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Keap Max Classic

Keap Max Classic gets even more powerful when you pair it with your other tools. Here's how to automate Keap Max Classic with Zapier.

4 ways to automate Keap Max Classic

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.

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Triggers when a new action sequence is added.

New Action Sequence

New Affiliate

New Company

New Contact

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

New Contact Action

Triggers when a tag gets added to a contact.

Tag Added to Contact

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

Credit Card Charge

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

New Expense

New Invoice

New Opportunity

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

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

New Payment

New Product

Triggers when a contact subscribes to plan.

New Subscription

Triggers when a contact unsubscribes from plan.

Cancelled Subscription

Triggers when you add a new subscription plan.

New Subscription Plan

New Tag

Find a Contact by their Email Address or Username.

Find a Contact

Find an Invoice by specifying a Contact and Invoice details.

Find an Invoice

Find or Create Contact

Create Company

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

Create/Update Contact

Tag Existing Contact

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

Send Email

Create Note

Create Order

Create Product

Update Contact

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

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.

TikTok's Lead Generation enables businesses of all sizes to create seamless interactions to reach prospects in order to convert them into potential customers.

TikTok Lead Generation

New Lead

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

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. 

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

Keap

Triggers when a new Action Sequence is added.

For Ulimate users, triggers when a new affiliate is added.

For Ultimate users: triggers when a new appointment is added, deleted, or edited.

New Appointment Event

Triggers when a company is added, deleted, or edited.

New Company Event

Triggers when a invoice is added, deleted, or edited.

New Invoice Event

Triggers when a new note is added, deleted, or edited.

New Note Event

Triggers when an opportunity is added, deleted, edited, or when the opportunity stage moves.

New Opportunity Event

Triggers when a product is added, edited, or deleted.

New Product Event

Triggers when a subscription is added, edited, or deleted.

New Subscription Event

Triggers when a new Subscription Plan is added.

Triggers when a tag is added, edited, deleted, or applied to a contact.

New Tag Event

Triggers when a task is added, deleted, edited, complete or incomplete.

New Task (All Tasks)

Triggers when a new credit card charge is made. (Merchant Only).

New Credit Card Charge - Merchant Only

Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.

Triggers when a New Manual Payment is added. (Cash or Check).

New Manual Payment – (Cash, Check)

Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.

New Payment (All Payment Type)

Triggers when a tag is applied to a contact.

New Contact Tag

Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.

New Assigned Task

Triggers when an existing contact is updated.

Updated Contact

Triggers when an opportunity stage is moved.

Opportunity Stage Moved

Find Contact

Find Company

Find Invoice

Find or Create Company

Create Invoice

Create Task

Add a product to an already existing Invoice

Add a Product to an Invoice

Remove Tag From Contact

Tag Contact

Update Company

Creates a new contact or updates an existing contact.

Create or Update Contact

Create or update Keap Max Classic contacts from new Typeform entries

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. 

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Gravity Forms

Triggers when the specified form is submitted.

Form Submission

Create Entry

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Submit Form

Add contacts to Keap Max Classic from new Gravity Forms submissions

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.

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

Squarespace

Triggers when form submission is submitted.

New Form Submission

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

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.

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

Kajabi

Trigger when someone completes an assessment.

Assessment Completed

Triggers when a new payment is completed.

New Purchase

Triggers when a tag is added to a contact.

Tag Added

Triggers when a tag is removed from a contact.

Tag Removed

Grants a new or existing member access to an Offer and its Products.

Grant Access to an Offer

Submits a Form on behalf of a contact. This will opt in the contact for email marketing.

Create Form Submission

Revokes access to an offer from the specified member.

Revoke Access to an Offer

Add new Kajabi customers to Keap Max Classic

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.

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Calendly

Triggers when an invitee cancels a scheduled event.

Invitee Canceled

Triggers when an invitee schedules an event

Invitee Created

Triggers when an invitee is marked as a no-show.

Invitee No Show Created

Find User

Creates a new one-off meeting in Calendly.

Create One-Off Meeting

Create or update Keap Max Classic contacts from new Calendly events

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.

Eventbrite is an event management tool that makes it simple to create, manage, promote, and sell out your event.

Eventbrite

Triggers when a new event is created and marked as live within an organization.

New Event

Triggers when an attendee checks into an event.

New Attendee Check-In

Triggers when an attendee orders a ticket for an event.

New Attendee Registered

Triggers when a new order is placed for tickets to an event. This contains only the top level financial and transactional information.

New Order

Updated Attendee

Find Event

Find Attendee by Id

Find or Create Event

Create Event

Publish Event

Create Ticket Class

Add new Eventbrite attendees to Keap Max Classic as contacts

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.

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

4 ways to automate Keap Max Classic

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