Keap Max Classic + Kartra Integration

Integrate Kartra to Keap Max Classic in one click, or tell Integrately AI how you want each lead handled. Capture every form submission, update your contact lists, record purchases, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Keap Max Classic
    Contact is updated in Keap Max Classic
  • 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
  • Kartra
    Lead fills form in Kartra Instant
  • Kartra
    Customer buys a product in Kartra Instant
  • Kartra
    Tag is assigned to lead in Kartra Instant
  • Kartra
    Tag is unassigned to lead in Kartra Instant
  • Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Kartra
    Lead visits a Kartra page in Kartra Instant
  • Kartra
    Lead is subscribed to list in Kartra Instant
  • Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Kartra
    Membership revoked from a lead in Kartra Instant
  • Kartra
    Lead reaches score for the first time in Kartra Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Kartra
    Lead completes a sequence in Kartra Instant
  • Kartra
    Membership granted to a lead in Kartra Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra Instant
  • Kartra
    Lead registers to a calendar in Kartra Instant
  • Kartra
    Lead plays the video in Kartra Instant
  • Kartra
    Lead completes video in Kartra Instant
  • Kartra
    Calender subscription is cancelled in Kartra Instant
  • Kartra
    Affiliate signs up for product in Kartra Instant
  • Kartra
    Order is partially refunded in Kartra Instant
  • Kartra
    Order is refunded in Kartra Instant
Arrow Right
2.
  • Keap Max Classic
    Create payment in Keap Max Classic
  • Keap Max Classic
    Create contact in Keap Max Classic
  • Keap Max Classic
    Tag existing contact in Keap Max Classic
  • Keap Max Classic
    Create or Update Contact in Keap Max Classic
  • Keap Max Classic
    Update contact in Keap Max Classic
  • Keap Max Classic
    Remove tag from contact in Keap Max Classic
  • Keap Max Classic
    Get contact details by id in Keap Max Classic
  • Keap Max Classic
    Apply tags to contact in Keap Max Classic
  • Keap Max Classic
    Search tag in Keap Max Classic
  • Keap Max Classic
    Create note in Keap Max Classic
  • Keap Max Classic
    Create order in Keap Max Classic
  • Keap Max Classic
    Create company in Keap Max Classic
  • Keap Max Classic
    Create product in Keap Max Classic
  • Keap Max Classic
    Search contact in Keap Max Classic
  • Kartra
    Create lead in Kartra
  • Kartra
    Assign tag to lead in Kartra
  • Kartra
    Search lead by email in Kartra
  • Kartra
    Unassign tag to lead in Kartra
  • Kartra
    Remove points from lead in Kartra
  • Kartra
    Give points to lead in Kartra
  • Kartra
    Unsubscribe lead from a list in Kartra
  • Kartra
    Get lead by ID in Kartra
  • Kartra
    Subscribe lead to list in Kartra
  • Kartra
    Update lead in Kartra
  • Kartra
    Subscribe lead to a sequence in Kartra
  • Kartra
    Subscribe lead to calendar in Kartra
  • Kartra
    Cancel subscription to calendar in Kartra
  • Kartra
    Unsubscribe lead from a sequence in Kartra
  • Kartra
    Create custom field in Kartra
  • Kartra
    Refund a payment transaction in Kartra

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Ready Workflows Ready Workflows for Kartra + Keap Max Classic Integration

Capture leads, record product purchases, apply tags, update contact records, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Keap Max Classic + Kartra Integration

Create Kartra lead for new Keap Max Classic contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Kartra lead 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 + Kartra Integration

Create Kartra lead for new Keap Max Classic invoice

When a new Keap Max Classic invoice is placed, it's important to create a Kartra lead for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Kartra lead and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Kartra lead for every Keap Max Classic invoice, you can maximize your chances of success with each customer.
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Kartra + Keap Max Classic Integration

Create Keap Max Classic contact for new Kartra optin form response

Automatically creating Keap Max Classic contact for new Kartra optin form response can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Keap Max Classic contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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Kartra + Keap Max Classic Integration

Create Keap Max Classic contact for new Kartra order

When a new Kartra order is placed, it's important to create a Keap Max Classic contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Keap Max Classic contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Keap Max Classic contact for every Kartra order, you can maximize your chances of success with each customer.
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  • 1of2
Got a different task in mind? Describe it

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

Connect more apps to your Kartra + Keap Max Classic flow

Send new customer details to billing tools, notify your sales team, and update your email lists as soon as a purchase occurs. Pick a combination and activate it in one click.

