Keap Max Classic + PerfexCRM Integration

Connect Keap Max Classic to PerfexCRM in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
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2.

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Ready Workflows Ready Workflows   for Keap Max Classic + PerfexCRM Integration

Just click on the workflow you want to automate

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

Create PerfexCRM contact for new Keap Max Classic contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability 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.

Integration of your new PerfexCRM contact 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 + PerfexCRM Integration

Create PerfexCRM contact from new Keap Max Classic invoice

As an online store owner, you're likely using Keap Max Classic to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Keap Max Classic with PerfexCRM? This integration will allow you to automatically create a contact for each new invoice in PerfexCRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Automations

Top 10 Most Popular Keap Max Classic Automations from
Integrately Community

Just click on the workflow you want to automate

WhatsApp logo
Keap Max Classic logo
Create Keap Max Classic note for new WhatsApp message
Activate
Keap Max Classic logo
Manychat logo
Send ManyChat message for new Keap Max Classic company
Activate
Keap Max Classic logo
MessageBird logo
Send MessageBird message for new Keap Max Classic contact
Activate
Keap Max Classic logo
Quickbooks Online logo
Create Quickbooks Online invoice for new Keap Max Classic invoice
Activate
Keap Max Classic logo
MemberPress logo
Update MemberPress member from new Keap Max Classic contact
Activate
WhatsApp logo
Keap Max Classic logo
Create Keap Max Classic note for new WhatsApp message
Activate
Keap Max Classic logo
Manychat logo
Send ManyChat message for new Keap Max Classic company
Activate
Keap Max Classic logo
MessageBird logo
Send MessageBird message for new Keap Max Classic contact
Activate
Keap Max Classic logo
Quickbooks Online logo
Create Quickbooks Online invoice for new Keap Max Classic invoice
Activate
Keap Max Classic logo
MemberPress logo
Update MemberPress member from new Keap Max Classic contact
Activate
Elementor Forms logo
Keap Max Classic logo
Create Keap Max Classic company for new Elementor Forms form submission
Activate
Keap Max Classic logo
CompanyHub logo
Create CompanyHub contact for new Keap Max Classic contact
Activate
Keap Max Classic logo
Zoom logo
Create Zoom webinar registrant for new Keap Max Classic contact
Activate
Keap Max Classic logo
Quickbooks Online logo
Create Quickbooks Online customer for new Keap Max Classic contact
Activate
Keap Max Classic logo
WhatsApp logo
Send WhatsApp message for new Keap Max Classic opportunity
Activate
Elementor Forms logo
Keap Max Classic logo
Create Keap Max Classic company for new Elementor Forms form submission
Activate
Keap Max Classic logo
CompanyHub logo
Create CompanyHub contact for new Keap Max Classic contact
Activate
Keap Max Classic logo
Zoom logo
Create Zoom webinar registrant for new Keap Max Classic contact
Activate
Keap Max Classic logo
Quickbooks Online logo
Create Quickbooks Online customer for new Keap Max Classic contact
Activate
Keap Max Classic logo
WhatsApp logo
Send WhatsApp message for new Keap Max Classic opportunity
Activate

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Most popularmost-popular-automations
01
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
02
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
03
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
04
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
05
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
cloud
PerfexCRM
app integration
06
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
07
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
08
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
09
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
10
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
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Want to automate something else in your workflow?

You Can Also Connect Keap Max Classic or PerfexCRM With 1400+ Other Apps

Keap Max Classic
Keap Max Classic
Keap Max Classic lets you automate your customer's journey. It seamlessly combines the functionality of a CRM, e-commerce, email marketing and marketing analytics solution into one easy-to-use platform.
PerfexCRM
PerfexCRM
PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.