Act! 365 + Keap Max Classic Integration

Integrate Act! 365 to Keap Max Classic in one click, or tell Integrately AI how you want each contact handled. Sync new leads instantly, create records, apply tags, and trigger automated follow-ups without manual entry.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act! 365
    New contact is created in Act! 365
  • Keap Max Classic
    Contact is updated in Keap Max Classic
  • Keap Max Classic
    Invoice is paid in Keap Max Classic
  • Keap Max Classic
    Contact is created in Keap Max Classic
  • Keap Max Classic
    Invoice is created in Keap Max Classic
  • Keap Max Classic
    Opportunity is created in Keap Max Classic
  • Keap Max Classic
    Tag is created in Keap Max Classic
  • Keap Max Classic
    Company is created in Keap Max Classic
  • Keap Max Classic
    Subscription is created in Keap Max Classic
  • Keap Max Classic
    Product is created in Keap Max Classic
  • Keap Max Classic
    Affiliate is added in Keap Max Classic
  • Keap Max Classic
    Tag is applied to contact in Keap Max Classic Instant
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2.
  • Act! 365
    Create contact in Act! 365
  • Keap Max Classic
    Create payment in Keap Max Classic
  • Keap Max Classic
    Create contact in Keap Max Classic
  • Keap Max Classic
    Tag existing contact in Keap Max Classic
  • Keap Max Classic
    Create or Update Contact in Keap Max Classic
  • Keap Max Classic
    Update contact in Keap Max Classic
  • Keap Max Classic
    Remove tag from contact in Keap Max Classic
  • Keap Max Classic
    Get contact details by id in Keap Max Classic
  • Keap Max Classic
    Apply tags to contact in Keap Max Classic
  • Keap Max Classic
    Search tag in Keap Max Classic
  • Keap Max Classic
    Create note in Keap Max Classic
  • Keap Max Classic
    Create order in Keap Max Classic
  • Keap Max Classic
    Create company in Keap Max Classic
  • Keap Max Classic
    Create product in Keap Max Classic
  • Keap Max Classic
    Search contact in Keap Max Classic

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Ready Workflows Ready Workflows for Act! 365 + Keap Max Classic Integration

Capture new contacts, update CRM records, apply tags, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Act! 365 + Keap Max Classic Integration

Create Keap Max Classic contact for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - Keap Max Classic integration, anytime a new Act! 365 contact is created, an Keap Max Classic contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Keap Max Classic + Act! 365 Integration

Create Act! 365 contact for new Keap Max Classic contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Act! 365 contact and Keap Max Classic contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Keap Max Classic + Act! 365 Integration

Create Act! 365 contact from new Keap Max Classic invoice

As an online store owner, you're likely using Keap Max Classic to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Keap Max Classic with Act! 365? This integration will allow you to automatically create a contact for each new invoice in Act! 365.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your Act! 365 + Keap Max Classic flow

Extend your CRM sync with billing data, scheduled bookings, email marketing, team alerts, spreadsheet logs, and task management. Pick a combination and activate it in one click.

Act! 365
Keap Max Classic
+
StripeStripe (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
AsanaAsana (4)
A
S
K
When a new contact is created in Act! 365, create a customer in Stripe and create a contact in Keap Max Classic.
New Act! 365 contacts immediately generate a customer profile in Stripe and a contact record in Keap Max Classic, keeping billing and sales aligned.
S
A
K
When a Stripe payment is completed, update the contact in Act! 365 and apply tags in Keap Max Classic.
Successful Stripe payments update your Act! 365 contact records and apply purchasing tags in Keap Max Classic without manual tracking.
S
A
K
Use Claude to evaluate Stripe customer spending, update Act! 365 records, and create an opportunity in Keap Max Classic.
Claude analyzes Stripe customer value so Act! 365 receives updated profile data and Keap Max Classic gains a qualified sales opportunity.
S
A
K
When a Stripe subscription is cancelled, update the contact in Act! 365 and remove tags in Keap Max Classic.
Cancelled Stripe subscriptions trigger immediate status updates in Act! 365 and remove active customer tags in Keap Max Classic.

