Microsoft Dynamics CRM + Keap Max Classic Integrations
Syncing Microsoft Dynamics CRM with Keap Max Classic is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
About Keap Max Classic
Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
Keap Max Classic IntegrationsIt's easy to connect Microsoft Dynamics CRM + Keap Max Classic without coding knowledge. Start creating your own business flow.
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New AccountTriggers when a new account is created.
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New Case
Triggers when a new case is created.
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New Contact
Triggers when a new contact is created.
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New Invoice
Triggers when a new invoice is created.
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New Lead
Triggers when a new lead is created.
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New Task
Triggers when a new task is created.
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Updated Lead
Triggers when a lead is updated.
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New AffiliateTriggers when you add a new affiliate.
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New Company
Triggers when you add a new company.
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New Contact
Triggers when you add a new contact.
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New Opportunity
Triggers when you add a new opportunity.
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New Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
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New Product
Triggers when you add a new product.
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New Tag
Triggers when you add a new tag.
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Create Account
Creates a new account.
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Create Case
Creates a new case.
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Create Contact
Creates a new contact.
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Create Lead
Creates a new lead.
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Create Note
Create Note
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Create Opportunity
Creates a new Opportunity.
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Update Case
Updates an existing case.
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Update Task
Updates an existing task
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Create Company
Create a new company.
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Create Note
Creates a note on an existing contact
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Create Order
Creates a new order.
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Create Product
Create a new Product.
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Create and Update Contact
Creates a new contact. Can be used to update existing contacts too.
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Find a Contact
Find a Contact by their Email Address or Username.
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Tag Existing Contact
Applies a tag to an existing contact.
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How Microsoft Dynamics CRM & Keap Max Classic Integrations Work
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Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Keap Max Classic as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Microsoft Dynamics CRM to Keap Max Classic .
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
