Popular Platform.ly + Keap Max Classic Workflows
Create Platform.ly contact for new Keap Max Classic contact
Thus, integration of your new Platform.ly 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.
Create Platform.ly contact for new Keap Max Classic invoice
There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Platform.ly contact and start sending them targeted communications.
In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Platform.ly contact for every Keap Max Classic invoice, you can maximize your chances of success with each customer.
When Contact is created in Platformly > Create/Update contact in Keap Max Classic
Update Keap Max Classic contact from new Platform.ly contact
Update Platform.ly contact from new Keap Max Classic contact
Add tag to a contact in Platform.ly for new Keap Max Classic contact
Tag existing contact in Keap Max Classic for new Platform.ly contact
When Invoice is created in Keap Max Classic > Check any condition > Search contact in Platform.ly > Check any condition > Update Contact in Platform.ly
When Subscription is created in Keap Max Classic > Check any condition > Search contact in Platform.ly > Check any condition > Update Contact in Platform.ly
When Invoice is created in Keap Max Classic > in {{action.1.App}} > Create order in Keap Max Classic > Tag existing contact in Keap Max Classic
When Subscription is created in Keap Max Classic > in {{action.1.App}} > Create order in Keap Max Classic > Tag existing contact in Keap Max Classic
When Contact is created in Keap Max Classic > Check condition > Create Contact in Platform.ly
When Tag is applied to contact in Keap Max Classic > Create Contact in Platform.ly
When Invoice is created in Keap Max Classic > Check any condition > Create Contact in Platform.ly > Check any condition > Add segment to contact in Platform.ly
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Create Your Own Platform.ly & Keap Max Classic Integration In Clicks
Integrate Platform.ly & Keap Max Classic In 1 Click
And Save Time & Money Both
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You Can Also Integrate Platform.ly & Keap Max Classic With 1100+ Other Apps
Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.
See Platform.ly IntegrationsKeap 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.
See Keap Max Classic Integrations❤Trusted by 10,000+ Customers
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