Keap Max Classic + Phone.com Integration

Connect Keap Max Classic to Phone.com in 1 click

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Popular Keap Max Classic + Phone.com Workflows

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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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Keap Max Classic + Phone.com 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
  • 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
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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