Address Type

Optional Address Street (Line 1)

Optional Address Street (Line 2)

Optional Address City

Optional Address State

Optional Address Zip Code

Optional Address Zip Extension

Optional Address Country

Optional Address Type

Phone 1

Phone 1 Ext

Phone 1 Type

Phone 2

Phone 2 Ext

Phone 2 Type

Phone 3

Phone 3 Ext

Phone 3 Type

Fax 1

Fax 1 Type

Fax 2

Fax 2 Type

Suffix

Title

Username

Email Address 2

Website

Facebook

Linked In

Twitter

Birthday

Anniversary

Send Email

Contacts