Keap Max Classic + Zoho Books
Copy new Keap Max Classic contacts into Zoho Books
All small businesses need to constantly keep track of their leads, as every lead is a potential customer. With this integration, a contact is automatically added to Zoho Books whenever they are added to Keap Max Classic, allowing you to prepare for all the increased interest you receive from your email marketing.
All small businesses need to constantly keep track of their leads, as every lead is a potential customer. With this integration, a contact is automatically added to Zoho Books whenever they are added to Keap Max Classic, allowing you to prepare for all the increased interest you receive from your email marketing.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Create Customer
Creates a new customer.
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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
