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Popular Keap Max Classic + Platform.ly Workflows
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Create Platform.ly contact for new Keap Max Classic contact
Thus, integration of your new Platform.ly 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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Create Platform.ly contact for new Keap Max Classic invoice
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 Platform.ly 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 Platform.ly contact for every Keap Max Classic invoice, you can maximize your chances of success with each customer.
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When Contact is created in Platformly > Create/Update contact in Keap Max Classic
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Update Keap Max Classic contact from new Platform.ly contact
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Update Platform.ly contact from new Keap Max Classic contact
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Add tag to a contact in Platform.ly for new Keap Max Classic contact
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Tag existing contact in Keap Max Classic for new Platform.ly contact
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When Invoice is created in Keap Max Classic > Check any condition > Search contact in Platform.ly > Check any condition > Update Contact in Platform.ly
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When Subscription is created in Keap Max Classic > Check any condition > Search contact in Platform.ly > Check any condition > Update Contact in Platform.ly
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When Invoice is created in Keap Max Classic > in {{action.1.App}} > Create order in Keap Max Classic > Tag existing contact in Keap Max Classic
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When Subscription is created in Keap Max Classic > in {{action.1.App}} > Create order in Keap Max Classic > Tag existing contact in Keap Max Classic
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When Contact is created in Keap Max Classic > Check condition > Create Contact in Platform.ly
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When Tag is applied to contact in Keap Max Classic > Create Contact in Platform.ly
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When Invoice is created in Keap Max Classic > Check any condition > Create Contact in Platform.ly > Check any condition > Add segment to contact in Platform.ly
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Create Your Own Keap Max Classic & Platform.ly Integration Without Any Code
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Integrate Keap Max Classic & Platform.ly In 1 Click
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You Can Also Connect Keap Max Classic or Platform.ly With 1200+ Other Apps
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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.
See Keap Max Classic Integrations
Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.
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