Keap + MarketBox

Tag existing Keap contacts from new MarketBox client accounts

This integration streamlines your workflow by automatically tagging an existing contact in Keap for each new client account in MarketBox. By eliminating the need for manual data entry, this integration ensures that client information is accurately updated and readily available within your Keap account. This not only saves you time, but also enhances your ability to effectively manage client relationships, ultimately improving your overall sales and marketing processes.

This integration streamlines your workflow by automatically tagging an existing contact in Keap for each new client account in MarketBox. By eliminating the need for manual data entry, this integration ensures that client information is accurately updated and readily available within your Keap account. This not only saves you time, but also enhances your ability to effectively manage client relationships, ultimately improving your overall sales and marketing processes.

  1. When this happens...
    MarketBoxMarketBox
    New Client Account Created

    Triggers when a new client account is created, whether through the booking page signup process or manually invited by you.

    TriggerInstant
  2. automatically do this!
    KeapKeap
    Tag Contact

    Apply tags to a contact.

    ActionWrite
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Supported triggers and actions

    • Appointment Trigger Requirement

    • Appointment events this trigger will listen to:Required

    Trigger
    Instant
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keap logo

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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marketbox logo

About MarketBox

MarketBox is appointment scheduling software specifically designed for businesses offering in-home and mobile services.

Related categories

  • Scheduling & Booking