Keap Max Classic + Clio Integration

When Contact is created in Clio, create Contact in Keap Max Classic

Update Keap Max Classic Contact from new Clio 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 Clio 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.

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 Clio? This integration will allow you to automatically create a contact for each new invoice in Clio.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.