Keap Max Classic
Kartra
+
ShopifyShopify (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
+
SlackSlack (4)
S
K
K
When an order is created in Shopify, create a lead in Kartra and a contact in Keap Max Classic
Shopify purchases immediately create a lead in Kartra and a contact in Keap Max Classic without manual data entry.
S
K
K
When a customer is created in Shopify, subscribe lead to list in Kartra and apply tags to contact in Keap Max Classic
New Shopify customers are automatically added to your Kartra mailing lists and tagged in Keap Max Classic.
S
K
K
When a product is created in Shopify, update lead in Kartra and update contact in Keap Max Classic
New product listings in Shopify update your records across Kartra and Keap Max Classic instantly.
S
K
K
When an order is updated in Shopify, assign tag to lead in Kartra and update contact in Keap Max Classic
Order updates in Shopify apply relevant tags in Kartra and refresh contact details in Keap Max Classic.

Supported triggers and actions for Keap Max Classic and Kartra

Mix and match to build the exact automation you need

Keap Max Classic
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
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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
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Tag is created in Keap Max Classic
Triggers the automation when a tag is added
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Company is created in Keap Max Classic
Triggers the automation when a new company is created
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Subscription is created in Keap Max Classic
Triggers the automation when a new subscription is created
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Product is created in Keap Max Classic
Triggers the automation when a new product is created
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Affiliate is added in Keap Max Classic
Triggers the automation when a new affiliate is added
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Instant
Tag is applied to contact in Keap Max Classic
Triggers the automation when a tag is added
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Create payment in Keap Max Classic
Creates a new payment
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Create contact in Keap Max Classic
Adds a new contact to the database
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Tag existing contact in Keap Max Classic
Tags an existing contact
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Create or Update Contact in Keap Max Classic
Adds or update contact information
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Update contact in Keap Max Classic
Updates contact information with new details
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Remove tag from contact in Keap Max Classic
Untag the contact
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Get contact details by id in Keap Max Classic
Retrieves contact details based on their id
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Apply tags to contact in Keap Max Classic
Adds tag(s) a contact
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Search tag in Keap Max Classic
Searches for a tag
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Create note in Keap Max Classic
Creates a new note in the particular format
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Create order in Keap Max Classic
Creates a new order
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Create company in Keap Max Classic
Generates a new company profile with given details
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Create product in Keap Max Classic
Generates and launch new products
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Search contact in Keap Max Classic
Finds and retrieves contact information
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Kartra
Kartra Triggers & Actions
Instant
Lead fills form in Kartra
Triggers the automation when a lead fills out a form
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Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
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Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Lead is unsubscribed from list in Kartra
Triggers the automation when any lead is unsubscribed from the mailing list
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Instant
Lead visits a Kartra page in Kartra
Triggers the automation when a lead visits a Kartra page
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Instant
Lead is subscribed to list in Kartra
Triggers the automation when a lead is subscribed to a list
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Instant
Lead is subscribed to sequence in Kartra
Triggers the automation when a lead is subscribed to a sequence
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Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
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Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
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Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
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Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
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Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
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Instant
Lead clicks on page split test link in Kartra
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Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
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Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
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Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
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Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
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Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
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Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
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Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
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Instant
Order is refunded in Kartra
Triggers the automation when any order is refunded
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Create lead in Kartra
Generates new leads for potential customers
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Assign tag to lead in Kartra
Assigns a tag to a lead based on predefined criteria
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Search lead by email in Kartra
Retrieves information for a particular lead using their email
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Unassign tag to lead in Kartra
Unassigns a tag from a lead
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Remove points from lead in Kartra
Deducts points from a lead
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Give points to lead in Kartra
Assigns points to the designated lead
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Unsubscribe lead from a list in Kartra
Removes a lead from a mailing list
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Get lead by ID in Kartra
Retrieves a lead's information based on their id
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Subscribe lead to list in Kartra
Subscribes a lead to a list
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Update lead in Kartra
Updates the lead information
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Subscribe lead to a sequence in Kartra
Subscribes a lead to a sequence
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Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
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Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
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Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
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Create custom field in Kartra
Creates a new marketing campaign
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Refund a payment transaction in Kartra
Processes a payment transaction refund
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What can you automate with Kartra + Keap Max Classic?

