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Keap Max Classic + Trello

Create a Trello card when an Keap Max Classic contact is tagged

Don't overwhelm yourself with the things you need to do from your sales meetings and marketing campaigns. With the Keap Max Classic to Trello automation, every time you create new tag a contact in Keap Max Classic, Zapier will create new cards in Trello. This integration helps you remember what's going on in your customer management, and will make sure you followup on your most important contacts. All you'll have to do is add a tag to a contact and Zapier will turn it into a Trello card automatically.

Don't overwhelm yourself with the things you need to do from your sales meetings and marketing campaigns. With the Keap Max Classic to Trello automation, every time you create new tag a contact in Keap Max Classic, Zapier will create new cards in Trello. This integration helps you remember what's going on in your customer management, and will make sure you followup on your most important contacts. All you'll have to do is add a tag to a contact and Zapier will turn it into a Trello card automatically.

  1. When this happens...
    Keap Max ClassicKeap Max Classic
    Tag Added to Contact

    Triggers when a tag gets added to a contact.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
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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.
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Related categories

  • Marketing Automation

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