ConditionalVisibility

new-products-promo

Customer stories

automation-inspiration-infusionsoft-00-hero

Calendly

Facebook Lead Ads

Formsite

Gmail

Infusionsoft

Slack

Typeform

Wufoo

It's easy for a small business to get overwhelmed by the sheer number of apps and tools available for every aspect of a business.

How small businesses use Keap Max Classic and Zapier to save time—and money

Using Typeform to collect contact data? Instead of manually adding each Typeform entry as a contact in Keap Max Classic, Zapier can do it for you. Just setup this integration, and Zapier sill copy the data from your form entries and use it to make new Keap Max Classic contacts. 

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

Keap

Triggers when a new Action Sequence is added.

New Action Sequence

For Ulimate users, triggers when a new affiliate is added.

New Affiliate

For Ultimate users: triggers when a new appointment is added, deleted, or edited.

New Appointment Event

Triggers when a company is added, deleted, or edited.

New Company Event

New Contact

Triggers when a invoice is added, deleted, or edited.

New Invoice Event

Triggers when a new note is added, deleted, or edited.

New Note Event

Triggers when an opportunity is added, deleted, edited, or when the opportunity stage moves.

New Opportunity Event

Triggers when a product is added, edited, or deleted.

New Product Event

Triggers when a subscription is added, edited, or deleted.

New Subscription Event

Triggers when a new Subscription Plan is added.

New Subscription Plan

Triggers when a tag is added, edited, deleted, or applied to a contact.

New Tag Event

Triggers when a task is added, deleted, edited, complete or incomplete.

New Task (All Tasks)

Triggers when a new credit card charge is made. (Merchant Only).

New Credit Card Charge - Merchant Only

Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.

New Invoice

Triggers when a New Manual Payment is added. (Cash or Check).

New Manual Payment – (Cash, Check)

Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.

New Payment (All Payment Type)

Triggers when a tag is applied to a contact.

New Contact Tag

Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.

New Assigned Task

Triggers when an existing contact is updated.

Updated Contact

Triggers when an opportunity stage is moved.

Opportunity Stage Moved

Find Contact

Find Company

Find Invoice

Find or Create Contact

Find or Create Company

Create Product

Create Company

Create Invoice

Create Note

Create Task

Add a product to an already existing Invoice

Add a Product to an Invoice

Remove Tag From Contact

Send Email

Tag Contact

Update Company

Creates a new contact or updates an existing contact.

Create or Update Contact

Create or update Keap Max Classic contacts from new Typeform entries

Constantly importing form submission data from Wufoo into Keap Max Classic is a pain. This Wufoo-Keap Max Classic Zapier integration solves that problem by automatically creating new contacts in Keap Max Classic from new Wufoo form submissions.

Wufoo is an easy way to create and manage HTML forms.

Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.

New Entry (poll)

Triggers when a new field is added to a form.

New Field

New Form

Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).

Triggers when someone fills out your form.

New Subscription Entry

Find a form submission by a field and its value.

Find a Submission

Creates a new entry in Wufoo for a form and data you select (except not files).

Create Entry (Legacy)

Creates a new entry in Wufoo for a form and data you select.

Create Entry

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Keap Max Classic

Triggers when a new action sequence is added.

New Company

Triggers when you add a new action for a contact (task, note, or appointment).

New Contact Action

Triggers when a tag gets added to a contact.

Tag Added to Contact

Triggers when a credit card charge is processed from Infusionsoft through a merchant account.

Credit Card Charge

Triggers when you add a new expense for an opportunity or leadsource.

New Expense

New Opportunity

Triggers when you add a new invoice (with line item support).

Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.).

New Payment

New Product

Triggers when a contact subscribes to plan.

New Subscription

Triggers when a contact unsubscribes from plan.

Cancelled Subscription

Triggers when you add a new subscription plan.

New Tag

Find a Contact by their Email Address or Username.

Find a Contact

Find an Invoice by specifying a Contact and Invoice details.

Find an Invoice

Creates a new contact. Can be used to update existing contacts too.

Create/Update Contact

Tag Existing Contact

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

Create Order

Update Contact

Create Keap Max Classic contacts from new Wufoo entries

Don't run the risk of overlooking a potential customer just because you were too busy to add their information to all your apps. This integration will trigger with each new lead on Facebook,  passing the data over to Keap Max Classic automatically. If a match is found for your lead, the contact will be updated, otherwise, a new one will be created for you with all the information they submitted.

Create or update Keap Max Classic contacts from new Facebook Lead Ads leads

Ever wished you could follow up with people after meetings end? This Zapier integration takes care of that for you! Once set up, new Keap Max Classic contacts will be automatically created from events invitees in your Calendly account.

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

How small businesses use Keap Max Classic and Zapier to save time—and money

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