Keap Max Classic + Insightly Integration

Integrate Insightly to Keap Max Classic in one click, or tell Integrately AI how you want each lead handled. Enrich contact records, update pipeline stages, trigger follow-ups, and keep your customer journey synchronized automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.
  • 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
  • Insightly
    Update task in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly

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Ready Workflows Ready Workflows for Insightly + Keap Max Classic Integration

Capture leads, update contact records, trigger follow-up sequences, sync customer data, and monitor sales pipelines, all in just one click.

Most popular automationsmost-popular-automations
Keap Max Classic + Insightly Integration

Create Insightly contact for new Keap Max Classic contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Insightly contact and Keap Max Classic contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Keap Max Classic + Insightly Integration

Create Insightly contact from new Keap Max Classic invoice

As an online store owner, you're likely using Keap Max Classic to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Keap Max Classic with Insightly? This integration will allow you to automatically create a contact for each new invoice in Insightly.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Keap Max Classic + Insightly Integration

Create Insightly opportunity for new Keap Max Classic contact

This automation makes it easy to create new opportunitys in Insightly when a new contact is created in Keap Max Classic. Just connect your accounts, and every time a new contact is created in Keap Max Classic, a new opportunity will automatically be created in Insightly.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Keap Max Classic + Insightly Integration

Create Insightly task for new Keap Max Classic contact

Insightly and Keap Max Classic are two powerful cloud-based tools that can be used to improve business productivity. Using this Insightly - Keap Max Classic integration, you can automatically create task in Insightly whenever a new contact is created in Keap Max Classic.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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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 Insightly + Keap Max Classic flow

Connect supporting tools to capture payments, book meetings, send emails, run campaigns, notify teams, and host virtual events. Pick a combination and activate it in one click.

Keap Max Classic
Insightly
+
StripeStripe (8)
+
CalendlyCalendly (8)
+
GmailGmail (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
ZoomZoom (8)
S
K
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Add every Stripe payment to your Keap Max Classic account, and create a lead in Insightly
New Stripe payments instantly create a Keap Max Classic contact and an Insightly lead, ensuring billing and sales teams stay aligned.
S
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When a Stripe customer is created, create a Keap Max Classic contact and add an Insightly task
New Stripe customers trigger a Keap Max Classic contact creation and an Insightly follow-up task instantly.
S
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When a Stripe invoice is paid, update your Keap Max Classic contact and modify the Insightly opportunity
Paid Stripe invoices update existing Keap Max Classic contact details and advance the Insightly opportunity stage automatically.
S
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Create a Keap Max Classic order for every Stripe subscription, and open an Insightly project
New Stripe subscriptions generate a Keap Max Classic order and an Insightly project for seamless delivery management.
S
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If a Stripe payment succeeds, create a Keap Max Classic contact and add an Insightly lead
Successful Stripe payments trigger a Keap Max Classic contact and an Insightly lead when specific conditions are met.
S
K
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When a Stripe subscription is cancelled, update your Keap Max Classic contact and revise the Insightly opportunity
Cancelled subscriptions update Keap Max Classic contact statuses and adjust Insightly opportunity records for retention tracking.
S
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Use ChatGPT to analyze Stripe customer notes, create a Keap Max Classic contact, and add an Insightly task
ChatGPT analyzes Stripe payment metadata to create structured Keap Max Classic contacts and actionable Insightly tasks.
S
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When a Stripe payment fails, create a Keap Max Classic contact, log an Insightly task, and send a Gmail alert
Failed Stripe payments create a Keap Max Classic contact, open an Insightly task, and notify finance via Gmail.

Supported triggers and actions for Keap Max Classic and Insightly

Mix and match to build the exact automation you need

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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Insightly
Insightly Triggers & Actions
Task is created in Insightly
Triggers the automation when a new task is created
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Lead is created in Insightly
Triggers the automation when a new lead is created
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Lead is updated in Insightly
Triggers the automation when the lead information is updated
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Organisation is added in Insightly
Triggers the automation when a new organization is created
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Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
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Contact is updated in Insightly
Triggers the automation when a contact is updated
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Contact is created in Insightly
Triggers the automation when a new contact is created
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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update task in Insightly
Updated a task
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Update Contact in Insightly
Updates contact information
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Get task by ID in Insightly
Retrieves task details based on ID
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get opportunity by ID in Insightly
Try it →
Update opportunity in Insightly
Updates the opportunity details as needed
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Create contact in Insightly
Adds a new contact to the database
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Search contact in Insightly
Finds and retrieves contact information
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Create opportunity in Insightly
Creates a new instance of the support system
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Create lead in Insightly
Generates new leads for potential customers
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Search lead in Insightly
Retrieves information for a particular lead
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Create task in Insightly
Creates a new task
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Search user in Insightly
Searches for a user
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Create organisation in Insightly
Generates a new invoice
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Search organisation in Insightly
Finds and retrieves information about a organization
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Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
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Get contact by id in Insightly
Retrieves a contact's information based on their id
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Search opportunity in Insightly
Searches for a opportunity
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Delete opportunity in Insightly
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Link objects in Insightly
Try it →
Get project by ID in Insightly
Searches for a project using the id
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Update project in Insightly
Updates a project
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Delete project in Insightly
Auomatically deletes a project
Try it →

What can you automate with Insightly + Keap Max Classic?

