Exact Online + Keap Max Classic Integration

Q: Can I automatically sync contacts and invoices between Exact Online and Keap Max Classic?

Yes, you can automatically sync contacts and invoices between Exact Online and Keap Max Classic using ready-made automation templates on Integrately.

Q: Can I connect Exact Online, Keap Max Classic, and Slack?

You can connect Exact Online, Keap Max Classic, and Slack together in a multi-step workflow. Trigger actions across your CRM and accounting tools, then notify your team in Slack and 1,500+ other apps.

Q: What is a good Zapier alternative for Exact Online and Keap Max Classic?

Most alternatives charge more and require complex manual setup, whereas Integrately offers 1-click readiness, 24/5 live chat, and AI assistance for Exact Online and Keap Max Classic integrations.

Q: How are contacts updated between Exact Online and Keap Max Classic?

Contacts are updated instantly when triggers occur in either system, using pre-built integrations available on Integrately.

Q: How are invoices and payments tracked between Keap Max Classic and Exact Online?

Invoices and payments are logged and reconciled automatically when triggered in Keap Max Classic, ensuring accurate records in Exact Online.

Q: Do I need coding skills to automate Exact Online and Keap Max Classic?

No coding skills are required to connect Exact Online and Keap Max Classic. Use ready templates or ask Integrately AI to build your workflow.

Q: Is the Exact Online and Keap Max Classic integration free?

You can start the Exact Online and Keap Max Classic integration with a free forever plan available on Integrately.

Integrate Exact Online to Keap Max Classic in one click, or tell Integrately AI how you want each contact handled. Create contacts, update account details, record invoices, and trigger customer journeys automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Item is created or updated in Exact Online Instant
Account is created or updated in Exact Online Instant
Contact is created or updated in Exact Online Instant
Contact is updated in Keap Max Classic
Invoice is paid in Keap Max Classic
Contact is created in Keap Max Classic
Invoice is created in Keap Max Classic
Opportunity is created in Keap Max Classic
Tag is created in Keap Max Classic
Company is created in Keap Max Classic
Subscription is created in Keap Max Classic
Product is created in Keap Max Classic
Affiliate is added in Keap Max Classic
Tag is applied to contact in Keap Max Classic Instant

Search contact by first name in Exact Online
Create contact in Exact Online
Create account in Exact Online
Create address in Exact Online
Create bank account in Exact Online
Create cost centre in Exact Online
Create cost unit in Exact Online
Create project in Exact Online
Create item in Exact Online
Search account by name in Exact Online
Search address by contact name in Exact Online
Search bank account by account name in Exact Online
Search cost centre by code in Exact Online
Search cost unit by code in Exact Online
Search item by code in Exact Online
Create document in Exact Online
Delete account in Exact Online
Delete contact in Exact Online
Update account in Exact Online
Update contact in Exact Online
Update address in Exact Online
Update cost center in Exact Online
Update cost unit in Exact Online
Search document by accountName in Exact Online
Create payment in Keap Max Classic
Create contact in Keap Max Classic
Tag existing contact in Keap Max Classic
Create or Update Contact in Keap Max Classic
Update contact in Keap Max Classic
Remove tag from contact in Keap Max Classic
Get contact details by id in Keap Max Classic
Apply tags to contact in Keap Max Classic
Search tag in Keap Max Classic
Create note in Keap Max Classic
Create order in Keap Max Classic
Create company in Keap Max Classic
Create product in Keap Max Classic
Search contact in Keap Max Classic

Trusted by experts at...

Ready Workflows for Exact Online + Keap Max Classic Integration

Capture customer details, sync accounting and CRM records, update contact statuses, and trigger follow-ups, all in just one click.

Create Exact Online contact from new Keap Max Classic company

If you have created a company in Keap Max Classic, it's important to create a contact in Exact Online. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

Activate

Create Exact Online contact for new Keap Max Classic contact

In order to keep your accounting and customer records in sync, when you create a contact in Keap Max Classic, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Keap Max Classic and Exact Online!

Activate

Create Keap Max Classic contact for new Exact Online contact

If you are using Exact Online, then you may want to also use Keap Max Classic to manage your customer relationships. With the help of this automation, whenever you create a contact in Exact Online, a corresponding contact will be created in Keap Max Classic.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

Activate

1of1

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

Connect more apps to your Exact Online + Keap Max Classic flow

Sync customer records with e-commerce, billing, marketing, and team communication tools. Pick a combination and activate it in one click.

Shopify (3)

Stripe (3)

Mailchimp (3)

Slack (3)

Google Sheets (3)

Zoom (3)

Add new Exact Online contacts to Keap Max Classic, and create matching customers in Shopify.

Every Exact Online contact lands in Keap Max Classic and Shopify instantly, removing manual data entry.

When a Keap Max Classic contact is created, update the account in Exact Online and create a customer in Shopify.

Keep Exact Online and Shopify synchronized whenever a new contact is registered in Keap Max Classic.

