Add new tagged Keap Max Classic contacts to QuickBooks Online as customers
When this happensStep 1: Tag Added to Contact
Then do thisStep 2: Create Customer
Tags are one of the most powerful segmentation tools in Keap Max Classic, segmenting your contacts into very specific lists. You can use this capability to trigger Zapier to automatically create new QuickBooks Online customers from Keap Max Classic contacts when they are tagged with a specific tag.
Note: This Zapier integration doesn't create customers from existing "tagged" Keap Max Classic contacts, only contacts who are tagged after you've set it up.
How It Works
- A specific Keap Max Classic tag is added to a contact
- Zapier adds that contact data to QuickBooks Online as a new customer
What You Need
- Keap Max Classic account and specific tag created
- QuickBooks Online account