Integrate Keap Max Classic with Retently
Trigger NPS/CSAT surveys after significant customer interactions like purchases or email campaigns, sync customer profiles to ensure up-to-date contact information, and use survey feedback to refine marketing strategies and customer service approaches.
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About Keap Max Classic
Keap Max Classic is marketing and sales automation software designed for small businesses, providing CRM, email marketing, and e-commerce functionalities.
Keap Max Classic to Retently
New Action Sequence
Triggers when a new action sequence is added.New Company
Triggers when you add a new company.New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.New Invoice
Triggers when you add a new invoice.New Product
Triggers when you add a new product.Cancelled Subscription
Triggers when a contact unsubscribes from a plan.New Tag
Triggers when you add a new tag.New Affiliate
Triggers when you add a new affiliate.New Contact
Triggers when you add a new contact.Tag Added to Contact
Triggers when a tag gets added to a contact.New Expense
Triggers when you add a new expense for an opportunity or lead source.New Opportunity
Triggers when you add a new opportunity.New Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.).New Subscription
Triggers when a contact subscribes to a plan.New Subscription Plan
Triggers when you add a new subscription plan.Retently to Keap Max Classic
Create Contact
Creates a new contact.Send Email
Creates and sends a new email to a contact or multiple contacts, and records the email in the contacts' email history.Create Order
Creates a new order.Update Contact
Updates an existing contact.Find an Invoice
Finds an invoice by specifying a contact and invoice details.Create Company
Creates a new company.Tag Existing Contact
Applies a tag to an existing contact.Create Note
Creates a note on an existing contact.Create Product
Creates a new product.Find a Contact
Finds a contact by their email address or username.Find or Create Contact
Finds or creates a specific contact.
Alex Bitca
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