Keap Max Classic + Salesforce
Create Salesforce records for new Keap Max Classic invoices
Stay on top of your billing process by integrating Keap Max Classic and Salesforce with this efficient workflow. When a new invoice is generated within Keap Max Classic, it will automatically create a corresponding record in Salesforce, keeping your customer information and financial data up-to-date. This automation helps eliminate manual data entry, allowing you to focus on fostering customer relationships and driving growth.
Stay on top of your billing process by integrating Keap Max Classic and Salesforce with this efficient workflow. When a new invoice is generated within Keap Max Classic, it will automatically create a corresponding record in Salesforce, keeping your customer information and financial data up-to-date. This automation helps eliminate manual data entry, allowing you to focus on fostering customer relationships and driving growth.
- When this happens...New Invoice
Triggers when you add a new invoice.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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New Action sequence
Triggered when a new action sequence is added.
Try ItNew Company
Triggers when you add a new company.
Try ItNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try It
