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Keap Max Classic + Salesforce Integrations

How to connect Keap Max Classic + Salesforce

Zapier lets you send info between Keap Max Classic and Salesforce automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Keap Max Classic logo
Salesforce logo

Do Even More with Keap Max Classic + Salesforce

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Keap Max Classic + Salesforce workflows do more for them.

  • Zapier users love adding Phone Validator to their workflows

    Add phone line types validated by Phone Validator to Salesforce leads when new Keap Max Classic contacts are added

    Premium
    Add phone line types validated by Phone Validator to Salesforce leads when new Keap Max Classic contacts are added
    • Keap Max Classic logo
    • Phone Validator logo
    • Salesforce logo
    Keap Max Classic + Phone Validator + Salesforce

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

      Select (or enter IDs of) one or more tags.

    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

How Keap Max Classic + Salesforce Integrations Work

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

Keap Max Classic Tutorials

Salesforce Tutorials

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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