Connect Keap Max Classic and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Company Is Added
Company Is Updated
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use Keap Max Classic and CRM.io automations
Actions and Triggers
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
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
List All lists
Retrieves the detail of all lists
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Frequently Asked Questions
To start, connect both your Keap Max Classic and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Keap Max Classic triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Keap Max Classic data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Keap Max Classic and CRM.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Keap Max Classic and CRM.io. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn More