Supported triggers and actions for Act! 365 and Keap Max Classic

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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Keap Max Classic
Keap Max Classic Triggers & Actions
Contact is updated in Keap Max Classic
Triggers the automation when a contact is updated
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Invoice is paid in Keap Max Classic
Triggers the automation when an invoice is paid
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Contact is created in Keap Max Classic
Triggers the automation when a new contact is created
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Invoice is created in Keap Max Classic
Triggers the automation when any invoice is added or modified
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Opportunity is created in Keap Max Classic
Triggers the automation when any opportunity is updated
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Tag is created in Keap Max Classic
Triggers the automation when a tag is added
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Company is created in Keap Max Classic
Triggers the automation when a new company is created
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Subscription is created in Keap Max Classic
Triggers the automation when a new subscription is created
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Product is created in Keap Max Classic
Triggers the automation when a new product is created
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Affiliate is added in Keap Max Classic
Triggers the automation when a new affiliate is added
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Instant
Tag is applied to contact in Keap Max Classic
Triggers the automation when a tag is added
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Create payment in Keap Max Classic
Creates a new payment
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Create contact in Keap Max Classic
Adds a new contact to the database
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Tag existing contact in Keap Max Classic
Tags an existing contact
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Create or Update Contact in Keap Max Classic
Adds or update contact information
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Update contact in Keap Max Classic
Updates contact information with new details
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Remove tag from contact in Keap Max Classic
Untag the contact
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Get contact details by id in Keap Max Classic
Retrieves contact details based on their id
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Apply tags to contact in Keap Max Classic
Adds tag(s) a contact
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Search tag in Keap Max Classic
Searches for a tag
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Create note in Keap Max Classic
Creates a new note in the particular format
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Create order in Keap Max Classic
Creates a new order
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Create company in Keap Max Classic
Generates a new company profile with given details
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Create product in Keap Max Classic
Generates and launch new products
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Search contact in Keap Max Classic
Finds and retrieves contact information
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What can you automate with Act! 365 + Keap Max Classic?

Streamline your customer management workflows by syncing contacts, orders, notes, and tags between Act! 365 and Keap Max Classic automatically.

What you can automate?
🔄
Sync new contacts between Act! 365 and Keap Max Classic
Whenever a new contact is created in Act! 365, automatically create a corresponding contact in Keap Max Classic without manual data copying.
📋
Capture every submitted field in your CRM records
Map all available contact details and custom fields from Act! 365 straight into Keap Max Classic so your customer profiles remain complete and detailed.
🔔
Notify your team as soon as contacts arrive
Alert sales representatives instantly whenever a new contact registers in Act! 365 or a Keap Max Classic opportunity is updated.
🔀
Route records based on submitted field values
Apply specific tags and create tailored opportunities in Keap Max Classic depending on the exact criteria submitted in Act! 365.
✏️
Keep destination records updated as changes happen
Ensure every update made to a contact in Act! 365 reflects immediately on the matching profile in Keap Max Classic.
🔍
Add or update contacts instead of creating duplicates
Search existing databases before creating entries so your Keap Max Classic and Act! 365 accounts remain clean and free of duplicate records.
💳
Handle later status changes and billing updates
Manage invoice payments, subscription cancellations, and order creations seamlessly across both platforms with automated triggers.
Extend your workflow to external productivity apps
Connect your core Act! 365 and Keap Max Classic setup with Google Sheets or Stripe to log data and manage billing without manual intervention.
And much more...

Who is Act! 365 + Keap Max Classic integration for?

Sales teams, marketers, and business owners managing customer relationships across Act! 365 and Keap Max Classic benefit from automated data synchronization and instant lead updates.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Sales managers
Sales managers
Account executives
Account executives
Support specialists
Support specialists
Revenue operations leads
Revenue operations leads
📈
Performance marketers
You're running marketing campaigns across multiple channels but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the sheet instantly and your data stays current.
🤝
Sales representatives
You're managing inbound deals in Act! 365 but customer records are missing in Keap Max Classic, so your follow-up calls are delayed by hours — connecting these apps means every new contact lands in Keap Max Classic instantly and your pipeline stays updated.
📊
Sales managers
You're reporting on pipeline metrics using Act! 365 data, but manual entry errors leave your weekly conversion reports incomplete — automating both apps means every new contact syncs accurately and your dashboard stays reliable.
🎯
Account executives
You're tracking active leads in Act! 365 while customer histories live in Keap Max Classic, so you miss critical client touchpoints during calls — this integration means every contact detail matches automatically and your customer records stay complete.
💼
Support specialists
You're handling client requests in Act! 365 without visibility into billing records, so customers wait while you check details — integrating these apps means every customer interaction syncs instantly and your support workflow stays efficient.
📈
Revenue operations leads
You're auditing customer data across multiple systems, but missing contact entries create gaps in your historical records — with this integration, every record transfers smoothly and your database stays audit-ready.
Our team

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Why choose Integrately to automate Act! 365 + Keap Max Classic

Build and manage your Act! 365 + Keap Max Classic automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Keap Max Classic with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to Keap Max Classic?
Frequently Asked Questions
You can connect Act! 365 to Keap Max Classic in one click using ready-made templates on Integrately. You can also use Integrately AI to build custom workflows connecting both apps alongside tools like Google Sheets or Slack.
Can I automatically sync new contacts between Act! 365 and Keap Max Classic?
Frequently Asked Questions
Can I connect Act! 365, Keap Max Classic, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Keap Max Classic?
Frequently Asked Questions
How does Act! 365 handle contact creation events here?
Frequently Asked Questions
How are contact updates managed in Keap Max Classic?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Keap Max Classic?
Frequently Asked Questions
Is the Act! 365 and Keap Max Classic integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Keap Max Classic With 1500+ Other Apps

Act! 365
Popular Act! 365 Integrations
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Keap Max Classic
Popular Keap Max Classic Integrations
Sync Keap Max Classic with accounting, payment, and analytics solutions to keep financial data working across your stack.