Keap Max Classic + Zoho CRM
Add new Keap Max Classic contacts to Zoho CRM as module entries
Effortlessly keep your contact data up-to-date between Keap Max Classic and Zoho CRM with this automation. Once set up, every time a new contact is added in Keap Max Classic, a module entry will be created in Zoho CRM. This workflow helps you save time, reduce manual data entry, and maintain accurate information across both platforms.
Effortlessly keep your contact data up-to-date between Keap Max Classic and Zoho CRM with this automation. Once set up, every time a new contact is added in Keap Max Classic, a module entry will be created in Zoho CRM. This workflow helps you save time, reduce manual data entry, and maintain accurate information across both platforms.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Action sequence
Triggered when a new action sequence is added.
Try ItNew Company
Triggers when you add a new company.
Try ItNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try It
