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Keap Max Classic + Pipedrive

Tag Infusionsoft contacts when new deals are added to a stage on Pipedrive

Want to make sure you can spot the important names at a glance on both Pipedrive and Infusionsoft? Set up this automation to mark them all when their related matures hit the point you care about. It will trigger whenever a new deal is detected at a particular stage of a pipeline on Pipedrive, automatically tagging the matching contact on Infusionsoft so you can spot them immediately.

Want to make sure you can spot the important names at a glance on both Pipedrive and Infusionsoft? Set up this automation to mark them all when their related matures hit the point you care about. It will trigger whenever a new deal is detected at a particular stage of a pipeline on Pipedrive, automatically tagging the matching contact on Infusionsoft so you can spot them immediately.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal matches a Pipedrive filter.

    TriggerScheduled
  2. automatically do this!
    Keap Max ClassicKeap Max Classic
    Tag Existing Contact

    Applies a tag to an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
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.

Related categories

  • Marketing Automation

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pipedrive logo
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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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