Salesforce + Keap Max Classic + Google Sheets Integrations
How to connect Salesforce + Keap Max Classic + Google Sheets
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Do even more with Salesforce + Keap Max Classic + Google Sheets
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, Keap Max Classic, and Google Sheets. And don’t forget that you can add more apps and actions to create complex workflows.
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add File to RecordAdds an existing file to an existing Record.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Keap Max Classic
Triggered when a new action sequence is added.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new affiliate.
Scheduled
Trigger
- 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
- Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Scheduled
Trigger
- Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet.
Instant
Trigger
- Google Sheets
Triggered when you create a new spreadsheet.
Scheduled
Trigger
- Google Sheets
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Scheduled
Trigger
- Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Instant
Trigger
- Google Sheets
Triggered when you create a new worksheet in a spreadsheet.
Scheduled
Trigger
- Google Sheets
Create a new column in a specific spreadsheet.
Scheduled
Action
- Google Sheets
Create a new row in a specific spreadsheet.
Scheduled
Action
- Google Sheets
Create one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
- Google Sheets
Create a new worksheet by copying an existing worksheet.
Scheduled
Action
- Google Sheets
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
Scheduled
Action
- Google Sheets
Create a blank worksheet with a title. Optionally, provide headers.
Scheduled
Action
- Google Sheets
Deletes the content of a row in a specific spreadsheet. Deleted rows will appear as blank rows in your spreadsheet. Please use with caution.
Scheduled
Action
- Google Sheets
Format a row in a specific spreadsheet.
Scheduled
Action
- Google Sheets
Update a row in a specific spreadsheet.
Scheduled
Action
- Google Sheets
Update one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
- Google Sheets
Finds many matched rows (500 max.) by a column and value.
Scheduled
Action
- Google Sheets
Finds a worksheet by title.
Scheduled
Action
- Google Sheets
Returns many rows (500 max.) as a single JSON value and flat rows (line items).
Scheduled
Action
- Google Sheets
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
- Google Sheets
Finds or creates a specific find worksheet.
Scheduled
Action
- Google Sheets
Finds or creates a specific lookup row.
Scheduled
Action
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How Salesforce + Keap Max Classic + Google Sheets Integrations Work
- Step 1: Authenticate Salesforce, Keap Max Classic, and Google Sheets.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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