Loading

Keap Max Classic + Salesforce

Update Salesforce records when new Keap Max Classic invoices are created

Keep your sales operations running smoothly with this seamless automation that updates Salesforce records when new invoices are generated in Keap Max Classic. Whenever a new invoice is created in Keap Max Classic, this workflow will update the corresponding record in Salesforce, ensuring your sales data remains accurate and up-to-date, saving you time and manual effort.

Keep your sales operations running smoothly with this seamless automation that updates Salesforce records when new invoices are generated in Keap Max Classic. Whenever a new invoice is created in Keap Max Classic, this workflow will update the corresponding record in Salesforce, ensuring your sales data remains accurate and up-to-date, saving you time and manual effort.

  1. When this happens...
    Keap Max ClassicKeap Max Classic
    New Invoice

    Triggers when you add a new invoice (with line item support).

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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

    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
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.
Help

Related categories

  • Marketing Automation

Similar apps

HubSpot integrationsHubSpot integrations

HubSpot

Marketing Automation
Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Intercom integrationsIntercom integrations

Intercom

Customer Support
salesforce logo

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier