Follow Up Boss + Keap Max Classic Integration

Automatically retrieves and find a deal

Automatically updates deal information based on new criteria or changes

Automatically adds new contact without initiating any automated follow-up sequences

Automatically finds and retrieves contact information

Automatically adds tags to a contact

Automatically updates contact details without initiating any action sequences

Automatically reassigns the task to a different agent

Automatically updates the stage of a contact based on particular criteria

Automatically creates a new note in the particular format

Automatically generates a new deal with

Automatically creates a new inquiry or logs a website event

Automatically applies an action plan to a contact

Automatically invites team members to collaborate on projects and share resources

Automatically pauses the action plan for a contact

Automatically creates a new task

Automatically record and save call details for future reference

Automatically creates a new payment

Automatically adds a new contact to the database

Automatically tags an existing contact

Automatically adds or update contact information

Automatically finds and retrieves contact information

Automatically updates contact information with new details

Automatically untag the contact

Automatically retrieves contact details based on their ID

Automatically adds tag(s) a contact

Automatically searches for a tag

Automatically creates a new note in the particular format

Automatically creates a new order

Automatically generates a new company profile with given details

Automatically generates and launch new products