Connect Keap Max Classic and encircle to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Keap Max Classic
Choose an Action
Automatically do this!
- Request a new Action for encircle
Enable Integrations or automations with these events of Keap Max Classic and encircle
Enable Integrations or automations with these events of Keap Max Classic and encircle
Actions
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
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Frequently Asked Questions
To start, connect both your Keap Max Classic and encircle accounts to viaSocket. Once connected, you can set up a workflow where an event in Keap Max Classic triggers actions in encircle (or vice versa).
Absolutely. You can customize how Keap Max Classic data is recorded in encircle. This includes choosing which data fields go into which fields of encircle, setting up custom formats, and filtering out unwanted information.
The data sync between Keap Max Classic and encircle 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 encircle. 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 encircle
Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.
Learn More
