An automated workflow using zapier
Connects Keap Max Classic + Solve CRM
Send new contacts tagged on Infusionsoft to Solve CRM
About this workflow template
This automation scenario allows you to connect Keap Max Classic and Solve CRM
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
Keap Max Classic and Solve CRM 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 Solve CRM
Create Contact in Solve CRM
Create a new contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send new contacts tagged on Infusionsoft to Solve CRM.
Part I
Configure Applications
First, we need to connect Keap Max Classic and Solve CRM 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 Solve CRM to Zapier.
Give Zapier access to your Solve CRM account, using Solve CRM 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 Solve CRM
Choose this action: Create Contact (Create a new contact.).
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 Solve CRM.
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 Send new contacts tagged on Infusionsoft to Solve CRM!
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
Create contact
Create a new contact.
actionbyzapierintegratelyCreate company
Creates a new company.
actionbyzapierintegratelyNew tagged contact
Triggers when a specific tag is applied to a contact.
triggerbyzapierNew contact
Triggers when you add a new contact.
triggerbyzapierNew workgroup
Triggers when a new workgroup is created.
triggerbyzapierTags for contact
Fetches the categories for contacts.
triggerbyzapier
Apps you need
Keap Max Classic alternatives
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.
