Capsule CRM + Keap Max Classic Integration

Connect Capsule CRM to Keap Max Classic in 1 click

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1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • 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.

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Ready Workflows Ready Workflows   for Capsule CRM + Keap Max Classic Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Capsule CRM + Keap Max Classic Integration

Create Keap Max Classic contact for new Capsule CRM person

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 Capsule CRM - Keap Max Classic integration, anytime a new Capsule CRM person 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 + Capsule CRM Integration

Create Capsule CRM person 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 Capsule CRM person 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 + Capsule CRM Integration

Create Capsule CRM person 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' person information.

But did you know that you can easily integrate Keap Max Classic with Capsule CRM? This integration will allow you to automatically create a person for each new invoice in Capsule CRM.

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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Keap Max Classic + Capsule CRM Integration

Create Capsule CRM opportunity for new Keap Max Classic contact

This automation makes it easy to create new opportunitys in Capsule CRM when a new contact is created in Keap Max Classic. Just connect your accounts, and every time a new contact is created in Keap Max Classic, a new opportunity will automatically be created in Capsule CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Keap Max Classic + Capsule CRM Integration

Create Capsule CRM task for new Keap Max Classic contact

Capsule CRM and Keap Max Classic are two powerful cloud-based tools that can be used to improve business productivity. Using this Capsule CRM - Keap Max Classic integration, you can automatically create task in Capsule CRM whenever a new contact is created in Keap Max Classic.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular Keap Max Classic Automations from
Integrately Community

Most popularmost-popular-automations
01
WhatsApp logo
Keap Max Classic logo
Create Keap Max Classic note for new WhatsApp message
02
Keap Max Classic logo
Manychat logo
Send ManyChat message for new Keap Max Classic company
03
Keap Max Classic logo
MessageBird logo
Send MessageBird message for new Keap Max Classic contact
04
Keap Max Classic logo
Quickbooks Online logo
Create Quickbooks Online invoice for new Keap Max Classic invoice
05
Keap Max Classic logo
MemberPress logo
Update MemberPress member from new Keap Max Classic contact
cloud
Keap Max Classic
app integration
06
Elementor Forms logo
Keap Max Classic logo
Create Keap Max Classic company for new Elementor Forms form submission
07
Keap Max Classic logo
CompanyHub logo
Create CompanyHub contact for new Keap Max Classic contact
08
Keap Max Classic logo
Zoom logo
Create Zoom webinar registrant for new Keap Max Classic contact
09
Keap Max Classic logo
Quickbooks Online logo
Create Quickbooks Online customer for new Keap Max Classic contact
10
Keap Max Classic logo
WhatsApp logo
Send WhatsApp message for new Keap Max Classic opportunity
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Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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in $19.99

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You Can Also Connect Capsule CRM or Keap Max Classic With 1400+ Other Apps

Capsule CRM
Capsule CRM
Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.
Keap Max Classic
Keap Max Classic
Keap Max Classic lets you automate your customer's journey. It seamlessly combines the functionality of a CRM, e-commerce, email marketing and marketing analytics solution into one easy-to-use platform.