Connect Keap Max Classic and Cloze
Integrate Keap Max Classic with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from Keap Max Classic when Company Change in Cloze
List Contacts from Keap Max Classic when Person Change in Cloze
Create Company in Keap Max Classic when Project Change in Cloze
List Companies from Keap Max Classic when Company Change in Cloze
Add Note to Contact in Keap Max Classic when Company Change in Cloze
Popular Keap Max Classic + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Keap Max Classic
When this happens...
New Contact Created
New Company Is Added
Company Is Updated
Choose an action
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
List Contacts from Keap Max Classic when Company Change in Cloze
Use this flowList Contacts from Keap Max Classic when Person Change in Cloze
Use this flowCreate Company in Keap Max Classic when Project Change in Cloze
Use this flowList Companies from Keap Max Classic when Company Change in Cloze
Use this flowAdd Note to Contact in Keap Max Classic when Company Change in Cloze
Use this flowList all Project from Cloze when Company Is Updated in Keap Max Classic
Use this flowCreate Company in Keap Max Classic when Person Change in Cloze
Use this flowList People from Cloze when New Contact Created in Keap Max Classic
Use this flowCreate a Note in Cloze when Company Is Updated in Keap Max Classic
Use this flowList Contacts from Keap Max Classic when Project Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Keap Max Classic and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when new contact created
New Company Is Added
Runs when new company is added
Company Is Updated
Runs when company is updated
Person Change
Triggers when a person is changed.
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Do thisActions
Action is the task that follows automatically within your Keap Max Classic integrations.
Add or Update Contact
Create or update a contact
List Contacts
Retrieve contacts by filters
Create Company
Create a company record
Add Note to Contact
Add a note to a contact
List Companies
Retrieve companies
Delete Company
Deletes an existing company by its company Id
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Keap Max Classic
Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
Learn moreSimilar apps
About Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Keap Max Classic and Cloze accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Keap Max Classic and Cloze as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cloze. No coding required.
Yes. You can set up a workflow where Keap Max Classic triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Keap Max Classic. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Keap Max Classic and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Keap Max Classic and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
