Bind ERP + Keap Max Classic Integration

Connect Bind ERP to Keap Max Classic in 1 click

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Popular Bind ERP + Keap Max Classic Workflows

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Bind ERP + Keap Max Classic Integration

Create Keap Max Classic company from new Bind ERP invoice

If you're a small business owner who uses Bind ERP to manage your finances, you may be wondering if there's a way to automatically create a company profile in Keap Max Classic whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Keap Max Classic and Bind ERP!
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Bind ERP + Keap Max Classic Integration

Create Keap Max Classic contact for new Bind ERP prospect

If you are using Bind ERP, then you may want to also use Keap Max Classic to manage your customer relationships. With the help of this automation, whenever you create a prospect in Bind ERP, a corresponding contact will be created in Keap Max Classic.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Keap Max Classic + Bind ERP Integration

Create Bind ERP prospect from new Keap Max Classic company

If you have created a company in Keap Max Classic, it's important to create a prospect in Bind ERP. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Keap Max Classic + Bind ERP Integration

Create Bind ERP prospect for new Keap Max Classic contact

In order to keep your accounting and customer records in sync, when you create a contact in Keap Max Classic, this automation will automatically create a prospect in Bind ERP.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Keap Max Classic and Bind ERP!
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Bind ERP + Keap Max Classic Integration
1.
  • Bind ERP
    Quote is created in Bind ERP
  • Bind ERP
    Prospect is created in Bind ERP
  • Bind ERP
    Invoice is created in Bind ERP
  • Bind ERP
    Product is created in Bind ERP
  • Bind ERP
    Activity is scheduled in Bind ERP
  • Bind ERP
    Inventory is updated in Bind ERP
  • Keap Max Classic
    Invoice is paid in Keap Max Classic
  • Keap Max Classic
    Tag is applied to contact in Keap Max Classic Instant
  • 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
2.
  • Bind ERP
    Create prospect in Bind ERP
  • Bind ERP
    Create activity in Bind ERP
  • 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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