Keap Max Classic + Jobber Integration

Integrate Jobber to Keap Max Classic in one click, or tell Integrately AI how you want each client handled. Sync client details, update contact records, track communications, and trigger follow-ups automatically.

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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
  • Jobber
    Job is completed in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Client is created in Jobber
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Client is updated in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
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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
  • Jobber
    Create request in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Add attachment to request in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Close Job in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get job notes in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Search client in Jobber

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Ready Workflows Ready Workflows for Jobber + Keap Max Classic Integration

Capture new clients, update contact information, record payments, and send follow-ups, all in just one click.

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

Create Keap Max Classic contact for new Jobber event

To best take advantage of every new Jobber event, it is essential to have a strong marketing campaign in Keap Max Classic in place. This will help ensure that potential customers are aware of the event and can easily find information about it.

By taking the time to create a robust Keap Max Classic contact list, businesses can maximize their chances of success with Jobber event.
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Connect more apps to your Jobber + Keap Max Classic flow

Schedule appointments, send customer communications, and reconcile invoices across your entire toolstack. Pick a combination and activate it in one click.

Keap Max Classic
Jobber
+
Google CalendarGoogle Calendar (8)
+
GmailGmail (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
MailchimpMailchimp (8)
+
StripeStripe (8)
+
TwilioTwilio (8)
J
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Add every new Jobber job to Google Calendar, and update the matching Keap Max Classic contact
New Jobber jobs appear in Google Calendar immediately while your Keap Max Classic contact records stay current, preventing scheduling conflicts.
J
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When a Jobber quote is created, schedule a Google Calendar follow-up event and notify the Keap Max Classic contact
Schedule follow-up meetings in Google Calendar the moment a quote goes out in Jobber, and keep Keap Max Classic updated.
G
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When a Google Calendar event is updated, update the Jobber job and update the Keap Max Classic contact
Calendar changes update your Jobber schedule and Keap Max Classic records instantly so your entire team stays aligned.
K
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Create a Google Calendar event for every Keap Max Classic opportunity, and update the Jobber client
New sales opportunities in Keap Max Classic automatically generate calendar events and update Jobber client records.
J
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If a Jobber job is completed, create a Google Calendar review event and update the Keap Max Classic contact
Completed jobs trigger automated review scheduling in Google Calendar and update your Keap Max Classic customer history.
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When a Jobber invoice is updated, schedule a Google Calendar payment review and update the Keap Max Classic order
Invoice updates schedule calendar reminders for accounting and sync order statuses in Keap Max Classic.
J
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Use ChatGPT to summarise every Jobber job note, create a Google Calendar task, and update the Keap Max Classic contact
AI summarises field notes into actionable calendar tasks while keeping your Keap Max Classic contact records updated.
J
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When a Jobber client is created, create a Google Calendar kickoff event, create a Keap Max Classic contact, and post to Slack
New clients kick off automated calendar scheduling, CRM record creation, and team channel announcements.

Supported triggers and actions for Keap Max Classic and Jobber

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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Jobber
Jobber Triggers & Actions
Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Job is closed in Jobber
Triggers the automation when a job is closed
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Client is created in Jobber
Triggers the automation when a new client is created
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Invoice is updated in Jobber
Triggers when an invoice is updated
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Client is updated in Jobber
Triggers when a client is updated
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
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Request is created in Jobber
Triggers the automation when a new request is created
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Job is created in Jobber
Triggers the automation when a new job is created
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Quote is updated in Jobber
Triggers the automation when a new quote is update
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Job is updated in Jobber
Triggers when a job is updated
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Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
Try it →
Quote approval is created in Jobber
Triggers the automation when any quote is approved
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Quote is created in Jobber
Triggers the automation when a new quote is created
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Create request in Jobber
Generates a new request
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Create job in Jobber
Creates a new job
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Add attachment to request in Jobber
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Search property in Jobber
Searches for a property
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Create client in Jobber
Generates a new client profile
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Get client notes in Jobber
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Create visit in Jobber
Create visit using the Job ID
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Update client in Jobber
Update client profile
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Get invoice noteattechments by ID in Jobber
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Create quote in Jobber
Generates a new quote
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Close Job in Jobber
Close a job using the Job ID
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Get request notes in Jobber
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Get job notes in Jobber
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Get quote notes in Jobber
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Get invoice notes in Jobber
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Search client in Jobber
Searches for a client
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What can you automate with Jobber + Keap Max Classic?

Streamline your field service operations by connecting client scheduling directly to automated customer relationship management workflows.

