Keap Max Classic + Close Integration

Connect Keap Max Classic to Close in 1 click

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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 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
    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 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.

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Ready Workflows Ready Workflows   for Keap Max Classic + Close Integration

Just click on the workflow you want to automate

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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Automations

Top 10 Most Popular Keap Max Classic Automations from
Integrately Community

Just click on the workflow you want to automate

WhatsApp logo
Keap Max Classic logo
Create Keap Max Classic note for new WhatsApp message
Activate
Keap Max Classic logo
Manychat logo
Send ManyChat message for new Keap Max Classic company
Activate
Keap Max Classic logo
MessageBird logo
Send MessageBird message for new Keap Max Classic contact
Activate
Keap Max Classic logo
Quickbooks Online logo
Create Quickbooks Online invoice for new Keap Max Classic invoice
Activate
Keap Max Classic logo
MemberPress logo
Update MemberPress member from new Keap Max Classic contact
Activate
WhatsApp logo
Keap Max Classic logo
Create Keap Max Classic note for new WhatsApp message
Activate
Keap Max Classic logo
Manychat logo
Send ManyChat message for new Keap Max Classic company
Activate
Keap Max Classic logo
MessageBird logo
Send MessageBird message for new Keap Max Classic contact
Activate
Keap Max Classic logo
Quickbooks Online logo
Create Quickbooks Online invoice for new Keap Max Classic invoice
Activate
Keap Max Classic logo
MemberPress logo
Update MemberPress member from new Keap Max Classic contact
Activate
Elementor Forms logo
Keap Max Classic logo
Create Keap Max Classic company for new Elementor Forms form submission
Activate
Keap Max Classic logo
CompanyHub logo
Create CompanyHub contact for new Keap Max Classic contact
Activate
Keap Max Classic logo
Zoom logo
Create Zoom webinar registrant for new Keap Max Classic contact
Activate
Keap Max Classic logo
Quickbooks Online logo
Create Quickbooks Online customer for new Keap Max Classic contact
Activate
Keap Max Classic logo
WhatsApp logo
Send WhatsApp message for new Keap Max Classic opportunity
Activate
Elementor Forms logo
Keap Max Classic logo
Create Keap Max Classic company for new Elementor Forms form submission
Activate
Keap Max Classic logo
CompanyHub logo
Create CompanyHub contact for new Keap Max Classic contact
Activate
Keap Max Classic logo
Zoom logo
Create Zoom webinar registrant for new Keap Max Classic contact
Activate
Keap Max Classic logo
Quickbooks Online logo
Create Quickbooks Online customer for new Keap Max Classic contact
Activate
Keap Max Classic logo
WhatsApp logo
Send WhatsApp message for new Keap Max Classic opportunity
Activate

Top 10 Most Popular Close Automations from
Integrately Community

Most popularmost-popular-automations
01
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
02
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
03
GroovePages logo
Close logo
Create Close contact for new GroovePages response
04
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
05
Formsite logo
Close logo
Create Close contact for new Formsite form submission
cloud
Close
app integration
06
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
07
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
08
OnceHub logo
Close logo
Create Close task for new OnceHub booking
09
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
10
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
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Want to automate something else in your workflow?

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

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.
Close
Close
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.