Keap Max Classic + Signals

Create/update Keap Max Classic contacts from new contacts in Signals

For each new contact in Signals, a matching contact will be created or updated in Keap Max Classic.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create/Update Contact
Triggers when you add a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

Account Activity
Triggers when an account has recent activity
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Closed Conversation
Triggers when a conversation is closed.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone
- Lead Score
- Description
- Title
- Company Name
- Company Website
- Company Industry
- Company Employee Count
- Company Revenue
Action
Write
- Contact IdRequired
- First Name
- Last Name
- Email
- Phone
- Lead Score
- Description
- Title
- Honorific
- Company Name
- Company Website
- Company Industry
- Company Employee Count
- Company Revenue
Action
Write

- Email
- Contact Id
Action
Search
- Email
- Contact Id
- First Name
- Last Name
- Phone
- Lead Score
- Description
- Title
- Company Name
- Company Website
- Company Industry
- Company Employee Count
- Company Revenue
Action
Search or write

New Affiliate
Triggers when you add a new affiliate.
Trigger
Scheduled
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New Contact
Triggers when you add a new contact.
Trigger
Scheduled
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- TagsRequired
Trigger
Instant
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New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Trigger
Scheduled
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New Opportunity
Triggers when you add a new opportunity.
Trigger
Scheduled
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New Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Trigger
Scheduled
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- ProductRequired
- Subscription PlanRequired
Trigger
Scheduled
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New Subscription Plan
Triggers when you add a new subscription plan.
Trigger
Scheduled
Try It
- CompanyRequired
- Phone 1
- Phone 1 Ext
- Email
- Fax 1
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Website
Action
Write
- EmailRequired
- Tag NamesRequired
Action
Write
- ContactRequired
- TitleRequired
- Description
- Created By
Action
Write
- Product NameRequired
- Product Price
- Description
- SKU
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- EmailRequired
- Action Set/Sequence
- How to check for duplicates
- Opt-in
- First Name
- Last Name
- Tag Names
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Search or write

New Account
Triggers when a new account is created in Signals
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated in ChatFunnels.
Trigger
Instant
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- DomainRequired
- Account Type
- CRM Record Id
- CRM Record Type
- CRM Record URL
Action
Write
- DomainRequired
- Account Type
- Snoozed Timestamp
- CRM Record Id
- CRM Record Type
- CRM Record URL
Action
Write
- DomainRequired
Action
Search
- DomainRequired
- Account Type
- CRM Record Id
- CRM Record Type
- CRM Record URL
Action
Search or write
New Action sequence
Triggered when a new action sequence is added.
Trigger
Scheduled
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New Company
Triggers when you add a new company.
Trigger
Scheduled
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New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Trigger
Scheduled
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Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Trigger
Scheduled
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New Invoice
Triggers when you add a new invoice.
Trigger
Scheduled
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New Invoice
Triggers when you add a new invoice (with line item support).
Trigger
Scheduled
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New Product
Triggers when you add a new product.
Trigger
Scheduled
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- Product
- Subscription Plan
Trigger
Scheduled
Try It
New Tag
Triggers when you add a new tag.
Trigger
Scheduled
Try It
- EmailRequired
- Action Set/Sequence
- How to check for duplicates
- Opt-in
- First Name
- Last Name
- Tag Names
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Write
- Contacts
- From Address
- To Address
- CC Addresses
- BCC Addresses
- Content Type
- Subject
- HTML Body
- Text Body
Action
Write
- ContactRequired
- Product
- Subscription Plan
- Promo Code
- Lead AffiliateRequired
- Sale AffiliateRequired
Action
Write
- ContactRequired
- Email
- Action Set/Sequence
- How to check for duplicates
- Opt-in
- First Name
- Last Name
- Tag Names
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Write
- ContactRequired
- Description
- Invoice Total
- Total Due
- Total Paid
Action
Search

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

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About Signals

Signals helps you engage with your ideal customers at the right time, through the best channel, and with the right message.

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PRODUCTS

CAPABILITIES

By team

Keap Max Classic + Signals

Create/update Keap Max Classic contacts from new contacts in Signals

Account Activity

New Contact

Closed Conversation

Create Contact

First Name

Last Name

Email

Phone

Lead Score

Description

Title

Company Name

Company Website

Company Industry

Company Employee Count

Company Revenue

Update Contact

First Name

Last Name

Email

Phone

Lead Score

Description

Title

Honorific

Company Name

Company Website

Company Industry

Company Employee Count

Company Revenue

Find Contact

Email

Contact Id

Find or Create Contacts

Email

Contact Id

First Name

Last Name

Phone

Lead Score

Description

Title

Company Name

Company Website

Company Industry

Company Employee Count

Company Revenue

New Affiliate

New Contact

Tag Added to Contact

TagsRequired

New Expense

New Opportunity

New Payment

New Subscription

ProductRequired

Subscription PlanRequired

New Subscription Plan

Create Company

CompanyRequired

Phone 1

Phone 1 Ext

Email

Fax 1

Street Address 1

Street Address 2

City

State

Postal Code

Website

Tag Existing Contact

EmailRequired

Tag NamesRequired

Create Note

ContactRequired