Keap Max Classic + Practice Better integrations
Create or update contacts in Keap Max Classic when new clients are added in Practice Better
Stay up-to-date with your client management in Keap Max Classic whenever you work with a new client in Practice Better. With this workflow, every time you establish a relationship with a new client in Practice Better, it will create or update the client's contact details in Keap Max Classic. The ease and efficiency offered by this automated process assists in ensuring your client data is always current in both platforms.
- When this happens...New ClientAdds a new client to your account.
- automatically do this!
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More things you can do with Practice Better and Keap Max Classic
Discover other triggers and actions you can use with Practice Better and Keap Max Classic
- New Client
Adds a new client to your account.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone
- Send invitation to join Practice Better?
- Forms to send
ActionWrite
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