• ProAgentSolutions logoProAgentSolutions logo
  • Keap Max Classic logoKeap Max Classic logo

ProAgentSolutions + Keap Max Classic Integrations

How to connect ProAgentSolutions + Keap Max Classic

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  • ProAgentSolutions triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Scheduled
  • ProAgentSolutions triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • ProAgentSolutions triggers, actions, and search
    Create Activity
    Creates a new activity.
    Action
    Write
  • ProAgentSolutions triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • ProAgentSolutions triggers, actions, and search
    Find Contact
    Finds a contact using an email address.
    Action
    Search
  • ProAgentSolutions triggers, actions, and search
    Find or Create Contact
    Finds a contact using an email address.
    Action
    Search or write
  • Keap Max Classic triggers, actions, and search
    New Action sequence
    Triggered when a new action sequence is added.
    Trigger
    Scheduled
  • Keap Max Classic triggers, actions, and search
    New Affiliate
    Triggers when you add a new affiliate.
    Trigger
    Scheduled
  • Keap Max Classic

    Triggers when you add a new company.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new contact.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new action for a contact (task, note, or appointment).

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when a tag gets added to a contact.

    Instant

    Trigger

  • Keap Max Classic

    Triggers when a credit card charge is processed from Infusionsoft through a merchant account.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new expense for an opportunity or leadsource.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new invoice.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new opportunity.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new invoice (with line item support).

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new product.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when a contact subscribes to plan.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when a contact unsubscribes from plan.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new subscription plan.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new tag.

    Scheduled

    Trigger

  • Keap Max Classic

    Create a new company.

    Scheduled

    Action

  • Keap Max Classic

    Creates a new contact. Can be used to update existing contacts too.

    Scheduled

    Action

  • Keap Max Classic

    Applies a tag to an existing contact.

    Scheduled

    Action

  • Keap Max Classic

    Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

    Scheduled

    Action

  • Keap Max Classic

    Creates a note on an existing contact

    Scheduled

    Action

  • Keap Max Classic

    Creates a new order.

    Scheduled

    Action

  • Keap Max Classic

    Create a new Product.

    Scheduled

    Action

  • Keap Max Classic

    Updates an existing contact.

    Scheduled

    Action

  • Keap Max Classic

    Find a Contact by their Email Address or Username.

    Scheduled

    Action

  • Keap Max Classic

    Find an Invoice by specifying a Contact and Invoice details.

    Scheduled

    Action

  • Keap Max Classic

    Finds or creates a specific contact.

    Scheduled

    Action

How ProAgentSolutions + Keap Max Classic Integrations Work

  1. Step 1: Authenticate ProAgentSolutions and Keap Max Classic.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
pro-agent-solutions logo
pro-agent-solutions logo

About ProAgentSolutions

Pro Agent Solutions helps real estate agents and brokers manage their customer relationships, stay organized and generate leads so they can sell more homes.
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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