
When this happens...
New Company
New Contact

Automatically do this!
Add or Update Contact
List Contacts
Create Company
Add Note to Contact
List Companies
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new company is add in your account.
Triggers when a new contact is created.
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 Productlane integrations.
Creates a new Note on Productlane.
Creates a new contact.
Create's a new company in your account.
Delete a specific company by its id.
Creates a new segment.
Deletes a specific contact by ID from the contact list.
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To start, connect both your Productlane and Keap Max Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Productlane triggers actions in Keap Max Classic (or vice versa).
Absolutely. You can customize how Productlane data is recorded in Keap Max Classic. This includes choosing which data fields go into which fields of Keap Max Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Productlane and Keap Max Classic 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 Productlane and Keap Max Classic. 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.
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
Learn MoreKeap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
Learn More