Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Close

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

Keap Max Classic

Chen Yen

Anytime a new note is created in Close, find or create contact in Keap Max Classic and create note in Keap Max Classic.

Add a Keap Note to contact record from Note added to Close.io

“Anytime a new note is created in Close, find or create contact in Keap Max Classic and create note in Keap Max Classic.”

Trusted at companies large and small

This Zap works in 3 steps …

Anytime a new note is created in Close

Find or create contact in Keap Max Classic

Create note in Keap Max Classic

This Zap uses the following 2 apps

Close

Keap Max Classic

Close + Keap Max Classic