If an invoice is paid in Keap Max Classic, update the contact in Exact Online and create an order in Shopify.

Record paid invoices across Exact Online and Shopify automatically without manual updates.

Create a Keap Max Classic contact from Exact Online, and create a customer in Stripe.

Streamline billing by syncing Exact Online and Keap Max Classic data directly to Stripe.

When a Keap Max Classic invoice is paid, update the contact in Exact Online and create a charge in Stripe.

Log payments across your accounting and billing tools instantly.

When an account is created in Exact Online, apply tags in Keap Max Classic and create a customer in Stripe.

Set up new accounts across billing and CRM systems automatically.

Add Exact Online contacts to Keap Max Classic, and subscribe them to your list in Mailchimp.

Grow your email audience while syncing customer data between Exact Online and Keap Max Classic.

When a contact is created in Keap Max Classic, update the account in Exact Online and add a subscriber in Mailchimp.

Synchronize new CRM leads across your email marketing and accounting platforms.

When an invoice is paid in Keap Max Classic, update the contact in Exact Online and send a campaign in Mailchimp.

Trigger targeted email campaigns when customers complete payments.

Create a Keap Max Classic contact from Exact Online, and notify your sales team in Slack.

Keep your team informed in Slack whenever new contacts are processed between Exact Online and Keap Max Classic.

When a Keap Max Classic invoice is paid, update the contact in Exact Online and post an alert in Slack.

Celebrate revenue milestones with instant Slack notifications.

When an account is created in Exact Online, apply tags in Keap Max Classic and notify your team in Slack.

Alert your team instantly when new accounts are added.

Add Exact Online contacts to Keap Max Classic, and log every entry in Google Sheets.

Maintain a reliable backup of your customer records in Google Sheets automatically.

When a Keap Max Classic invoice is paid, update the contact in Exact Online and log the payment in Google Sheets.

Track incoming revenue in Google Sheets alongside your CRM and accounting tools.

When an item is created in Exact Online, apply tags in Keap Max Classic and log it in Google Sheets.

Keep product catalogs and inventory items logged in Google Sheets automatically.

Create a Keap Max Classic contact from Exact Online, and register them for a webinar in Zoom.

Seamlessly register new contacts for virtual events and webinars across your platforms.

When a contact is created in Keap Max Classic, update the account in Exact Online and schedule a meeting in Zoom.

Automate client onboarding calls and meetings when new leads are captured.

When an invoice is paid in Keap Max Classic, update the contact in Exact Online and add a registrant in Zoom.

Grant VIP webinar access automatically upon successful invoice payment.

Supported triggers and actions for Exact Online and Keap Max Classic

Mix and match to build the exact automation you need

Exact Online Triggers & Actions

Instant

Item is created or updated in Exact Online

Triggers the automation when an item is created or updated

Try it →

Instant

Account is created or updated in Exact Online

Triggers the automation when an account is created or updated

Try it →

Instant

Contact is created or updated in Exact Online

Triggers the automation when a contact is created or updated

Try it →

Keap Max Classic Triggers & Actions

Contact is updated in Keap Max Classic

Triggers the automation when a contact is updated

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Invoice is paid in Keap Max Classic

Triggers the automation when an invoice is paid

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Contact is created in Keap Max Classic

Triggers the automation when a new contact is created

Try it →

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

Try it →

Tag is created in Keap Max Classic

Triggers the automation when a tag is added

Try it →

Company is created in Keap Max Classic

Triggers the automation when a new company is created

Try it →

Subscription is created in Keap Max Classic

Triggers the automation when a new subscription is created

Try it →

Product is created in Keap Max Classic

Triggers the automation when a new product is created

Try it →

Affiliate is added in Keap Max Classic

Triggers the automation when a new affiliate is added

Try it →

Instant

Tag is applied to contact in Keap Max Classic

Triggers the automation when a tag is added

Try it →

What can you automate with Exact Online + Keap Max Classic?

Streamline your accounting, CRM, and customer lifecycle workflows with ready-to-run automation recipes.

Get Started For Free

🔄

Sync contacts between Exact Online and Keap Max Classic

Automatically create or update contacts in Keap Max Classic whenever a contact is created or updated in Exact Online. Eliminate double-entry and keep your customer database unified.

📋

Capture every submitted field and detail

Map all available contact and account attributes from Exact Online into Keap Max Classic without leaving out custom notes or identifiers.

🔔

Notify your team on important updates

Trigger instant team alerts in Slack or via email whenever a new account is created or an invoice is paid.

🔀

Route actions based on submitted field data

Apply specific tags or update records differently depending on criteria submitted in your Exact Online or Keap Max Classic forms.

📊

Keep records up to date as statuses change

Automatically update contact information and account details across both platforms when modifications happen in either system.

🔍

Prevent duplicates with intelligent checks

Search existing records before creating new entries to ensure your database remains clean and free of duplicate contacts.

💰

Automate workflows on invoice and payment events

Trigger CRM updates and account changes instantly the moment an invoice is paid in Keap Max Classic.

