Keap Max Classic + Nusii Integration

Connect Keap Max Classic to Nusii in 1 click

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Keap Max Classic + Nusii Integration

Create Nusii proposal for new Keap Max Classic opportunity

Are you a Keap Max Classic user who also uses Nusii for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Nusii directly from opportunity in Keap Max Classic.

This means that you can save time by automatically creating proposal based on the information contained in your opportunity. Plus, it's easy to get started - simply click activate and connect your Keap Max Classic and Nusii accounts.
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Keap Max Classic + Nusii Integration

Create Nusii client for new Keap Max Classic contact

Keap Max Classic is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in Keap Max Classic, you'll automatically receive a corresponding client record in Nusii.
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Keap Max Classic + Nusii Integration

Create Nusii proposal for new Keap Max Classic contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Keap Max Classic? With this integration, you can!

When you create a contact in Keap Max Classic, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Keap Max Classic + Nusii Integration

Create Nusii proposal for new Keap Max Classic company

If your company uses Keap Max Classic, and you need to create proposal, there's an easy way to do it using Nusii. When you create a new company in Keap Max Classic, this integration will automatically create a proposal for you in Nusii.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Keap Max Classic + Nusii Integration
1.
  • Keap Max Classic
    Invoice is paid in Keap Max Classic
  • Keap Max Classic
    Tag is applied to contact in Keap Max Classic Instant
  • 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
  • Nusii
    Proposal is accepted in Nusii Instant
  • Nusii
    Proposal is sent in Nusii Instant
  • Nusii
    Proposal is rejected in Nusii Instant
  • Nusii
    Proposal is created in Nusii Instant
  • Nusii
    Proposal is updated in Nusii Instant
  • Nusii
    Proposal activity is created in Nusii
  • Nusii
    Client has seen the proposal in Nusii Instant
  • Nusii
    Client is created in Nusii Instant
  • Nusii
    Client is updated in Nusii Instant
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
  • Nusii
    Create proposal in Nusii
  • Nusii
    Create client in Nusii
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