Connect Keap Max Classic and Togile 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!
Create lead
Create Company
Create Contact
Update Lead
Get Products and Services By Name
Create User
Create New Task
Ready to use Keap Max Classic and Togile 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
New Lead
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
New Contact
Triggers when a contact is added in Togile and returns the contact details.
Edit Lead
Update an existing lead's details in Togile CRM.
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
Create lead
Create a new lead from contact details with optional email, phone, source, and custom fields.
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Frequently Asked Questions
To start, connect both your Keap Max Classic and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in Keap Max Classic triggers actions in Togile (or vice versa).
Absolutely. You can customize how Keap Max Classic data is recorded in Togile . This includes choosing which data fields go into which fields of Togile , setting up custom formats, and filtering out unwanted information.
The data sync between Keap Max Classic and Togile 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 Togile . 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 Togile
Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.
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