Keap Max Classic + ClickFunnels + Zoho CRM Integrations

How to connect Keap Max Classic + ClickFunnels + Zoho CRM

Zapier lets you send info between Keap Max Classic, ClickFunnels, and Zoho CRM automatically—no code required.

When this happens...

automatically do this...

then do this!

Top companies trust Zapier to automate work and free up time

Do even more with Keap Max Classic + ClickFunnels + Zoho CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Keap Max Classic, ClickFunnels, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Action sequence
Triggered when a new action sequence is added.
Trigger
Scheduled
New Affiliate
Triggers when you add a new affiliate.
Trigger
Scheduled
New Company
Triggers when you add a new company.
Trigger
Scheduled
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Trigger
Scheduled

Tag Added to Contact
Triggers when a tag gets added to a contact.
Trigger
Instant
Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Trigger
Scheduled

New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Trigger
Scheduled

Keap Max Classic
Triggers when you add a new invoice.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new opportunity.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new invoice (with line item support).
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new product.
Scheduled
Trigger
Keap Max Classic
Triggers when a contact subscribes to plan.
Scheduled
Trigger
Keap Max Classic
Triggers when a contact unsubscribes from plan.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new subscription plan.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new tag.
Scheduled
Trigger
Keap Max Classic
Create a new company.
Scheduled
Action
Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
Scheduled
Action
Keap Max Classic
Applies a tag to an existing contact.
Scheduled
Action
Keap Max Classic
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Scheduled
Action
Keap Max Classic
Creates a note on an existing contact
Scheduled
Action
Keap Max Classic
Creates a new order.
Scheduled
Action
Keap Max Classic
Create a new Product.
Scheduled
Action
Keap Max Classic
Updates an existing contact.
Scheduled
Action
Keap Max Classic
Find a Contact by their Email Address or Username.
Scheduled
Action
Keap Max Classic
Find an Invoice by specifying a Contact and Invoice details.
Scheduled
Action
Keap Max Classic
Finds or creates a specific contact.
Scheduled
Action
ClickFunnels
Triggers when Contact activity record is created.
Instant
Trigger
ClickFunnels
Triggers when a failed Purchase is made in a Funnel.
Instant
Trigger
ClickFunnels
Triggers when a successful Purchase is made in a Funnel.
Instant
Trigger
ClickFunnels
Add a Contact Profile Email to a List.
Scheduled
Action
ClickFunnels
Add a Tag to a Contact Profile by Email.
Scheduled
Action
ClickFunnels
Creates a new opt-in for an email.
Scheduled
Action
ClickFunnels
Create or update a Contact Profile for an email.
Scheduled
Action
ClickFunnels
Remove a Contact Profile Email from List.
Scheduled
Action
ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
ClickFunnels
Find or Create Contact Profile
Scheduled
Action
Zoho CRM
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers instantaneously when any entry is created in the specified module.
Instant
Trigger
Zoho CRM
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers instantaneously when any entry is created or updated in the specified module.
Instant
Trigger
Zoho CRM
Triggers when a new active user is added to your Zoho CRM account.
Scheduled
Trigger
Zoho CRM
Triggers instantaneously when a module entry is updated
Instant
Trigger
Zoho CRM
Add attachment to the selected Module entry
Scheduled
Action
Zoho CRM
Add new tag to existing module entries
Scheduled
Action
Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
Zoho CRM
Creates a new entry in a module
Scheduled
Action
Zoho CRM
Update existing entry in the selected module
Scheduled
Action
Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
Zoho CRM
Create or update module entries
Scheduled
Action
Zoho CRM
Finds an entry in a module
Scheduled
Action
Zoho CRM
Create contact if contact does not exist
Scheduled
Action
Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
Zoho CRM
Create module entry if entry does not exist
Scheduled
Action

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

How Keap Max Classic + ClickFunnels + Zoho CRM Integrations Work

Step 1: Authenticate Keap Max Classic, ClickFunnels, and Zoho CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Keap Max Classic + ClickFunnels + Zoho CRM

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.