Streamline your entire sales pipeline and customer journey with automated data synchronization between Insightly and Keap Max Classic.

What you can automate?
🔄
Sync new leads and contacts instantly
Capture every new lead created in Insightly and automatically generate a corresponding contact in Keap Max Classic without manual data transfer.
📋
Map every submitted field accurately
Transfer comprehensive contact details, custom fields, and organization attributes between Insightly and Keap Max Classic without losing critical information.
🔔
Alert your team the moment records update
Trigger instant notifications in messaging apps or via email whenever a high-value opportunity or invoice status changes in either platform.
🔀
Route records based on custom criteria
Apply conditional logic to direct specific leads, tags, or order types to designated pipeline stages and team members automatically.
⏱️
Keep destination records up to date
Automatically update existing contact details, pipeline stages, and task statuses in Keap Max Classic whenever changes happen in Insightly.
🛡️
Prevent duplicate records and entries
Search existing databases before creating new entries to ensure clean contact lists and organized project folders across both tools.
💳
Manage later status changes seamlessly
Handle paid invoices, completed subscriptions, and cancelled orders by updating associated opportunities and project stages automatically.
Extend your workflow to supporting apps
Connect your core Insightly and Keap Max Classic automation with email, calendar, spreadsheet, and chat tools to build comprehensive pipelines.
And much more...

Who is Insightly + Keap Max Classic integration for?

Connecting Insightly and Keap Max Classic helps revenue teams, marketers, and project managers eliminate manual data entry across customer lifecycle management.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Customer support teams
Customer support teams
Operations coordinators
Operations coordinators
Business owners
Business owners
📈
Performance marketers
You're running multi-channel acquisition campaigns but your CRM records only update when someone manually exports leads, so the pipeline metrics you're optimising against are always a few hours behind — this integration means every new contact lands in both platforms instantly and your data stays current.
🎯
Sales development reps
You need to reach out to inbound prospects while interest is high, but waiting for manual lead transfers means hours pass before anyone makes contact — this integration means every new lead triggers immediate notifications and your sales response times drop to zero.
🤝
Account managers
You answer to clients who expect up-to-date project tracking, but juggling data between Insightly and Keap Max Classic leads to missing milestones — with this integration, every customer interaction and order status stays perfectly synchronized across platforms.
🎧
Customer support teams
The volume of inquiries is too high for anyone to keep up by hand, resulting in duplicate contact creation and fragmented customer histories — this integration means every ticket update flows automatically and your team maintains a single source of truth.
⚙️
Operations coordinators
You own the next step in customer onboarding and depend on someone upstream to hand over details before you can begin work — automating both apps means every new customer record transfers instantly and your fulfillment workflow starts without delay.
📊
Business owners
You need a reliable history of sales and customer interactions, but manual entry keeps creating gaps and errors in your core reporting — connecting these apps means every transaction and contact update logs cleanly and your reports reflect true business performance.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Keap Max Classic + Insightly

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

1,500+ apps connected
1,500+ apps connected
Connect Keap Max Classic + Insightly 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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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Insightly to Keap Max Classic?
Frequently Asked Questions
You can connect Insightly to Keap Max Classic in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Stripe, Calendly, Gmail, and other apps.
Can I automatically sync new contacts between Insightly and Keap Max Classic?
Frequently Asked Questions
Can I connect Insightly, Keap Max Classic, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Keap Max Classic?
Frequently Asked Questions
How does Insightly handle contact and lead data during automation?
Frequently Asked Questions
How does Keap Max Classic manage customer records in automated workflows?
Frequently Asked Questions
Do I need coding skills to automate Insightly and Keap Max Classic?
Frequently Asked Questions
Is the Insightly and Keap Max Classic integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Insightly or Keap Max Classic With 1500+ Other Apps

Insightly
Popular Insightly Integrations
Connect Insightly to CRMs, project tools, and marketing apps to manage customer relationships effectively.
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Keap Max Classic
Popular Keap Max Classic Integrations
Sync Keap Max Classic with billing, email, analytics, and sales tools to keep customer journeys connected.