Keap Max Classic + Customerly Integration

Connect Keap Max Classic to Customerly - Automate your workflows in 1-click

Set up Keap Max Classic automations to send personalized campaigns, capture leads from various sources, and track campaign performance. With Customerly automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. And automate all the repetitive tasks between Keap Max Classic & Customerly using Integrately.
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Keap Max Classic + Customerly Integration

Create Customerly 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 Customerly 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 + Customerly Integration

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

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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Customerly + Keap Max Classic Integration

Create Keap Max Classic contact for new Customerly 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 Customerly - Keap Max Classic integration, anytime a new Customerly 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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Create Your Own Keap Max Classic & Customerly Integration Without Any Code

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Keap Max Classic + Customerly Integration
1.
  • Keap Max Classic
    Invoice is paid in Keap Max Classic

    Triggers the automation whenever an invoice is paid

  • Keap Max Classic
    Tag is applied to contact in Keap Max Classic

    Triggers the automation whenever a tag is added

    Instant
  • Keap Max Classic
    Contact is created in Keap Max Classic

    Triggers the automation whenever a new contact is created

  • Keap Max Classic
    Invoice is created in Keap Max Classic

    Triggers the automation whenever any invoice is added or modified

  • Keap Max Classic
    Opportunity is created in Keap Max Classic

    Triggers the automation whenever any opportunity is updated

  • Keap Max Classic
    Tag is created in Keap Max Classic

    Triggers the automation whenever a tag is added

  • Keap Max Classic
    Company is created in Keap Max Classic

    Triggers the automation whenever a new company is created

  • Keap Max Classic
    Subscription is created in Keap Max Classic

    Triggers the automation whenever a new subscription is created

  • Keap Max Classic
    Product is created in Keap Max Classic

    Triggers the automation whenever a new product is created

  • Keap Max Classic
    Affiliate is added in Keap Max Classic

    Triggers the automation whenever a new affiliate is added

  • Customerly
    Lead is created in Customerly

    Triggers the automation whenever a new lead is created

    Instant
  • Customerly
    User is created in Customerly

    Triggers the automation whenever a new user is created

    Instant
  • Customerly
    User is tagged in Customerly

    Triggers the automation whenever a user is tagged

    Instant
  • Customerly
    User is unsubscribed in Customerly

    Triggers the automation whenever a user is unsubscribed

    Instant
  • Customerly
    Lead converted to user in Customerly

    Triggers the automation whenever a lead is successfully converted into a user

    Instant
2.
  • Keap Max Classic
    Create payment in Keap Max Classic

    Automatically creates a new payment

  • Keap Max Classic
    Create contact in Keap Max Classic

    Automatically adds a new contact to the database

  • Keap Max Classic
    Tag existing contact in Keap Max Classic

    Automatically tags an existing contact

  • Keap Max Classic
    Create or Update Contact in Keap Max Classic

    Automatically adds or update contact information

  • Keap Max Classic
    Search contact in Keap Max Classic

    Automatically finds and retrieves contact information

  • Keap Max Classic
    Update contact in Keap Max Classic

    Automatically updates contact information with new details

  • Keap Max Classic
    Remove tag from contact in Keap Max Classic

    Automatically untag the contact

  • Keap Max Classic
    Get contact details by id in Keap Max Classic

    Automatically retrieves contact details based on their ID

  • Keap Max Classic
    Apply tags to contact in Keap Max Classic

    Automatically adds tag(s) a contact

  • Keap Max Classic
    Search tag in Keap Max Classic

    Automatically searches for a tag

  • Keap Max Classic
    Create note in Keap Max Classic

    Automatically creates a new note in the particular format

  • Keap Max Classic
    Create order in Keap Max Classic

    Automatically creates a new order

  • Keap Max Classic
    Create company in Keap Max Classic

    Automatically generates a new company profile with given details

  • Keap Max Classic
    Create product in Keap Max Classic

    Automatically generates and launch new products

  • Customerly
    Create user in Customerly

    Automatically generates a new user account

  • Customerly
    Add tag to user in Customerly

    Automatically assigns a tag to a user based on particular criteria

  • Customerly
    Create lead in Customerly

    Automatically generates new leads for potential customers

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Integrate Keap Max Classic & Customerly In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Keap Max Classic or Customerly With 1200+ Other Apps

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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.

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Customerly is the fully integrated CRM system for e-commerce businesses. It helps you boost your customer engagement, automate your marketing and sales processes, convert more customers, and grow your business.

See Customerly Integrations

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