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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.

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About Microsoft Dynamics CRM

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 Integrations
Connect Microsoft Dynamics CRM + Keap Max Classic in easier way

It's easy to connect Microsoft Dynamics CRM + Keap Max Classic without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Affiliate

    Triggers when you add a new affiliate.

  • New Company

    Triggers when you add a new company.

  • New Contact

    Triggers when you add a new contact.

  • New Opportunity

    Triggers when you add a new opportunity.

  • New Payment

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

  • New Product

    Triggers when you add a new product.

  • New Tag

    Triggers when you add a new tag.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Create Company

    Create a new company.

  • Create Note

    Creates a note on an existing contact

  • Create Order

    Creates a new order.

  • Create Product

    Create a new Product.

  • Create and Update Contact

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

  • Find a Contact

    Find a Contact by their Email Address or Username.

  • Tag Existing Contact

    Applies a tag to an existing contact.

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How Microsoft Dynamics CRM & Keap Max Classic Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Keap Max Classic as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Keap Max Classic .

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am