Connect Keap Max Classic and Savvy Folders 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!
- Request a new Action for Savvy Folders
Enable Integrations or automations with these events of Keap Max Classic and Savvy Folders
Enable Integrations or automations with these events of Keap Max Classic and Savvy Folders
Triggers
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
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 Savvy Folders accounts to viaSocket. Once connected, you can set up a workflow where an event in Keap Max Classic triggers actions in Savvy Folders (or vice versa).
Absolutely. You can customize how Keap Max Classic data is recorded in Savvy Folders. This includes choosing which data fields go into which fields of Savvy Folders, setting up custom formats, and filtering out unwanted information.
The data sync between Keap Max Classic and Savvy Folders 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 Savvy Folders. 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 Savvy Folders
Savvy Folders is a cutting-edge platform designed to streamline and enhance your file management and storage needs. With intuitive features and robust security, it offers a seamless experience for organizing, sharing, and accessing your digital files from anywhere, at any time. Ideal for both personal and professional use, Savvy Folders ensures that your documents are always at your fingertips, making collaboration and productivity effortless.
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