Create or update Keap Max Classic contacts for new transcripts on Olark

First, we need to connect Olark and Keap Max Classic to Zapier.

• 

  Create Zapier account.

  Create Zapier account if you don't have one.

• 

  Connect Olark to Zapier.

  Give Zapier access to your Olark account, using Olark credentials.

• 

  Connect Keap Max Classic to Zapier.

  Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

• 

  Set up a Trigger action for Olark

  Choose the following trigger: New Transcript (Triggers once when we get a new transcript.).

• 

  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.).

Finally, we need to test this automation and publish it.

• 

  Customize data flow

  Configure the data that is exchanged between Olark 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 Create or update Keap Max Classic contacts for new transcripts on Olark!