Keap Max Classic + Salesforce Integration

Connect Keap Max Classic to Salesforce in 1 click

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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
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows   for Keap Max Classic + Salesforce Integration

Just click on the workflow you want to automate

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

Create Salesforce record for new Keap Max Classic contact

When a new contact is created in your Keap Max Classic software, automatically create a record for them in your Salesforce. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Salesforce + Keap Max Classic Integration

Create Keap Max Classic contact for new Salesforce record

Are you tired of manually creating Keap Max Classic contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create Keap Max Classic contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Keap Max Classic {{action.Contact} creation!
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Keap Max Classic + Salesforce Integration

Create Salesforce 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 Salesforce 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 + Salesforce Integration

Create Salesforce record for new Keap Max Classic invoice

With this Keap Max Classic - Salesforce integration, whenever a new Keap Max Classic invoice is placed, a new Salesforce record will be created for it. This simple automation will help you keep track of your invoices and make sure that each one is processed properly.

You can even customize your Salesforce spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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Keap Max Classic + Salesforce Integration

Create Salesforce 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 Salesforce? This integration will allow you to automatically create a contact for each new invoice in Salesforce.

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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Keap Max Classic + Salesforce Integration

Create Salesforce opportunity for new Keap Max Classic contact

This automation makes it easy to create new opportunitys in Salesforce when a new contact is created in Keap Max Classic. Just connect your accounts, and every time a new contact is created in Keap Max Classic, a new opportunity will automatically be created in Salesforce.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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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 Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

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Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.