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Keap Max Classic + Salesforce

Add new Keap Max Classic contacts to Salesforce as contacts

Need to pass along leads from marketing to sales? This Keap Max Classic Salesforce integration makes it easy to do this by adding any new Keap Max Classic contact to Salesforce as a contact.

Need to pass along leads from marketing to sales? This Keap Max Classic Salesforce integration makes it easy to do this by adding any new Keap Max Classic contact to Salesforce as a contact.

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

    Triggers when you add a new contact.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    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
    • TagsRequired

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

    New Expense

    Triggers when you add a new expense for an opportunity or leadsource.

    Trigger
    Scheduled
    Try It
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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Related categories

  • Marketing Automation

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