Better Proposals + Keap Max Classic Integration

Integrate Better Proposals to Keap Max Classic in one click, or tell Integrately AI how you want each proposal handled. Track signed documents, create contacts and update records, tag customers, and trigger follow-ups automatically.

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1.
  • Better Proposals
    Proposal is signed in Better Proposals
  • Better Proposals
    Proposal is created in Better Proposals
  • Better Proposals
    Proposal is sent in Better Proposals
  • Better Proposals
    Proposal is opened in Better Proposals
  • Keap Max Classic
    Contact is updated in Keap Max Classic
  • Keap Max Classic
    Invoice is paid in Keap Max Classic
  • Keap Max Classic
    Contact is created in Keap Max Classic
  • Keap Max Classic
    Invoice is created in Keap Max Classic
  • Keap Max Classic
    Opportunity is created in Keap Max Classic
  • Keap Max Classic
    Tag is created in Keap Max Classic
  • Keap Max Classic
    Company is created in Keap Max Classic
  • Keap Max Classic
    Subscription is created in Keap Max Classic
  • Keap Max Classic
    Product is created in Keap Max Classic
  • Keap Max Classic
    Affiliate is added in Keap Max Classic
  • Keap Max Classic
    Tag is applied to contact in Keap Max Classic Instant
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2.
  • Better Proposals
    Create proposal in Better Proposals
  • Keap Max Classic
    Create payment in Keap Max Classic
  • Keap Max Classic
    Create contact in Keap Max Classic
  • Keap Max Classic
    Tag existing contact in Keap Max Classic
  • Keap Max Classic
    Create or Update Contact in Keap Max Classic
  • Keap Max Classic
    Update contact in Keap Max Classic
  • Keap Max Classic
    Remove tag from contact in Keap Max Classic
  • Keap Max Classic
    Get contact details by id in Keap Max Classic
  • Keap Max Classic
    Apply tags to contact in Keap Max Classic
  • Keap Max Classic
    Search tag in Keap Max Classic
  • Keap Max Classic
    Create note in Keap Max Classic
  • Keap Max Classic
    Create order in Keap Max Classic
  • Keap Max Classic
    Create company in Keap Max Classic
  • Keap Max Classic
    Create product in Keap Max Classic
  • Keap Max Classic
    Search contact in Keap Max Classic

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Ready Workflows Ready Workflows for Better Proposals + Keap Max Classic Integration

Capture signed proposals, create contacts, apply tags, and trigger follow-up tasks, all in just one click.

Most popular automationsmost-popular-automations
Keap Max Classic + Better Proposals Integration

Create Better Proposals proposal for new Keap Max Classic company

If your company uses Keap Max Classic, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new company in Keap Max Classic, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Better Proposals + Keap Max Classic Integration

Create Keap Max Classic contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Keap Max Classic account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Keap Max Classic each time you created a proposal? With this integration, you can! When you create a new proposal in Better Proposals, Integrately will automatically create a new contact in Keap Max Classic.
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Keap Max Classic + Better Proposals Integration

Create Better Proposals proposal for new Keap Max Classic opportunity

Are you a Keap Max Classic user who also uses Better Proposals for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Better Proposals directly from opportunity in Keap Max Classic.

This means that you can save time by automatically creating proposal based on the information contained in your opportunity. Plus, it's easy to get started - simply click activate and connect your Keap Max Classic and Better Proposals accounts.
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Keap Max Classic + Better Proposals Integration

Create Better Proposals proposal for new Keap Max Classic contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Keap Max Classic? With this integration, you can!

When you create a contact in Keap Max Classic, Better Proposals will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Better Proposals + Keap Max Classic flow

Connect billing, communication, scheduling, and tracking tools to extend your Better Proposals and Keap Max Classic workflow. Pick a combination and activate it in one click.

Better Proposals
Keap Max Classic
+
StripeStripe (4)
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
AsanaAsana (4)
+
Google DriveGoogle Drive (4)
+
DocuSignDocuSign (4)
B
K
S
When a proposal is signed in Better Proposals, create a contact in Keap Max Classic and create a payment in Stripe.
Signed proposals instantly generate Keap Max Classic contacts and Stripe payments without manual data entry.
S
K
B
When a payment is made in Stripe, create a contact in Keap Max Classic and create a proposal in Better Proposals.
New Stripe payments trigger Keap Max Classic contact creation and send a new Better Proposals document.
K
S
B
When a Keap Max Classic contact is created, update the customer in Stripe and create a proposal in Better Proposals.
New Keap Max Classic contacts update Stripe customer details and dispatch a new proposal.
B
S
K
When a proposal is opened in Better Proposals, create a customer in Stripe and update the contact in Keap Max Classic.
Opened proposals update Stripe billing profiles and sync contact stages in Keap Max Classic.

