Zapier Email Parser
Keap Max Classic
zapier

An automated workflow using zapier

Connects Zapier Email Parser + Keap Max Classic

Update Infusionsoft contacts with new parsed emails

About this workflow template

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.

Diagram

Update Infusionsoft contacts with new parsed emails
Workflow diagram: Zapier Email Parser + Keap Max Classic integration

How it works?

When this trigger fires in Zapier Email Parser

Zapier Email Parser

New Email 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

Keap Max Classic

Create/Update Contact in Keap Max Classic

Creates a new contact. Can be used to update existing contacts too.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Update Infusionsoft contacts with new parsed emails.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Zapier Email Parser to Zapier.

    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.

    Connect Keap Max Classic to Zapier.

    Give Zapier access to your Keap Max Classic account, using Keap Max Classic 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 Zapier Email Parser

    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

    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

Test and Publish

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

  • Customize data flow

    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 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!

Supported triggers and actions

  • Keap Max Classic

    Tag added to contact

    Triggers when a tag gets added to a contact.

    zapier
    triggerbyzapier
  • Keap Max Classic

    New contact

    Triggers when you add a new contact.

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New invoice

    Triggers when you add a new invoice.

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New opportunity

    Triggers when you add a new opportunity.

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New payment

    Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New contact action

    Triggers when you add a new action for a contact (task, note, or appointment).

    zapierautomateio
    triggerbyzapierautomateio
  • Zapier Email Parser

    New email

    Triggers when a mailbox gets a new email. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.

    zapier
    triggerbyzapier
  • Zapier Email Parser

    New mailbox

    Triggers when a new mailbox is added.

    zapier
    triggerbyzapier

Apps you need

Send emails to your custom @robot.zapier.com address and effortlessly extract data with Zapier Email Parser.

Zapier

Zapier

Automation Platforms

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