Assign contacts in Keap Max Classic when documents are signed in SignNow
When this happensStep 1: Tag Existing Contact
Know exactly who you need signatures from and pull up their templates easily with this SignNow to Keap Max Classic automation. Set it up, and each time a template-based document is updated in SignNow, Zapier will automatically assign the contact to a group in Keap Max Classic. Impress your clients with your organization skills when you use this integration.
How It Works
- A template-based document is updated in SignNow
- Zapier assigns a contact to a group in Keap Max Classic
What You Need
- SignNow account
- Keap Max Classic account