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Wealthbox CRM + Keap Max Classic Integrations

Syncing Wealthbox 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 Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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 Wealthbox CRM + Keap Max Classic in easier way

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

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • 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
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

  • 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 Wealthbox CRM & Keap Max Classic Integrations Work

  1. Step 1: Choose Wealthbox 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 Wealthbox 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