Keap Max Classic + Solve CRM

Send new contacts tagged on Infusionsoft to Solve CRM

If you're regularly parsing through your Infusionsoft contacts for the ones who belong on Solve CRM as well, this Infusionsoft Solve CRM integration could save you a significant amount of time. After it's been completely set up it will trigger with each new contact you tag on Infusionsoft, creating a new contact on Solve CRM with the data, making sure that isolating those specific cases is always a click away.

When this happens...
Tag Added to Contact
Triggers when a tag gets added to a contact.
TriggerInstant
automatically do this!
Create Contact
Triggers when you add a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Action sequence
Triggered when a new action sequence is added.
Trigger
Scheduled
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New Company
Triggers when you add a new company.
Trigger
Scheduled
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New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Trigger
Scheduled
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Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Trigger
Scheduled
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New Invoice
Triggers when you add a new invoice.
Trigger
Scheduled
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New Invoice
Triggers when you add a new invoice (with line item support).
Trigger
Scheduled
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New Product
Triggers when you add a new product.
Trigger
Scheduled
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- Product
- Subscription Plan
Trigger
Scheduled
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New Tag
Triggers when you add a new tag.
Trigger
Scheduled
Try It
- EmailRequired
- Action Set/Sequence
- How to check for duplicates
- Opt-in
- First Name
- Last Name
- Tag Names
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Write
- Contacts
- From Address
- To Address
- CC Addresses
- BCC Addresses
- Content Type
- Subject
- HTML Body
- Text Body
Action
Write
- ContactRequired
- Product
- Subscription Plan
- Promo Code
- Lead AffiliateRequired
- Sale AffiliateRequired
Action
Write
- ContactRequired
- Email
- Action Set/Sequence
- How to check for duplicates
- Opt-in
- First Name
- Last Name
- Tag Names
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Write
- ContactRequired
- Description
- Invoice Total
- Total Due
- Total Paid
Action
Search
New Company
Triggers when you add a new company.
Trigger
Scheduled
Try It
- Category TagRequired
Trigger
Scheduled
Try It
New User
Triggers when you add a new user account.
Trigger
Scheduled
Try It
- Shared With...
- Company Name
- Categories
Action
Write

New Affiliate
Triggers when you add a new affiliate.
Trigger
Scheduled
Try It
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- TagsRequired
Trigger
Instant
Try It
New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Trigger
Scheduled
Try It
New Opportunity
Triggers when you add a new opportunity.
Trigger
Scheduled
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New Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Trigger
Scheduled
Try It
- ProductRequired
- Subscription PlanRequired
Trigger
Scheduled
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New Subscription Plan
Triggers when you add a new subscription plan.
Trigger
Scheduled
Try It
- CompanyRequired
- Phone 1
- Phone 1 Ext
- Email
- Fax 1
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Website
Action
Write
- EmailRequired
- Tag NamesRequired
Action
Write
- ContactRequired
- TitleRequired
- Description
- Created By
Action
Write
- Product NameRequired
- Product Price
- Description
- SKU
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- EmailRequired
- Action Set/Sequence
- How to check for duplicates
- Opt-in
- First Name
- Last Name
- Tag Names
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Search or write
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- Category TagRequired
Trigger
Scheduled
Try It
New Workgroup
Triggers when a new workgroup is created.
Trigger
Scheduled
Try It
- Shared With...
- First Name
- Last Name
- Job Title
- Business Address
- Business Email
- Business Fax
- Business Phone Direct
- Business Phone Extension
- Business Phone Main
- Cellular Phone
- Home Address
- Home Phone
- Other Email
- Personal Email
- Website
- Categories
Action
Write

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.

Help

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About Solve CRM

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

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PRODUCTS

CAPABILITIES

By team

Keap Max Classic + Solve CRM

Send new contacts tagged on Infusionsoft to Solve CRM

New Action sequence

New Company

New Contact Action

Credit Card Charge

New Invoice

New Invoice

New Product

Cancelled Subscription

Product

Subscription Plan

New Tag

Create/Update Contact

Action Set/Sequence

How to check for duplicates

Opt-in

First Name

Last Name

Tag Names

Job Title

Company

Lead Source

Person Type

Person Notes

Billing Address Street (Line 1)

Billing Address Street (Line 2)

Billing Address City

Billing Address State

Billing Address Zip Code

Billing Address Zip Extension

Billing Address Country

Billing Address Type

Shipping Address Street (Line 1)

Shipping Address Street (Line 2)

Shipping Address City

Shipping Address State

Shipping Address Zip Code

Shipping Address Zip Extension

Shipping Address Country

Shipping Address Type

Optional Address Street (Line 1)

Optional Address Street (Line 2)

Optional Address City

Optional Address State

Optional Address Zip Code

Optional Address Zip Extension

Optional Address Country

Optional Address Type

Phone 1

Phone 1 Ext

Phone 1 Type

Phone 2

Phone 2 Ext

Phone 2 Type

Phone 3

Phone 3 Ext

Phone 3 Type

Fax 1

Fax 1 Type

Fax 2

Fax 2 Type

Suffix

Title

Username

Email Address 2

Website

Facebook

Linked In

Twitter

Birthday

Anniversary

Send Email

Contacts

From Address

To Address

CC Addresses