
When this happens...
New Contact Created
New Company Is Added
Company Is Updated
Automatically do this!
Send Approval Email
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new contact created
Runs when new company is added
Runs when company is updated
Action is the task that follows automatically within your Keap Max Classic integrations.
Create or update a contact
Retrieve contacts by filters
Create a company record
Add a note to a contact
Retrieve companies
Request approval via email
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To start, connect both your Keap Max Classic and Email accounts to viaSocket. Once connected, you can set up a workflow where an event in Keap Max Classic triggers actions in Email (or vice versa).
Absolutely. You can customize how Keap Max Classic data is recorded in Email. This includes choosing which data fields go into which fields of Email, setting up custom formats, and filtering out unwanted information.
The data sync between Keap Max Classic and Email 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 Email. 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.
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 MoreHuman Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
Learn More