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4 ways to automate Keap Max Classic

By Will Harris · March 28, 2024

Keap Max Classic (formerly known as Infusionsoft) has been in the running for more than 20 years. As one of the first CRMs out there, it's a popular choice for small businesses thanks to its comprehensive approach to email marketing and sales platform functionalities.  

And while Keap Max Classic has plenty of native automation features that help streamline parts of your sales funnel, Zapier connects with thousands of apps. That means you can automate workflows—what we call Zaps—that pull in all your business-critical apps. From automatically managing your contacts to adding leads to your marketing campaigns, here are the best ways to use our Keap Max Classic integration.

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Table of contents

Keap Max Classic is a premium app—available on Zapier's paid plans. Learn more about premium apps.

Add and update contacts from anywhere

Are you manually downloading lead information to upload into Keap when someone clicks on an online ad or fills out a form? Not only is this process inefficient and unreliable—it's also error-prone.

Managing your leads manually is a big time-waster, and this problem multiplies with the more leads you have. Save time and increase efficiency by automating lead data sharing—building a faster and more scalable lead management program.

From ads

Adding leads from ads to your marketing funnel is an essential step in lead management. After all, advertising is expensive—don't waste any of those important ad dollars. With the Zap below, you can make sure new leads are added to Keap as contacts instantly so you can send them to the next step in your funnel as quickly as possible.

Create or update Keap Max Classic contacts from new Facebook Lead Ads leads

  • Keap Max Classic logo
Keap Max Classic
More details
    Don't run the risk of overlooking a potential customer just because you were too busy to add their information to all your apps. This integration will trigger with each new lead on Facebook, passing the data over to Keap Max Classic automatically. If a match is found for your lead, the contact will be updated, otherwise, a new one will be created for you with all the information they submitted.

    Create or update Keap Max Classic contacts from new TikTok Lead Generation leads

    • TikTok Lead Generation logo
    • Keap Max Classic logo
    TikTok Lead Generation + Keap Max Classic
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      TikTok Lead Generation allows you to collect customer information from your ads on TikTok. This integration will let you capture and react to leads with Keap Max Classic as soon as someone engages with your brand on TikTok.

      From a form

      When reaching out to new leads, it's important to strike while the iron is hot. That is, it's important to reach out while they're still actively engaged. And if someone just filled out your form, now is the time.

      Using the automated workflows below, you can create new contacts (or update existing ones) automatically each time someone fills out your form. This way, there's no lag between getting a customer's information and adding it to your CRM.

      Create or update Keap Max Classic contacts from new Typeform entries

      • Typeform logo
      • Keap logo
      Typeform + Keap
      More details
        Using Typeform to collect contact data? Instead of manually adding each Typeform entry as a contact in Keap Max Classic, Zapier can do it for you. Just setup this integration, and Zapier sill copy the data from your form entries and use it to make new Keap Max Classic contacts.

        Add contacts to Keap Max Classic from new Gravity Forms submissions

        • Gravity Forms logo
        • Keap logo
        Gravity Forms + Keap
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          Use Zapier to automatically add new contacts to Keap Max Classic whenever someone submits their information on Gravity Forms. Once this integration is set up, you can skip the hassle of manually transcribing customer information from Gravity Forms.

          Create/update contacts on Keap Max Classic from new Squarespace form submissions

          • Squarespace logo
          • Keap Max Classic logo
          Squarespace + Keap Max Classic
          More details
            You've captured email addresses via your website form. Now it's time to add them to your mailing list. How do you do that without entering data manually? Use this automation. Each time someone fills out a form on your Squarespace website, we'll add them as a contact on Keap Max Classic. With this integration, it'll be easier to manage and nurture your leads.

            From a purchase

            When a customer makes a purchase, you need to make sure that data is reflected in your CRM. This is how you can create better audience segments and re-market to them more effectively.

            With the Zaps below, you can create new contacts for first-time customers or update contacts for existing customers, ensuring your customer data stays up to date.

            Add new Kajabi customers to Keap Max Classic

            • Kajabi logo
            • Keap logo
            Kajabi + Keap
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              Copying contact data between apps is a pain. Let us handle it, and save your time for work that matters. After you've configured this integration, it will trigger with each new purchase made made on Kajabi, automatically copying your customer's details into Keap Max Classic so you're never missing anyone, wherever you look.

              From events and appointments

              If you're using a tool like Zoom to host lead-generating webinars or a tool like Calendly to book appointments with potential customers, you can use automation to make sure none of that lead information gets lost in the shuffle.

              Create or update Keap Max Classic contacts from new Calendly events

              • Calendly logo
              • Keap logo
              Calendly + Keap
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                Ever wished you could follow up with people after meetings end? This Zapier integration takes care of that for you! Once set up, new Keap Max Classic contacts will be automatically created from events invitees in your Calendly account.

                Add new Eventbrite attendees to Keap Max Classic as contacts

                • Eventbrite logo
                • Keap logo
                Eventbrite + Keap
                More details
                  Rather than exporting a CSV file of attendees to your CRM by hand, use Zapier to build your contact list automatically. After you set up this Eventbrite-Keap Max Classic integration, new attendees from that point forwards are added to Keap Max Classic, ensuring you can market to each one immediately.

                  Update Keap Max Classic contacts when new Google Calendar events are created

                  • Google Calendar logo
                  • Keap Max Classic logo
                  Google Calendar + Keap Max Classic
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                    Stay organized and up-to-date with this efficient workflow between Google Calendar and Keap Max Classic. When a new event is created in Google Calendar, this automation seamlessly updates the relevant contact information in Keap Max Classic for you. By eliminating manual updates, you save valuable time and effort while ensuring your contact details remain current.

                    From anywhere else

                    If you're gathering leads using a tool that doesn't have a Zapier integration, that doesn't mean you can't use Zapier to automate your lead management process. Using Webhooks by Zapier, you can still pass your lead information along to Keap by setting up a custom webhook. 

                    Or, if you have lead information going into a Google Sheet, you can connect that Sheet to Keap to add or update contacts for each new spreadsheet row.

                    Back up important contact data

                    One of the best things about using automation is that it eliminates the need to manually reformat and upload data into your CRM—it all just happens in the background.

                    That said, it can still be a good practice to back up important customer data somewhere in case an accident happens—spreadsheets are a great place to do it. With the workflows below, you can add tagged contacts to a Google Sheet or Airtable—giving yourself a reliable backup on the off chance something happens.

                    Add new rows to Google Sheets by tagging Keap Max Classic contacts

                    • Keap logo
                    • Google Sheets logo
                    Keap + Google Sheets
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                      If you want to view your Keap Max Classic contacts on a spreadsheet, use Zapier to automatically add tagged Keap Max Classic contacts to Google Sheets. Once you tag a contact, they will be automatically added to Google Sheets in new rows. That'll give you an easy way to export all of your contacts with a particular tag.

                      Create new records in Airtable for newly tagged Keap Max Classic contacts

                      • Keap Max Classic logo
                      • Airtable logo
                      Keap Max Classic + Airtable
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                        If you want to keep a backup log of your Keap Max Classic data, this Zap template is for you. When you add a tag to a contact, they'll automatically be added as a record in Airtable—giving you backup data in case you need it.

                        Get notifications for lead activity

                        The R in CRM is probably the most important letter of all. It stands for relationship, and that relationship is exactly what your CRM is here to help you build with your prospects and customers. Even if you're automating parts of it here and there.

                        With the Zaps below, you can keep your sales and marketing teams in the know on new lead activity by either sending them a Slack message or an email. This way, your team can act on activity when prospects are engaged, increasing the likelihood that you'll take that relationship to the next level.

                        Turning them into customers, that is.

                        Send emails in Microsoft Outlook when tags are added to contacts in Keap Max Classic

                        • Keap Max Classic logo
                        • Microsoft Outlook logo
                        Keap Max Classic + Microsoft Outlook
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                          Effortlessly manage your email communication with this smart workflow that connects Keap Max Classic and Microsoft Outlook. Whenever a new tag is added to a contact in Keap Max Classic, an email will be sent to the specified recipient through Microsoft Outlook. Keep your contacts informed and streamline your communication process with this seamless automation.

                          Keep your leads engaged with email

                          New leads can go cold fast, so you'll want to make sure you're reaching out as soon as they show interest. One way of doing this is by subscribing your new prospects to your email newsletters and other email campaigns. 

                          But doing this manually isn't scalable when you're dealing with dozens of leads everyday—even if you do have a big sales team. 

                          Automation can help bridge that gap. These Zaps will automatically add leads straight to your campaigns so you can start marketing to them right away. You could even send welcome or transactional emails before your sales team have a chance to reach out:

                          Send transactional emails in Sendinblue when new contacts are added to Keap Max Classic

                          • Keap Max Classic logo
                          • Brevo logo
                          Keap Max Classic + Brevo
                          More details
                            Easily stay in touch with your new contacts by sending them transactional emails in a seamless workflow. When a new contact is added in Keap Max Classic, this integration will trigger a transactional email to be sent through Sendinblue. No more manual work required - give your contacts a warm welcome and streamline your communication process with this efficient automation.

                            Power up your lead funnel with automation

                            A CRM is only as good as the data that's in it. By automating how data gets into Keap Max Classic, you can have confidence that leads are being added to Keap quickly—enabling your team to follow up and sell more effectively.

                            New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

                            This article was originally published in March 2016, with previous contributions by Carlin Sack and Will Harris. It was most recently updated in March 2024 by Elena Alston.

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                            A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'