An automated workflow using zapier
Connects Keap Max Classic + Campaign Monitor
Update Campaign Monitor subscribers from tagged Infusionsoft contacts
About this workflow template
This automation scenario allows you to connect Keap Max Classic and Campaign Monitor
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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
Keap Max Classic and Campaign Monitor can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Keap Max Classic
Tag Added to Contact in Keap Max Classic
Triggers when a tag gets added to a contact.
Then this action happens in Campaign Monitor
Update Subscriber in Campaign Monitor
Update a subscriber on a list.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Update Campaign Monitor subscribers from tagged Infusionsoft contacts.
Part I
Configure Applications
First, we need to connect Keap Max Classic and Campaign Monitor to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.
Connect Campaign Monitor to Zapier.
Give Zapier access to your Campaign Monitor account, using Campaign Monitor credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Keap Max Classic
Choose the following trigger: Tag Added to Contact (Triggers when a tag gets added to a contact.).
Then set up an Action for Campaign Monitor
Choose this action: Update Subscriber (Update a subscriber on a list.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Keap Max Classic and Campaign Monitor.
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 Update Campaign Monitor subscribers from tagged Infusionsoft contacts!
Related Automation Templates
Supported triggers and actions
Tag added to contact
Triggers when a tag gets added to a contact.
triggerbyzapierNew contact
Triggers when you add a new contact.
triggerbyzapierautomateioNew invoice
Triggers when you add a new invoice.
triggerbyzapierautomateioNew opportunity
Triggers when you add a new opportunity.
triggerbyzapierautomateioNew payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
triggerbyzapierautomateioNew contact action
Triggers when you add a new action for a contact (task, note, or appointment).
triggerbyzapierautomateio
Add subscriber
Create a new subscriber on a list.
actionbyzapierautomateiointegratelypabbly-connectSend smart transactional email
Sends a smart transactional email.
actionbyzapierintegratelyAdd a subscriber
Creates a new subscriber.
actionbyintegromatUpdate subscriber
Update a subscriber on a list.
actionbyzapierintegratelypabbly-connectUnsubscribe
Remove a subscriber from a list.
actionbyzapierpabbly-connectUnsubscribe a subscriber
Unsubscribes from a list.
actionbyintegromat
Apps you need
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
