Keap Max Classic + Phone.com Integration

Integrate Keap Max Classic to Phone.com in one click, or tell Integrately AI how you want each contact handled. Sync new contacts, send automated SMS follow-ups, update communication records, and alert your team instantly.

Free foreverFree forever.
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 updated 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
  • Phone.com
    Call recording is created in Phone.com Instant
  • Phone.com
    SMS is recived in Phone.com Instant
  • Phone.com
    Call is completed in Phone.com Instant
  • Phone.com
    SMS is sent in Phone.com Instant
  • Phone.com
    Call log record is created in Phone.com Instant
  • Phone.com
    Call is created in Phone.com Instant
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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
  • Phone.com
    Update contact in Phone.com
  • Phone.com
    Search contact in Phone.com
  • Phone.com
    Send SMS in Phone.com
  • Phone.com
    Create Contact in Phone.com

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Ready Workflows Ready Workflows for Keap Max Classic + Phone.com Integration

Capture contacts, send instant SMS messages, sync phone numbers, update CRM records, all in just one click.

Most popular automationmost-popular-automations
Keap Max Classic + Phone.com Integration

Create Phone.com contact 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 Phone.com 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 + Phone.com Integration

Create Phone.com contact for new Keap Max Classic invoice

When a new Keap Max Classic invoice is placed, it's important to create a Phone.com 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 Phone.com 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 Phone.com contact for every Keap Max Classic invoice, you can maximize your chances of success with each customer.
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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 Keap Max Classic + Phone.com flow

Send follow-up emails, notify your team on messaging apps, schedule calls, and log financial records automatically. Pick a combination and activate it in one click.

Keap Max Classic
Phone.com
+
StripeStripe (4)
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
ActiveCampaignActiveCampaign (4)
+
Google SheetsGoogle Sheets (4)
K
P
S
When a new contact is created in Keap Max Classic, create a contact in Phone.com and create a customer in Stripe
New Keap Max Classic contacts instantly get a Phone.com profile and a Stripe customer record without manual data entry.
K
P
S
When an invoice is paid in Keap Max Classic, send a confirmation via Phone.com and create a payment in Stripe
Paid Keap Max Classic invoices trigger a Phone.com SMS confirmation and a Stripe payment record automatically.
K
P
S
When a subscription is created in Keap Max Classic, update Phone.com contacts and create a Stripe subscription
New Keap Max Classic subscriptions update Phone.com contact details and generate active Stripe subscriptions instantly.
K
P
S
When an opportunity is created in Keap Max Classic, search Phone.com contacts and create a Stripe customer
New sales opportunities in Keap Max Classic trigger a Phone.com contact lookup and a new Stripe customer profile.

Supported triggers and actions for Keap Max Classic and Phone.com

Mix and match to build the exact automation you need

Keap Max Classic
Keap Max Classic Triggers & Actions
Invoice is paid in Keap Max Classic
Triggers the automation when an invoice is paid
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Contact is updated in Keap Max Classic
Triggers the automation when a contact is updated
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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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Phone.com
Phone.com Triggers & Actions
Instant
Call recording is created in Phone.com
Triggers the automation when a call recording is created
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Instant
SMS is recived in Phone.com
Triggers the automation when an SMS is received
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Instant
Call is completed in Phone.com
Triggers the automation when a call is completed
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Instant
SMS is sent in Phone.com
Triggers the automation when an SMS is sent
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Instant
Call log record is created in Phone.com
Triggers the automation when a new call log record is created
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Instant
Call is created in Phone.com
Triggers the automation when a new call is created
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Update contact in Phone.com
Updates an existing contact
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Search contact in Phone.com
Searches for a contact
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Send SMS in Phone.com
Sends an sms
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Create Contact in Phone.com
Creates a new contact
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What can you automate with Keap Max Classic + Phone.com?

Connect your CRM and communication platform to run workflows that eliminate manual tasks and keep your data accurate.

