Keap Max Classic + Umso Integration

Integrate Keap Max Classic to Umso in one click, or tell Integrately AI how you want each submission handled. Capture leads, update your CRM, 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
  • Umso
    Email list subscriber is created in Umso Instant
  • Umso
    Custom form is submitted in Umso Instant
  • Umso
    Contact form is submitted in Umso Instant
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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

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Ready Workflows Ready Workflows for Keap Max Classic + Umso Integration

Capture form submissions, create contacts, update your CRM, alert your team, and send follow-ups, all in just one click.

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

Create Keap Max Classic contact for new Umso contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Keap Max Classic contact and Umso 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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  • 1of1
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 + Umso flow

Connect tools like Slack, Google Sheets, and Mailchimp to handle follow-ups, notifications, and record keeping after your core workflows finish. Pick a combination and activate it in one click.

Keap Max Classic
Umso
+
UmsoUmso (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
U
K
U
Create a Keap Max Classic contact for every Umso form submission and publish the site update
Every Umso form submission lands in Keap Max Classic as a new contact the moment it hits your pages. No copy-pasting, no missed follow-ups.
K
U
U
When an invoice is paid in Keap Max Classic, create a contact in Umso and update your site records
Paid Keap Max Classic invoices trigger customer creation in Umso instantly, keeping your platform records aligned.
K
U
U
When a contact is created in Keap Max Classic, update the subscriber list in Umso and refresh site data
New Keap Max Classic contacts appear in Umso subscriber lists instantly, keeping communication channels aligned.

Supported triggers and actions for Keap Max Classic and Umso

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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Umso
Umso Triggers & Actions
Instant
Email list subscriber is created in Umso
Triggers the automation when a new subscriber is added to a list
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Instant
Custom form is submitted in Umso
Triggers the automation when a custom form is submitted
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Instant
Contact form is submitted in Umso
Triggers the automation when a Contact form is submitted
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No action is available

What can you automate with Keap Max Classic + Umso?

Streamline your customer journey from website conversion to CRM tracking without writing code.

What you can automate?
🔄
Sync every form submission to your CRM
Capture contact form submissions from Umso and create corresponding contacts in Keap Max Classic automatically. Every lead is recorded without manual data entry.
📝
Map all submitted fields accurately
Transfer names, email addresses, phone numbers, and custom form inputs directly into your Keap Max Classic contact records. Your CRM data remains complete and structured.
🔔
Alert your team the moment a lead arrives
Send instant notifications to your sales channel when a new form submission is received. Your team can initiate follow-ups while prospects are actively engaged.
🔀
Route leads based on form input values
Apply specific tags or assign different follow-up sequences in Keap Max Classic depending on what options a user selects in their Umso form.
🔄
Keep your customer records up to date
Automatically update existing Keap Max Classic contact details whenever returning visitors submit new information on your Umso website.
🏷️
Tag existing contacts upon submission
Automatically apply specific tags to returning contacts in Keap Max Classic when they submit a new custom form on your Umso pages.
💳
Handle payment and invoice events
Trigger automated workflows in your connected tools whenever an invoice is paid or a subscription is created in Keap Max Classic.
🔌
Extend your workflow to team messaging
Connect Slack to your core Umso and Keap Max Classic flow to announce new customer conversions and keep your entire department informed.
And much more...

Who is Keap Max Classic + Umso integration for?

Teams managing web conversions and CRM pipelines rely on this integration to eliminate manual data entry and keep records synchronised.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Customer support leads
Customer support leads
Operations managers
Operations managers
Business owners
Business owners
📈
Performance marketers
You're running campaigns driving traffic to your pages, but your CRM reports only update when someone manually exports submissions, so the conversion counts you're optimising against are always a few hours behind — with this integration, every form submission lands in Keap Max Classic instantly and your pipeline data stays current.
Sales representatives
You need to reach out to new prospects the moment they express interest, but leads sit uncontacted in web builder notifications while you check multiple tools — this integration means every new submission creates a contact in Keap Max Classic immediately so you can follow up while interest is high.
🤝
Agency account managers
You manage client websites and need to prove lead generation results, but compiling manual weekly reports from form submissions wastes hours of billable time — automating both apps means client dashboards and CRM contact lists update themselves in real time.
📊
Customer support leads
Your support team depends on accurate customer profiles, but form submissions and billing updates often fail to sync across your web builder and CRM — connecting these apps means contact details match across every platform without manual verification.
⚙️
Operations managers
Your team wastes hours every week copying customer data between landing pages and your CRM system, leading to transcription errors and delayed handoffs — automating both apps means customer records flow securely from submission to CRM without manual intervention.
📋
Business owners
You rely on accurate customer history to make growth decisions, but missing form submissions create blind spots in your sales funnel — this integration means every interaction is recorded accurately in Keap Max Classic the moment it happens.
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 + Umso

Build and manage your Keap Max Classic + Umso 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 + Umso 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Keap Max Classic to Umso?
Frequently Asked Questions
You can connect Keap Max Classic to Umso in one click using pre-built templates on Integrately. Choose from 1,500+ apps, select a ready workflow, or ask Integrately AI to set up your integration instantly.
How do I automatically create Keap Max Classic contacts from Umso form submissions?
Frequently Asked Questions
Can I connect Keap Max Classic, Umso, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Keap Max Classic and Umso?
Frequently Asked Questions
How does Keap Max Classic handle contact creation during form submissions?
Frequently Asked Questions
Can Umso trigger workflows when custom forms are submitted?
Frequently Asked Questions
Do I need coding skills to automate Keap Max Classic and Umso?
Frequently Asked Questions
Is the Keap Max Classic and Umso integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Keap Max Classic or Umso With 1500+ Other Apps

Keap Max Classic
Popular Keap Max Classic Integrations
Connect Keap Max Classic to CRMs, email marketing tools, and payment gateways to manage and follow up on your customer interactions.
Umso
Popular Umso Integrations
Sync Umso with analytics, customer support, and collaboration tools to keep your web publishing workflow connected.
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Umso Integrations arrow right
No popular apps found