Keap Max Classic + SmartSuite Integration

Integrate Keap Max Classic to SmartSuite in one click, or tell Integrately AI how you want each contact handled. Sync customer details, update project boards, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Keap Max Classic
    Contact is updated in Keap Max Classic
  • 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
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
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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
  • SmartSuite
    Search record in SmartSuite
  • SmartSuite
    Create record in SmartSuite
  • SmartSuite
    Update record in SmartSuite
  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite

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Ready Workflows Ready Workflows for Keap Max Classic + SmartSuite Integration

Capture contacts, create project records, update statuses, alert your team, and send follow-ups, all in just one click.

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

Create SmartSuite row for new Keap Max Classic invoice

With this Keap Max Classic - SmartSuite integration, whenever a new Keap Max Classic invoice is placed, a new SmartSuite row 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 SmartSuite 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 + SmartSuite Integration

Create SmartSuite row for new Keap Max Classic contact

When a new contact is created in your Keap Max Classic software, automatically create a row for them in your SmartSuite. 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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SmartSuite + Keap Max Classic Integration

Create Keap Max Classic contact for new SmartSuite row

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

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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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 + SmartSuite flow

Send contact data to messaging tools, billing platforms, and spreadsheets the moment your core workflows finish. Pick a combination and activate it in one click.

Keap Max Classic
SmartSuite
+
StripeStripe (4)
+
CalendlyCalendly (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
TypeformTypeform (3)
+
QuickBooks OnlineQuickBooks Online (3)
K
S
S
Create a Stripe customer for every new Keap Max Classic contact, and add a record in SmartSuite
New Keap Max Classic contacts instantly generate a Stripe customer profile and a SmartSuite record without manual entry.
K
S
S
When an invoice is paid in Keap Max Classic, record the payment in Stripe and update the SmartSuite record
Paid Keap Max Classic invoices update Stripe payments and refresh your SmartSuite records automatically.
K
S
S
When a subscription is created in Keap Max Classic, create a Stripe customer and a SmartSuite record
New subscriptions in Keap Max Classic automatically set up Stripe accounts and SmartSuite project entries.
K
S
S
Create a Stripe product when a product is created in Keap Max Classic, and add a record in SmartSuite
New Keap Max Classic products instantly populate your Stripe catalogue and SmartSuite inventory base.

Supported triggers and actions for Keap Max Classic and SmartSuite

Mix and match to build the exact automation you need

Keap Max Classic
Keap Max Classic Triggers & Actions
Contact is updated in Keap Max Classic
Triggers the automation when a contact is updated
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Invoice is paid in Keap Max Classic
Triggers the automation when an invoice is paid
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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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SmartSuite
SmartSuite Triggers & Actions
Record is created in SmartSuite
Triggers the automation when a new record is created
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Record is updated in SmartSuite
Triggers the automation when any record is updated
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Search record in SmartSuite
Searches for a record within a given database
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Create record in SmartSuite
Generates a new record
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Update record in SmartSuite
Updates a record with new information
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Find Multiple Records (As Line Items) in SmartSuite
Retrieves and display multiple records as individual line items for easy reference and organization
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What can you automate with Keap Max Classic + SmartSuite?

Streamline your customer operations by connecting contact creation, invoice tracking, and project record updates.

What you can automate?
🔄
Sync new Keap Max Classic contacts to SmartSuite automatically
Every new contact created in Keap Max Classic instantly generates a corresponding record in your SmartSuite workspace. Eliminate duplicate data entry and keep your team aligned.
📋
Capture every submitted field in your project records
Map complete contact details, company profiles, and custom field data from Keap Max Classic straight into your SmartSuite tables without manual copying.
🔔
Alert your team the moment an invoice is paid
Trigger instant notifications in messaging tools or update project boards as soon as a Keap Max Classic invoice is paid or a subscription starts.
🔀
Route records based on submitted contact tags
Send contacts to different SmartSuite views or tables depending on the tags applied in Keap Max Classic, ensuring proper workflow segmentation.
📝
Keep project records current when contact details change
Update existing SmartSuite entries automatically whenever a contact or company is modified in Keap Max Classic, maintaining a single source of truth.
🔍
Find and update existing records without creating duplicates
Search your SmartSuite database for existing entries before writing new data, preventing duplicate records from cluttering your workspace.
💳
Manage later status changes like paid invoices or new subscriptions
Handle lifecycle events such as paid invoices, new subscriptions, and created opportunities by updating project statuses in SmartSuite.
Extend your workflow with popular third-party tools
Connect Stripe, Slack, Gmail, or Calendly to your Keap Max Classic and SmartSuite pipeline for comprehensive multi-step automations.
And much more...

Who is Keap Max Classic + SmartSuite integration for?

Sales managers, project coordinators, and operations teams use this integration to keep customer data and project tracking aligned.

Operations managers
Operations managers
Customer success leads
Customer success leads
Sales directors
Sales directors
Project coordinators
Project coordinators
Finance administrators
Finance administrators
Business owners
Business owners
⚙️
Operations managers
You're managing customer pipelines in Keap Max Classic but your project records in SmartSuite only update when someone manually exports data, so your team status reports are always out of date — with this integration, every new contact lands in SmartSuite instantly and your operations data stays current.
🤝
Customer success leads
You're tracking client onboarding in Keap Max Classic but support details take hours to reach SmartSuite, so onboarding handoffs get delayed — automating both apps means every client update reaches SmartSuite immediately and your team acts on fresh information.
📈
Sales directors
You're closing deals in Keap Max Classic but deal stage changes fail to sync with SmartSuite pipelines, so revenue forecasts miss active opportunities — connecting these apps means every closed deal updates SmartSuite instantly and your pipeline reporting is always accurate.
📋
Project coordinators
You're scheduling project tasks in SmartSuite based on Keap Max Classic submissions, but manual data entry causes missed deadlines, so project delivery stumbles — this integration means every submission creates a SmartSuite record automatically and project tracking runs without gaps.
💳
Finance administrators
You're recording paid invoices in Keap Max Classic but ledger updates in SmartSuite lag behind, so accounts reconciliation becomes a manual chore — automating both apps means every paid invoice updates SmartSuite right away and financial records match up.
🏢
Business owners
You're overseeing customer journeys in Keap Max Classic while tracking company projects in SmartSuite, but disconnected systems hide project bottlenecks, so growth stalls — integrating these apps means every customer action flows into SmartSuite and you get complete visibility across your business.
Our team

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Why choose Integrately to automate Keap Max Classic + SmartSuite

Build and manage your Keap Max Classic + SmartSuite 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 + SmartSuite 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 SmartSuite?
Frequently Asked Questions
You can connect Keap Max Classic to SmartSuite in one click using ready-made workflows on Integrately. Select a pre-built template, link your accounts, and let the integration handle contact sync and project updates automatically.
Can I automatically create SmartSuite records from Keap Max Classic contacts?
Frequently Asked Questions
Can I connect Keap Max Classic, SmartSuite, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Keap Max Classic and SmartSuite?
Frequently Asked Questions
How does Keap Max Classic data sync with SmartSuite?
Frequently Asked Questions
Can I update existing SmartSuite records when Keap Max Classic contacts change?
Frequently Asked Questions
Do I need coding skills to automate Keap Max Classic and SmartSuite?
Frequently Asked Questions
Is the Keap Max Classic and SmartSuite integration free?
Frequently Asked Questions
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You Can Also Connect Keap Max Classic or SmartSuite With 1500+ Other Apps

Keap Max Classic
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SmartSuite
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Sync SmartSuite with project management, reporting, and communication tools to keep team workflows organized.