Keap Max Classic + easybill Integration

If you're using easybill to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in Keap Max Classic.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in easybill to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Keap Max Classic? Well now there is!

With our integration between Keap Max Classic and easybill, creating task in easybill is now easier than ever. Whenever a opportunity is created in Keap Max Classic, you can automatically create a corresponding task in easybill to keep your team up-to-date.