This automation scenario allows you to connect Zapier Email Parser and Keap Max Classic
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
When this trigger fires in Zapier Email Parser
Triggers when a mailbox gets a new email. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.
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 Update Infusionsoft contacts with new parsed emails.
Part I
First, we need to connect Zapier Email Parser and Keap Max Classic to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zapier Email Parser to Zapier.
Give Zapier access to your Zapier Email Parser account, using Zapier Email Parser 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 Zapier Email Parser
Choose the following trigger: New Email (Triggers when a mailbox gets a new email. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.).
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 Zapier Email Parser 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 Update Infusionsoft contacts with new parsed emails!
Triggers when a tag gets added to a contact.
Triggers when you add a new contact.
Triggers when you add a new invoice.
Triggers when you add a new opportunity.
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Triggers when you add a new action for a contact (task, note, or appointment).
Triggers when a mailbox gets a new email. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.
Triggers when a new mailbox is added.
Send emails to your custom @robot.zapier.com address and effortlessly extract data with Zapier Email Parser.
Zapier Email Parser alternatives
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