What you can automate?
🔄
Sync new clients between Jobber and Keap Max Classic
Every time a new client or request is created in Jobber, automatically generate a corresponding contact record in Keap Max Classic. Eliminate manual data transfer and keep your customer databases synchronized.
📋
Capture every submitted field and note
Map detailed quote notes, job descriptions, and client properties into your CRM instead of just basic names. Your customer profiles become a comprehensive source for review and follow-up.
🔔
Notify the right team member instantly
Trigger instant team notifications or email alerts whenever a quote is approved, a job is completed, or an invoice status changes. Keep operations and sales aligned in real time.
🔀
Route records based on submitted criteria
Apply conditional logic to your workflows so high-value quotes or specific service requests trigger priority contact tags and custom follow-up sequences in your CRM automatically.
📝
Keep contact records updated as jobs change
Whenever job details, completion dates, or client information are updated in Jobber, your Keap Max Classic contact records update automatically to reflect the latest status.
🔍
Add or update contacts without creating duplicates
Search for existing contact records before creating new entries. If a customer already exists in Keap Max Classic, the workflow updates their existing file instead of spawning duplicate entries.
💳
Manage later status changes and payments
Handle downstream events such as invoice payments, quote approvals, and job closures by automatically triggering corresponding sales pipeline updates and order logs.
🔌
Extend your workflow to external apps like Gmail
Take your Jobber and Keap Max Classic automation further by connecting Gmail, QuickBooks Online, or Google Calendar to handle follow-up emails, accounting receipts, and scheduling.
And much more...

Who is Jobber + Keap Max Classic integration for?

Field service managers, operations directors, and sales professionals eliminate redundant data entry between scheduling software and customer relationship management platforms.

Operations directors
Operations directors
Field service dispatchers
Field service dispatchers
Client account managers
Client account managers
Sales executives
Sales executives
Service technicians
Service technicians
Business owners
Business owners
📈
Operations directors
You're monitoring field service schedules and client pipelines across separate platforms, but your management reports only update when someone manually exports client records, so the metrics you're reviewing are always outdated — this integration means every new client lands in your CRM instantly and your operational data stays current.
Field service dispatchers
You need to act fast when new service requests arrive, but you find out too late because booking notes sit trapped in your scheduling tool until someone copies them over — connecting these apps means every new job immediately updates your contact records and your dispatch team never misses a beat.
🤝
Client account managers
You answer to clients who want to see immediate progress on their service requests, but keeping their communication history synced between field management and CRM tools takes hours of manual work — automating both apps means every quote update flows automatically and your clients always receive prompt follow-ups.
📊
Sales executives
The volume of incoming service leads is too high for your team to keep up by hand, leading to missed follow-ups and lost revenue opportunities — with this integration, every quote and request populates your sales pipeline instantly and your conversion tracking runs without manual friction.
🔧
Service technicians
You own the on-site service delivery and depend on someone upstream to hand over accurate customer history before arrival, but details often get left behind in the office — automating both apps means every job note and client preference reaches your mobile device the moment it is entered.
🗂️
Business owners
You need a reliable audit history of all client interactions and payments, but you keep finding gaps between your invoicing app and your marketing database — this integration means every transaction and contact update syncs reliably and your business records remain complete.
Our team

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Why choose Integrately to automate Keap Max Classic + Jobber

Build and manage your Keap Max Classic + Jobber 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 + Jobber 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?

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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Jobber to Keap Max Classic?
Frequently Asked Questions
You can connect Jobber to Keap Max Classic in one click using ready-made templates on Integrately. With 42,000+ active users and 1,500+ integrations, you can also use Integrately AI to configure custom workflows alongside tools like Gmail, Google Calendar, and Stripe.
Can I automatically sync new Jobber clients to Keap Max Classic contacts?
Frequently Asked Questions
Can I connect Jobber, Keap Max Classic, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Keap Max Classic?
Frequently Asked Questions
How does Jobber handle client updates in this integration?
Frequently Asked Questions
How does Keap Max Classic manage incoming contact creation from Jobber?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Keap Max Classic?
Frequently Asked Questions
Is the Jobber and Keap Max Classic integration free?
Frequently Asked Questions
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You Can Also Connect Jobber or Keap Max Classic With 1500+ Other Apps

Jobber
Popular Jobber Integrations
Connect Jobber to scheduling, dispatch, and mobile operations tools to keep your field service management running smoothly.
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Keap Max Classic
Popular Keap Max Classic Integrations
Sync Keap Max Classic with marketing, sales, and analytics platforms to scale your customer relationship management.