Supported triggers and actions for Better Proposals and Keap Max Classic

Mix and match to build the exact automation you need

Better Proposals
Better Proposals Triggers & Actions
Proposal is signed in Better Proposals
Triggers the automation when a proposal document is signed
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Proposal is created in Better Proposals
Triggers the automation when a new proposal is created
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Proposal is sent in Better Proposals
Triggers the automation when a proposal is sent
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Proposal is opened in Better Proposals
Triggers the automation when a proposal is opened
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Create proposal in Better Proposals
Generates a new proposal
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Keap Max Classic
Keap Max Classic Triggers & Actions
Contact is updated in Keap Max Classic
Triggers the automation when a contact is updated
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Invoice is paid in Keap Max Classic
Triggers the automation when an invoice is paid
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Contact is created in Keap Max Classic
Triggers the automation when a new contact is created
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Invoice is created in Keap Max Classic
Triggers the automation when any invoice is added or modified
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Opportunity is created in Keap Max Classic
Triggers the automation when any opportunity is updated
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Tag is created in Keap Max Classic
Triggers the automation when a tag is added
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Company is created in Keap Max Classic
Triggers the automation when a new company is created
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Subscription is created in Keap Max Classic
Triggers the automation when a new subscription is created
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Product is created in Keap Max Classic
Triggers the automation when a new product is created
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Affiliate is added in Keap Max Classic
Triggers the automation when a new affiliate is added
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Instant
Tag is applied to contact in Keap Max Classic
Triggers the automation when a tag is added
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Create payment in Keap Max Classic
Creates a new payment
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Create contact in Keap Max Classic
Adds a new contact to the database
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Tag existing contact in Keap Max Classic
Tags an existing contact
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Create or Update Contact in Keap Max Classic
Adds or update contact information
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Update contact in Keap Max Classic
Updates contact information with new details
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Remove tag from contact in Keap Max Classic
Untag the contact
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Get contact details by id in Keap Max Classic
Retrieves contact details based on their id
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Apply tags to contact in Keap Max Classic
Adds tag(s) a contact
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Search tag in Keap Max Classic
Searches for a tag
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Create note in Keap Max Classic
Creates a new note in the particular format
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Create order in Keap Max Classic
Creates a new order
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Create company in Keap Max Classic
Generates a new company profile with given details
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Create product in Keap Max Classic
Generates and launch new products
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Search contact in Keap Max Classic
Finds and retrieves contact information
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What can you automate with Better Proposals + Keap Max Classic?

Streamline your sales pipeline by connecting proposal events directly to customer relationship management actions.

What you can automate?
🤝
Create CRM contacts from signed proposals
Automatically generate Keap Max Classic contact records the moment a client signs a document in Better Proposals, keeping your CRM up to date without manual typing.
📝
Capture every submitted client field
Map all proposal details into Keap Max Classic fields so your customer records include exact project requirements, budgets, and contact information.
🔔
Alert your team on proposal events
Trigger instant notifications in your CRM or messaging tools whenever a proposal is opened, viewed, or signed by your prospective clients.
🔀
Route deals based on proposal values
Apply specific tags or create distinct opportunities in Keap Max Classic depending on the financial value or service tier selected in Better Proposals.
🔄
Keep customer records updated as documents change
Synchronize edits and updates across Better Proposals and Keap Max Classic so your sales team always views the latest client information.
🔍
Find existing contacts before creating new ones
Search your Keap Max Classic database prior to generating new records, preventing duplicate entries when repeat clients sign new proposals.
💳
Handle payment and invoice milestones
Trigger downstream CRM updates and create payment records when invoices are paid or subscriptions are initiated in Keap Max Classic.
🔌
Extend your workflow to billing apps
Connect your core proposal and CRM pair to external billing platforms like Stripe to automate invoicing and payment collection.
And much more...

Who is Better Proposals + Keap Max Classic integration for?

Sales professionals, agency owners, and account managers rely on this integration to eliminate manual data entry and keep client pipelines moving without delays.

Sales analysts
Sales analysts
Sales reps
Sales reps
Project managers
Project managers
Agency owners
Agency owners
Account executives
Account executives
Operations leads
Operations leads
📈
Sales analysts
You report on signed proposals and pipeline velocity, but your CRM records are always missing details because reps forget to log them — this integration means every signed proposal updates your records instantly and your analytics stay accurate.
Sales reps
You need to follow up the moment a client engages with a document, and you find out too late when they go quiet — with this integration, proposal events trigger instant updates so you can reach out at the right time.
📋
Project managers
You answer to clients who want to see their onboarding progress, but pipeline handoffs get missed between tools — this integration means every new client record flows automatically into your management tools.
🚀
Agency owners
The volume of new business documents is too high for anyone to keep up by hand, leading to missed client records — automating both apps means every signed document creates contacts without manual entry.
💼
Account executives
You own the next step after a deal closes and depend on someone upstream to hand it over, but details get lost in transit — this integration means customer data moves securely from proposals to your CRM.
🗂️
Operations leads
You need a reliable history of client agreements and keep finding gaps in your database — connecting these apps means every proposal action creates a complete and searchable record.
Our team

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Why choose Integrately to automate Better Proposals + Keap Max Classic

Build and manage your Better Proposals + Keap Max Classic automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Better Proposals + Keap Max Classic with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Frequently Asked Questions

How do I connect Better Proposals to Keap Max Classic?
Frequently Asked Questions
You can connect Better Proposals to Keap Max Classic in one click using pre-built workflows or Integrately AI. It links your proposal data with apps like Stripe, Gmail, and Calendly seamlessly.
Can I automatically create Keap Max Classic contacts when a Better Proposals proposal is signed?
Frequently Asked Questions
Can I connect Better Proposals, Keap Max Classic, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Keap Max Classic?
Frequently Asked Questions
How does Better Proposals handle signed proposal data during integration?
Frequently Asked Questions
How are contacts updated in Keap Max Classic through this integration?
Frequently Asked Questions
Can I set up these proposal automations without any coding experience?
Frequently Asked Questions
Is the Better Proposals and Keap Max Classic integration free?
Frequently Asked Questions
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You Can Also Connect Better Proposals or Keap Max Classic With 1500+ Other Apps

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Keap Max Classic
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Sync Keap Max Classic with billing, communication, and project management apps to keep data working across your stack.