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Keap Max Classic + SweetAssist

Keap Max Classic + SweetAssist

Keap Max Classic + SweetAssist integrations

Create new SweetAssist contacts when tags are added to new contacts in Keap Max Classic

When a new tag is added to a contact in Keap Max Classic, use this workflow to instantly create that contact in SweetAssist. This ensures your contacts are consistent across both platforms. You save time and reduce errors by not having to manually enter the same information in two places. Boost your productivity and stay organized with this efficient and effective automation.

  1. When this happens...
    logo
    logo
    TriggerPolling
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact.
    ActionWrite
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More things you can do with SweetAssist and Keap Max Classic

Discover other triggers and actions you can use with SweetAssist and Keap Max Classic

    • Contact Type
      Required
    • Updated At
    Trigger
    Instant
    Try It
    • Email
    • First Name
    • Last Name
    • Middle Name
    • Email 2
    • Mobile Phone
    • Work Phone
    • Home Phone
    • Address
    • Business Name
    • Website
    • Business Address
    • Notes
    Trigger
    Instant
    Try It
    • Email
      Required
    • Zap Name
    • First Name
    • Last Name
    • Middle Name
    • Email 2
    • Mobile Phone
    • Work Phone
    • Home Phone
    • Address
    • Company
    • Website
    • Business Address
    • Notes
    Action
    Write
    • Email
    • First Name
    • Last Name
    • Middle Name
    • Email 2
    • Mobile Phone
    • Work Phone
    • Home Phone
    • Address
    • Business Name
    • Website
    • Business Address
    • Notes
    Trigger
    Instant
    Try It
    • FIrst Name
      Required
    • Last Name
      Required
    • Email
      Required
    • Gender
    • Telephone
    • Nick Name
    • Work Email
    • Personal Email
    • Fax
    • Website URL
    • DBA name
    • Start Date
    • Previous Brokerage
    • Social Security Number
    • Corporation name
    • EIN
    • Date of Birth
    • Drivers License Number
    • Have you moved your Real Estate License (YES/NO)
    • Real estate license Number
    • Expiration Date
    • Issue Date
    • Real Estate Association
    • MLS Id
    • Notes
    • MLS Office ID
    • Mailing Address
    • Mailing Address 2
    • Zip Code
    Action
    Write
    • Email
      Required
    • Zap Name
    • First Name
    • Last Name
    • Middle Name
    • Email 2
    • Mobile Phone
    • Work Phone
    • Home Phone
    • Address
    • Company
    • Website
    • Business Address
    • Notes
    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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About SweetAssist
SweetAssist is a complete real estate training centre relationship marketing software and mastermind community.
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