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Keap Max Classic + Salesforce

Create notes in Keap Max Classic for new Salesforce records

Create a seamless connection between your Salesforce and Keap Max Classic apps with this workflow. Whenever a new record is added in Salesforce, a corresponding note will be created in Keap Max Classic, ensuring that important information is stored and organized across platforms. Streamline your data management and enhance communication by automating this process.

Create a seamless connection between your Salesforce and Keap Max Classic apps with this workflow. Whenever a new record is added in Salesforce, a corresponding note will be created in Keap Max Classic, ensuring that important information is stored and organized across platforms. Streamline your data management and enhance communication by automating this process.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Keap Max ClassicKeap Max Classic
    Create Note

    Creates a note on an existing contact

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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.
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Related categories

  • Marketing Automation

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