Keap Max Classic + Solve CRM Integration

Integrate Keap Max Classic to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Qualify leads, create contacts and companies, sync customer details, and update your pipeline 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
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
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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
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

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Ready Workflows Ready Workflows for Keap Max Classic + Solve CRM Integration

Capture leads, create contacts in Solve CRM, sync company data, and keep your records updated, all in just one click.

Most popular automationsmost-popular-automations
Solve CRM + Keap Max Classic Integration

Create Keap Max Classic contact for new Solve CRM 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 Solve CRM - Keap Max Classic integration, anytime a new Solve CRM 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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Keap Max Classic + Solve CRM Integration

Create Solve CRM 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 Solve CRM 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 + Solve CRM Integration

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

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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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 + Solve CRM flow

Send customer data to billing systems, schedule calls, notify your support team, and sync invoices. Pick a combination and activate it in one click.

Keap Max Classic
Solve CRM
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ShopifyShopify (4)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
S
K
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Create a Keap Max Classic contact and a Solve CRM contact whenever a new Shopify order is placed.
New Shopify orders instantly generate contacts in both Keap Max Classic and Solve CRM without manual data entry.
S
K
S
When a new Shopify customer is registered, create a company in Keap Max Classic and a contact in Solve CRM.
Sync new Shopify customer accounts directly into Keap Max Classic companies and Solve CRM contacts.
S
K
S
When a Shopify order is fulfilled, update contact details in Keap Max Classic and create a contact in Solve CRM.
Keep Keap Max Classic and Solve CRM synchronized whenever fulfillment updates occur in Shopify.
S
K
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If a Shopify order value exceeds high-tier limits, create an order in Keap Max Classic and a contact in Solve CRM.
Route high-value Shopify orders directly into Keap Max Classic and Solve CRM for priority handling.

Supported triggers and actions for Keap Max Classic and Solve CRM

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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Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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What can you automate with Keap Max Classic + Solve CRM?

Streamline your customer journey and service workflows by connecting Keap Max Classic and Solve CRM for instant, error-free synchronization.

What you can automate?
🔄
Sync contacts between Keap Max Classic and Solve CRM instantly
Automatically create contacts in Solve CRM the moment a new contact is generated in Keap Max Classic. Eliminate manual data entry and ensure marketing and service teams share identical records.
📋
Capture every submitted field accurately
Map all custom contact details, tags, and company information across platforms instead of transferring just names and emails. Your CRM databases retain complete context for every customer.
🔔
Notify the right team member immediately
Alert appropriate staff members via messaging apps or email as soon as new contacts or company accounts are established in your workspace.
🔀
Route records based on submitted criteria
Apply conditional rules to send high-value leads or specific tiers to specialized team boards while routing standard submissions normally.
✏️
Keep existing records updated automatically
Update contact details, company information, and notes across both platforms whenever changes occur in Keap Max Classic.
🔍
Prevent duplicates with smart search and upsert
Check existing database records before creating new entries to ensure clean data management without redundant contact entries.
💰
Handle payment and invoice status changes
Trigger automated workflows when invoices are paid or subscriptions are updated, reflecting financial milestones in your CRM records.
🌐
Extend workflows with supporting apps
Connect billing systems, calendars, or communication tools like Slack to build comprehensive multi-step pipelines starting from your core pair.
And much more...

Who is Keap Max Classic + Solve CRM integration for?

Teams connecting Keap Max Classic and Solve CRM eliminate manual data entry, streamline customer management, and keep records perfectly synchronized across platforms.

Revenue operations managers
Revenue operations managers
Customer success teams
Customer success teams
Account managers
Account managers
High-volume sales teams
High-volume sales teams
Handoff coordinators
Handoff coordinators
Data administrators
Data administrators
📈
Revenue operations managers
You're reconciling customer pipelines between marketing and support systems but your reporting dashboards only update when someone manually exports records, so the metrics you're optimising against are always a few hours behind — with this integration, every new contact lands in both platforms instantly and your data stays current.
Customer success teams
You need to act fast on new client accounts, and you find out too late when leads are created without cross-platform syncing — this integration means every new submission creates contacts instantly, giving your team immediate context.
🤝
Account managers
You answer to clients who want to see active engagement and organized records, but tracking updates manually leaves gaps in your history — automating both apps means your records update automatically, satisfying every reporting requirement.
📊
High-volume sales teams
The volume of inbound leads is too high for anyone to keep up by hand, leading to missed follow-ups and duplicated contacts — connecting these apps means every submission is processed instantly, scaling your capacity without extra headcount.
🔄
Handoff coordinators
You own the customer onboarding stage and depend on someone upstream to hand over accurate contact details, but manual copy-pasting causes frequent delays — this integration means client handoffs happen automatically the moment a lead is created.
🗂️
Data administrators
You need a reliable history of customer interactions and keep finding missing entries due to human error during manual entry — automating both apps means your database remains complete, accurate, and audit-ready.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Keap Max Classic + Solve CRM

Build and manage your Keap Max Classic + Solve CRM 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 + Solve CRM 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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in $19.99

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Frequently Asked Questions

How do I connect Keap Max Classic to Solve CRM?
Frequently Asked Questions
You can connect Keap Max Classic and Solve CRM instantly using 1-click ready workflows or ask Integrately AI to build your automation. It integrates smoothly with 1,500+ other apps like Shopify, Slack, and Gmail.
Can I automatically sync new Keap Max Classic contacts to Solve CRM?
Frequently Asked Questions
Can I connect Keap Max Classic, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Keap Max Classic and Solve CRM?
Frequently Asked Questions
How does Keap Max Classic handle contact updates in this integration?
Frequently Asked Questions
Can Solve CRM company records be created from Keap Max Classic data?
Frequently Asked Questions
Do I need coding skills to set up Keap Max Classic and Solve CRM integration?
Frequently Asked Questions
Is the Keap Max Classic and Solve CRM integration free?
Frequently Asked Questions
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Solve CRM
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