What you can automate?
🔄
Sync contacts between Keap Max Classic and Phone.com instantly
Create a Phone.com contact automatically whenever a new contact is created in Keap Max Classic. Eliminate manual copying and keep your communication channels up to date.
📝
Capture every submitted contact detail accurately
Map all available contact fields from your forms into your phone directory and CRM profiles without losing critical background information.
🔔
Notify your team as soon as calls complete
Trigger instant team notifications and CRM updates the moment a customer call finishes on Phone.com, ensuring fast internal alignment.
🔀
Route communications based on submitted form data
Take different actions depending on specific field values submitted in your Keap Max Classic forms, tailoring your outreach effectively.
🔄
Keep destination records updated as details change
Automatically update existing contact profiles in Phone.com whenever customer information is modified in Keap Max Classic.
🛡️
Prevent duplicate records across your platforms
Search existing phone contacts before creating new entries, ensuring your database remains clean and free of redundant profiles.
💳
Manage later status updates like paid invoices
Trigger SMS confirmations and CRM notes automatically when an invoice is paid or a subscription is created in Keap Max Classic.
📊
Extend your workflow to Google Sheets
Log every synced contact and completed call into a master Google Sheets spreadsheet alongside your Keap Max Classic and Phone.com records.
And much more...

Who is Keap Max Classic + Phone.com integration for?

Connecting Keap Max Classic and Phone.com streamlines communication tracking, eliminates manual data entry, and keeps sales pipelines accurate for growing businesses.

Revenue operations managers
Revenue operations managers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Sales development reps
Sales development reps
Operations coordinators
Operations coordinators
📈
Revenue operations managers
You rely on accurate pipeline data to forecast performance, but manual contact entry leaves your dashboards outdated and incomplete — this integration means every new contact syncs instantly and your pipeline metrics stay current.
Sales representatives
You need to reach out to inbound prospects immediately, but delayed contact creation causes you to miss crucial outreach windows — with this integration, every new lead triggers instant phone records and rapid follow-ups.
🤝
Account managers
You answer to clients who expect prompt communication history, but scattered call logs leave gaps in your client profiles — automating both apps means call records update automatically and client interactions are always tracked.
📞
Customer support teams
The volume of daily calls is too high for anyone to log by hand, leading to missed follow-ups and unrecorded customer conversations — connecting these apps means every call completion instantly updates your CRM records.
💼
Sales development reps
You own the qualification step and depend on inbound forms to hand over prospect details, but manual copying slows down your response time — this integration means prospect profiles are created the moment they enter your system.
📋
Operations coordinators
You need a reliable history of all financial and communication events, but manual record-keeping keeps introducing frustrating errors into your database — automating both apps means every payment and call log creates clean, error-free entries.
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 + Phone.com

Build and manage your Keap Max Classic + Phone.com 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 + Phone.com 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
Select a trigger from Google Sheets
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 Keap Max Classic to Phone.com?
Frequently Asked Questions
You can connect Keap Max Classic to Phone.com in 1 click using ready templates on Integrately, or use Integrately AI to set up your workflow instantly along with Stripe, Gmail, and Slack.
Can I automatically create a Phone.com contact when a contact is created in Keap Max Classic?
Frequently Asked Questions
Can I connect Keap Max Classic, Phone.com, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Keap Max Classic and Phone.com?
Frequently Asked Questions
How are contact updates handled between Keap Max Classic and Phone.com?
Frequently Asked Questions
Can completed phone calls in Phone.com update Keap Max Classic records?
Frequently Asked Questions
Do I need coding skills to automate Keap Max Classic and Phone.com?
Frequently Asked Questions
Is the Keap Max Classic and Phone.com integration free?
Frequently Asked Questions
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You Can Also Connect Keap Max Classic or Phone.com With 1500+ Other Apps

Keap Max Classic
Popular Keap Max Classic Integrations
Connect Keap Max Classic with CRMs, email marketing tools, and billing platforms to streamline customer management.
Phone.com
Popular Phone.com Integrations
Sync Phone.com with helpdesks, messaging tools, and project management apps to keep team communications aligned.
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Phone.com Integrations arrow right
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