This automation scenario allows you to connect Gmail and Keap Max Classic
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Gmail and Keap Max Classic can also be integrated using automation tools other than zapier:
When this trigger fires in Gmail
Triggers when a new e-mail appears in the specified mailbox.
Then this action happens in Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
This guide contains information on how to set up an automatic workflow that allows to Add new Gmail emails to Keap Max Classic as contacts [Business Gmail Accounts Only].
Part I
First, we need to connect Gmail and Keap Max Classic to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Gmail
Choose the following trigger: New Email (Triggers when a new e-mail appears in the specified mailbox.).
Then set up an Action for Keap Max Classic
Choose this action: Create/Update Contact (Creates a new contact. Can be used to update existing contacts too.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gmail and Keap Max Classic.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Gmail emails to Keap Max Classic as contacts [Business Gmail Accounts Only]!
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you label an email.
Triggers when you receive a new attachment (triggers once per attachment).
Triggers when a new email is received to be processed according to specified criteria.
Triggers when you receive a new email and star it within two days.
Creates a new contact. Can be used to update existing contacts too.
Applies a tag to an existing contact.
Creates a note on an existing contact
Updates an 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 a new company.
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