Keap Max Classic + Close Integration

Integrate Close to Keap Max Classic in one click, or tell Integrately AI how you want each lead handled. Capture contact details, tag existing records, create company entries, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Keap Max Classic
    Invoice is paid in Keap Max Classic
  • Keap Max Classic
    Contact is updated 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
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
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2.
  • 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
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close

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Ready Workflows Ready Workflows for Close + Keap Max Classic Integration

Capture leads, sync contact details, apply tags, update company records, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Close + Keap Max Classic Integration

Create Keap Max Classic contact for new Close 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 Close - Keap Max Classic integration, anytime a new Close 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 + Close Integration

Create Close 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 Close 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 + Close Integration

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

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 + Close Integration

Create Close opportunity for new Keap Max Classic contact

This automation makes it easy to create new opportunitys in Close 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 Close.

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 + Close Integration

Create Close task for new Keap Max Classic contact

Close and Keap Max Classic are two powerful cloud-based tools that can be used to improve business productivity. Using this Close - Keap Max Classic integration, you can automatically create task in Close 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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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Keap Max Classic flow

Connect additional tools to handle notifications, scheduling, payments, and team collaboration after your core workflow runs. Pick a combination and activate it in one click.

Keap Max Classic
Close
+
GmailGmail (5)
+
CalendlyCalendly (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
TypeformTypeform (4)
C
K
G
Add every new Close lead to Keap Max Classic as a contact, and send a welcome email in Gmail.
New Close leads appear in Keap Max Classic as contacts instantly while Gmail sends a welcome message, removing manual data entry.
K
G
C
Send an email alert in Gmail when a Keap Max Classic invoice is paid, and update the lead in Close.
Paid invoices in Keap Max Classic trigger a Gmail notification and update the lead status in Close without manual checks.
C
G
K
When a Close lead status changes, send an update via Gmail and apply tags in Keap Max Classic.
Lead status updates in Close trigger an email in Gmail and apply the relevant tag in Keap Max Classic automatically.
K
G
C
If a Keap Max Classic contact is created with a VIP tag, send a priority notification in Gmail and update the lead in Close.
VIP contacts in Keap Max Classic trigger high-priority alerts in Gmail and update the associated lead in Close.
K
G
C
When a Keap Max Classic subscription is created, send a confirmation email in Gmail and create a task in Close.
New subscriptions in Keap Max Classic trigger confirmation emails in Gmail and create onboarding tasks in Close.

Supported triggers and actions for Keap Max Classic and Close

Mix and match to build the exact automation you need

Keap Max Classic
Keap Max Classic Triggers & Actions
Invoice is paid in Keap Max Classic
Triggers the automation when an invoice is paid
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Contact is updated in Keap Max Classic
Triggers the automation when a contact is updated
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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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Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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What can you automate with Close + Keap Max Classic?

Streamline your customer journeys by connecting lead generation, contact management, and payment tracking into a single unified workflow.

What you can automate?
🔄
Sync leads and contacts instantly
Create a contact in Keap Max Classic automatically the moment a new lead is created in Close. Eliminate manual transcription and keep your databases aligned.
📋
Capture every submitted custom field
Map all available lead details and custom properties between Close and Keap Max Classic instead of just names and emails. Your CRM records become far more thorough.
🔔
Alert your team the moment things happen
Send instant notifications to your sales or finance team whenever a lead status updates or an invoice is paid. Ensure rapid response times across departments.
🔀
Route records based on submitted data
Apply specific tags or create high-priority tasks in Keap Max Classic depending on the criteria submitted in your Close leads.
🔄
Keep destination records up to date
Automatically update existing contacts in Keap Max Classic whenever a lead stage or opportunity status changes in Close.
🛡️
Prevent duplicate records automatically
Search for existing contacts before creating new entries to keep your databases clean and organized across both platforms.
💳
Handle later billing and payment events
Trigger automated follow-up tasks and update lead statuses in Close the moment an invoice is paid or a subscription is created in Keap Max Classic.
💬
Extend your workflow to Slack
Automatically notify your team in Slack whenever a new contact is created or an invoice is paid across your core applications.
And much more...

Who is Close + Keap Max Classic integration for?

Sales managers, marketing directors, and business owners streamline customer data synchronization and pipeline management across both platforms.

Sales directors
Sales directors
Account executives
Account executives
Client success leads
Client success leads
Operations managers
Operations managers
Business development reps
Business development reps
Revenue leaders
Revenue leaders
📈
Sales directors
You're reviewing quarterly pipeline reports but your CRM data only updates when someone manually exports leads, so the conversion metrics you're optimising against are always a few hours behind — this integration means every new lead lands in your systems instantly and your pipeline data stays current.
Account executives
You need to act fast on incoming prospect inquiries, but you find out about new bookings too late because contact details sit in separate silos — automating both apps means every contact record is created instantly and you can begin outreach right away.
🤝
Client success leads
You answer to stakeholders who want to see real-time progress on active client onboarding, but manual status updates always lead to lagging reports — connecting these apps means every stage change is reflected across platforms immediately and reporting is always accurate.
📊
Operations managers
The volume of incoming leads and transactions is too high for anyone to keep up by hand, leading to missed contacts and duplicate entries — this integration means every record is synchronized automatically without manual data entry.
🔄
Business development reps
You own the outreach stage and depend on marketing teams to hand over qualified leads, but manual handoffs cause frustrating communication gaps — integrating these apps means leads flow seamlessly from acquisition to sales follow-up.
🗂️
Revenue leaders
You need a reliable history of customer interactions and constantly find missing gaps in your contact records — automating both apps means every customer touchpoint, tag, and invoice payment is recorded accurately.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Keap Max Classic + Close

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

1,500+ apps connected
1,500+ apps connected
Connect Keap Max Classic + Close 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 Close to Keap Max Classic?
Frequently Asked Questions
You can connect Close to Keap Max Classic in one click using pre-built templates or ask Integrately AI to build your custom flow. It links your CRM data with tools like Gmail, Slack, and Stripe instantly.
Can I automatically sync new Close leads as contacts in Keap Max Classic?
Frequently Asked Questions
Can I connect Close, Keap Max Classic, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Keap Max Classic?
Frequently Asked Questions
How does Close handle lead updates in this integration?
Frequently Asked Questions
Can Keap Max Classic trigger actions in Close when an invoice is paid?
Frequently Asked Questions
Do I need coding skills to automate Close and Keap Max Classic?
Frequently Asked Questions
Is the Close and Keap Max Classic integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Close or Keap Max Classic With 1500+ Other Apps

Close
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Connect Close to CRMs, email tools, and communication platforms to manage and follow up on your sales pipeline.
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Keap Max Classic
Popular Keap Max Classic Integrations
Sync Keap Max Classic with accounting, project management, and marketing tools to keep customer data working across your stack.