Streamline your sales and marketing operations by connecting your shopping cart data directly to your CRM.

What you can automate?
🔄
Sync every new form submission into your CRM
Automatically create a contact in Keap Max Classic the moment a lead fills a form in Kartra. Eliminate manual data transfer and keep your customer database up to date.
📝
Capture every submitted field and custom detail
Map all form fields and customer answers directly into your CRM records rather than just basic contact info. Your database becomes a complete picture for follow-up.
🔔
Alert your team instantly on new purchases
Trigger instant notifications whenever a customer buys a product in Kartra. Ensure your sales reps can respond to high-value transactions immediately.
🔀
Route leads based on submitted tags
Apply conditional logic to direct leads down different paths depending on the tags assigned in Kartra. Ensure prospects receive the right follow-up in Keap Max Classic.
🔄
Keep contact details updated across both apps
Whenever a contact is updated in Keap Max Classic or a lead is modified in Kartra, synchronize the changes instantly. Prevent data drift between your platforms.
🔍
Prevent duplicate records during sync
Search existing database records before creating new entries. Automatically update existing contacts instead of generating duplicate profiles.
💳
Manage refunds and billing changes automatically
When an order is refunded in Kartra, trigger status updates and remove active customer tags in Keap Max Classic. Keep your financial and marketing records aligned.
🔌
Extend your workflow to messaging apps
Connect Kartra and Keap Max Classic to Slack or email tools to notify your team the moment a high-value customer completes a purchase.
And much more...

Who is Kartra + Keap Max Classic integration for?

Connecting Kartra and Keap Max Classic eliminates manual data entry between your shopping cart and CRM, keeping customer pipelines accurate for every team member.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account executives
Account executives
E-commerce store owners
E-commerce store owners
Customer success leads
Customer success leads
Operations specialists
Operations specialists
📈
Performance marketers
You're running marketing campaigns in Kartra but your CRM tracking in Keap Max Classic only updates when someone manually exports records, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the CRM instantly and your pipeline data stays current.
Sales representatives
You need to act fast on inbound inquiries, but new form submissions sit in Kartra until an admin gets around to moving them over, meaning hot prospects go cold — with this integration, every form submission creates a CRM contact immediately so you can follow up while interest is high.
💼
Account executives
You answer to clients and managers who want to see accurate deal progress, but disparate tools leave gaps in your client history that require tedious manual checks — with this integration, customer interactions flow seamlessly into your CRM records so reporting is always complete and reliable.
🛒
E-commerce store owners
The transaction volume on your storefront is too high for anyone to keep up with by hand, leading to missed customer tags and broken follow-up sequences — with this integration, every product purchase triggers automated CRM updates and email sequences without manual intervention.
🤝
Customer success leads
You own the onboarding stage and depend on marketing teams to hand over customer details from Kartra before you can start outreach, causing unnecessary delays — with this integration, customer data flows straight into your management tools the moment a purchase occurs.
📋
Operations specialists
You need a reliable history of customer interactions across platforms, but keeping two databases in sync leads to constant errors and missing records — with this integration, contact creation and tag updates happen automatically across both applications.
Our team

Ready Workflows 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 Keap Max Classic + Kartra

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

1,500+ apps connected
1,500+ apps connected
Connect Keap Max Classic + Kartra with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kartra to Keap Max Classic?
Frequently Asked Questions
You can connect Kartra to Keap Max Classic in one click using Integrately. Select a ready workflow or ask Integrately AI to build your integration and connect with tools like Shopify, Stripe, Mailchimp, Calendly, Typeform, and Slack.
Can I automatically create a Keap Max Classic contact when a lead fills a form in Kartra?
Frequently Asked Questions
Can I connect Kartra, Keap Max Classic, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Keap Max Classic?
Frequently Asked Questions
How are form submissions handled between Kartra and Keap Max Classic?
Frequently Asked Questions
Can I sync customer purchases from Kartra into Keap Max Classic?
Frequently Asked Questions
Do I need coding skills to automate Kartra and Keap Max Classic?
Frequently Asked Questions
Is the Kartra and Keap Max Classic integration free?
Frequently Asked Questions
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You Can Also Connect Kartra or Keap Max Classic With 1500+ Other Apps

Kartra
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Keap Max Classic
Popular Keap Max Classic Integrations
Sync Keap Max Classic with accounting, project management, and customer support solutions to keep business data aligned.