Keap Max Classic + Salesmate Integration

Connect Keap Max Classic to Salesmate - Automate your workflows in 1-click

Set up Keap Max Classic automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of Salesmate automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Keap Max Classic & Salesmate using Integrately.
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Ready Workflows For Keap Max Classic + Salesmate Integration

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most-popular-automations
Keap Max Classic + Salesmate Integration

Create Salesmate deal for new Keap Max Classic contact

This automation makes it easy to create new deals in Salesmate 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 deal will automatically be created in Salesmate.

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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Keap Max Classic + Salesmate Integration

Create Salesmate 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 Salesmate 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 + Salesmate Integration

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

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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Salesmate + Keap Max Classic Integration

Create Keap Max Classic contact for new Salesmate contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Salesmate - Keap Max Classic integration, anytime a new Salesmate contact is created, an Keap Max Classic contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Create Your Own Keap Max Classic & Salesmate Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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Keap Max Classic + Salesmate Integration
1.
  • Keap Max Classic
    Invoice is paid in Keap Max Classic

    Triggers the automation when an invoice is paid

  • Keap Max Classic
    Tag is applied to contact in Keap Max Classic

    Triggers the automation when a tag is added

    Instant
  • Keap Max Classic
    Contact is created in Keap Max Classic

    Triggers the automation when a new contact is created

  • Keap Max Classic
    Invoice is created in Keap Max Classic

    Triggers the automation when any invoice is added or modified

  • Keap Max Classic
    Opportunity is created in Keap Max Classic

    Triggers the automation when any opportunity is updated

  • Keap Max Classic
    Tag is created in Keap Max Classic

    Triggers the automation when a tag is added

  • Keap Max Classic
    Company is created in Keap Max Classic

    Triggers the automation when a new company is created

  • Keap Max Classic
    Subscription is created in Keap Max Classic

    Triggers the automation when a new subscription is created

  • Keap Max Classic
    Product is created in Keap Max Classic

    Triggers the automation when a new product is created

  • Keap Max Classic
    Affiliate is added in Keap Max Classic

    Triggers the automation when a new affiliate is added

  • Salesmate
    Contact is created in Salesmate

    Triggers the automation when a new contact is created

  • Salesmate
    Contact is updated in Salesmate

    Triggers the automation when a contact is updated

    Instant
  • Salesmate
    Deal is created in Salesmate

    Triggers the automation when a deal is created

  • Salesmate
    Deal is updated in Salesmate

    Triggers the automation when a deal is updated

    Instant
  • Salesmate
    Company is created in Salesmate

    Triggers the automation when a new company is created

  • Salesmate
    Company is updated in Salesmate

    Triggers the automation when a company is updated

    Instant
  • Salesmate
    Activity is updated in Salesmate

    Triggers the automation when an activity is updated

    Instant
  • Salesmate
    Activity is created in Salesmate

    Triggers the automation when a new activity is created

2.
  • Keap Max Classic
    Create payment in Keap Max Classic

    Creates a new payment

  • Keap Max Classic
    Create contact in Keap Max Classic

    Adds a new contact to the database

  • Keap Max Classic
    Tag existing contact in Keap Max Classic

    Tags an existing contact

  • Keap Max Classic
    Create or Update Contact in Keap Max Classic

    Adds or update contact information

  • Keap Max Classic
    Update contact in Keap Max Classic

    Updates contact information with new details

  • Keap Max Classic
    Remove tag from contact in Keap Max Classic

    Untag the contact

  • Keap Max Classic
    Get contact details by id in Keap Max Classic

    Retrieves contact details based on their id

  • Keap Max Classic
    Apply tags to contact in Keap Max Classic

    Adds tag(s) a contact

  • Keap Max Classic
    Search tag in Keap Max Classic

    Searches for a tag

  • Keap Max Classic
    Create note in Keap Max Classic

    Creates a new note in the particular format

  • Keap Max Classic
    Create order in Keap Max Classic

    Creates a new order

  • Keap Max Classic
    Create company in Keap Max Classic

    Generates a new company profile with given details

  • Keap Max Classic
    Create product in Keap Max Classic

    Generates and launch new products

  • Keap Max Classic
    Search contact in Keap Max Classic

    Finds and retrieves contact information

  • Salesmate
    Create contact in Salesmate

    Adds a new contact to the database

  • Salesmate
    Search contact in Salesmate

    Finds and retrieves contact information

  • Salesmate
    Update contact in Salesmate

    Updates contact information with new details

  • Salesmate
    Get contact by id in Salesmate

    Retrieves a contact's information based on their id

  • Salesmate
    Create deal in Salesmate

    Generates a new deal with

  • Salesmate
    Update deal in Salesmate

    Updates deal information based on new criteria or changes

  • Salesmate
    Search deal in Salesmate

    Retrieves and find a deal

  • Salesmate
    Create activity in Salesmate

    Generates a new activity or task

  • Salesmate
    Update activity in Salesmate

    Updates the activity with the latest information

  • Salesmate
    Search activity in Salesmate

    Retrieves search results based on particular criteria

  • Salesmate
    Create company in Salesmate

    Generates a new company profile with given details

  • Salesmate
    Update company in Salesmate

    Updates company information

  • Salesmate
    Search company in Salesmate

    Finds information about a company

  • Salesmate
    Create note in Salesmate

    Creates a new note in the particular format

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Integrate Keap Max Classic & Salesmate In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Keap Max Classic or Salesmate 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.

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Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.

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