KickoffLabs integration with Keap Max Classic
How to Save new KickoffLabs signups as contacts in Infusionsoft
Store your leads in your CRM without any manual work with this Nekton automation. When a signup comes through KickoffLabs, a contact will be created in Infusionsoft. Don't let any captured leads fall through the cracks, we will bridge the gap for you.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Save new KickoffLabs signups as contacts in Infusionsoft" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Keap Max Classic integrations
You have enough to do running a small business without worrying about manually keeping track of your customer information and marketing efforts. When you use Nekton with Keap, you can automatically update your leads and customer accounts. You can even communicate information about appointments and meetings to individual contacts, adding a level of personalization to your marketing.
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Keap Max Classic actions
Nekton can use any feature that is available in Keap Max Classic API.
Using our advanced AI, you can easily create custom automations for Keap Max Classic.
Here are some typical actions you can do in your automated workflows.
Create/Update Contact
Creates a new contact. Can be used to update existing contacts too.
Send Email
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
Creates a new order.
Update Contact
Updates an existing contact.
Find an Invoice
Find an Invoice by specifying a Contact and Invoice details.
Create Company
Create a new company.
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.