🔌

Extend your workflow to supporting apps

Connect Exact Online and Keap Max Classic with tools like Google Sheets, Slack, or Stripe to build multi-app operational pipelines.

And much more...

Who is Exact Online + Keap Max Classic integration for?

Connecting Exact Online and Keap Max Classic eliminates manual data entry, keeping financial records and customer journeys perfectly aligned across your business.

Financial Controllers

Sales Operations Managers

Client Services Directors

Customer Success Leads

Marketing Specialists

Operations Directors

📈

Financial Controllers

You're reconciling financial accounts in Exact Online but customer communications live in Keap Max Classic, so your revenue reports are always lagging behind — automating both apps means every payment and contact syncs instantly and your figures stay current.

⚡

Sales Operations Managers

You need sales teams to act on paid invoices immediately, but manual handoffs cause frustrating delays — connecting these apps means every invoice payment updates customer records instantly and your reps can follow up without delay.

🤝

Client Services Directors

You answer to stakeholders who want transparent tracking across billing and CRM stages, but fragmented tools create blind spots — this integration means every account update and transaction flows seamlessly into a unified history.

🔄

Customer Success Leads

The volume of new customer signups makes manual CRM updates impossible to maintain without errors — automating both apps means every contact and tag applies automatically so your team always views accurate client history.

🎯

Marketing Specialists

You rely on accurate customer data to segment email campaigns, but delayed syncs leave new leads stranded — this integration means every contact created in Exact Online flows into Keap Max Classic without manual intervention.

🛡️

Operations Directors

You need a reliable audit trail across your accounting and CRM platforms, but manual data entry keeps introducing discrepancies — automating both apps means every record matches across systems with absolute precision.

Try This Integration – No Code Needed

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 Exact Online + Keap Max Classic

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

1,500+ apps connected

Connect Exact Online + Keap Max Classic with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

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Frequently Asked Questions

How do I connect Exact Online to Keap Max Classic?

You can connect Exact Online to Keap Max Classic in 1 click using Integrately. Choose from 20 million+ templates or ask Integrately AI to build your custom workflow instantly.

Can I automatically sync contacts and invoices between Exact Online and Keap Max Classic?

Can I connect Exact Online, Keap Max Classic, and Slack?

What is a good Zapier alternative for Exact Online and Keap Max Classic?

How are contacts updated between Exact Online and Keap Max Classic?

How are invoices and payments tracked between Keap Max Classic and Exact Online?

Do I need coding skills to automate Exact Online and Keap Max Classic?

Is the Exact Online and Keap Max Classic integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

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Exact Online + Keap Max Classic Integration

Integrate Exact Online to Keap Max Classic in one click, or tell Integrately AI how you want each contact handled. Create contacts, update account details, record invoices, and trigger customer journeys automatically.

Trusted by experts at...

Ready Workflows for Exact Online + Keap Max Classic Integration

Capture customer details, sync accounting and CRM records, update contact statuses, and trigger follow-ups, all in just one click.

Create Exact Online contact from new Keap Max Classic company

Create Exact Online contact for new Keap Max Classic contact

Create Keap Max Classic contact for new Exact Online contact

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

Connect more apps to your Exact Online + Keap Max Classic flow

Sync customer records with e-commerce, billing, marketing, and team communication tools. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and Keap Max Classic

Mix and match to build the exact automation you need

What can you automate with Exact Online + Keap Max Classic?

Streamline your accounting, CRM, and customer lifecycle workflows with ready-to-run automation recipes.

Who is Exact Online + Keap Max Classic integration for?

Connecting Exact Online and Keap Max Classic eliminates manual data entry, keeping financial records and customer journeys perfectly aligned across your business.

Did you know?

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

Why choose Integrately to automate Exact Online + Keap Max Classic

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Exact Online + Keap Max Classic Integration

Integrate Exact Online to Keap Max Classic in one click, or tell Integrately AI how you want each contact handled. Create contacts, update account details, record invoices, and trigger customer journeys automatically.

Trusted by experts at...

Ready Workflows for Exact Online + Keap Max Classic Integration

Capture customer details, sync accounting and CRM records, update contact statuses, and trigger follow-ups, all in just one click.

Create Exact Online contact from new Keap Max Classic company

Create Exact Online contact for new Keap Max Classic contact

Create Keap Max Classic contact for new Exact Online contact

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

Connect more apps to your Exact Online + Keap Max Classic flow

Sync customer records with e-commerce, billing, marketing, and team communication tools. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and Keap Max Classic

Mix and match to build the exact automation you need

What can you automate with Exact Online + Keap Max Classic?

Streamline your accounting, CRM, and customer lifecycle workflows with ready-to-run automation recipes.

Who is Exact Online + Keap Max Classic integration for?

Connecting Exact Online and Keap Max Classic eliminates manual data entry, keeping financial records and customer journeys perfectly aligned across your business.

Did you know?

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

Why choose Integrately to automate Exact Online + Keap Max Classic

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click