Keap Max Classic + JobNimbus Integration

Integrate JobNimbus to Keap Max Classic in one click, or tell Integrately AI how you want each contact handled. Sync contacts, apply tags, update details, log notes, and trigger follow-ups 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
  • JobNimbus
    Contact is created in JobNimbus Instant
  • JobNimbus
    Contact is updated in JobNimbus Instant
  • JobNimbus
    Contact is deleted in JobNimbus Instant
  • JobNimbus
    Work order is created in JobNimbus Instant
  • JobNimbus
    Work order is updated in JobNimbus Instant
  • JobNimbus
    Work order is deleted in JobNimbus Instant
  • JobNimbus
    Material order is created in JobNimbus Instant
  • JobNimbus
    Material order is updated in JobNimbus Instant
  • JobNimbus
    Material order is deleted in JobNimbus Instant
  • JobNimbus
    Task is created in JobNimbus Instant
  • JobNimbus
    Task is updated in JobNimbus Instant
  • JobNimbus
    Task is deleted in JobNimbus Instant
  • JobNimbus
    Job is created in JobNimbus Instant
  • JobNimbus
    Job is updated in JobNimbus Instant
  • JobNimbus
    Job is deleted in JobNimbus Instant
  • JobNimbus
    Invoice is created in JobNimbus Instant
  • JobNimbus
    Invoice is updated in JobNimbus Instant
  • JobNimbus
    Invoice is deleted in JobNimbus Instant
  • JobNimbus
    Estimate is created in JobNimbus Instant
  • JobNimbus
    Estimate is updated in JobNimbus Instant
  • JobNimbus
    Estimate is deleted in JobNimbus Instant
  • JobNimbus
    Activity is created in JobNimbus Instant
  • JobNimbus
    Activity is updated in JobNimbus Instant
  • JobNimbus
    Activity is deleted in JobNimbus Instant
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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
  • JobNimbus
    Search contact in JobNimbus
  • JobNimbus
    Create contact in JobNimbus
  • JobNimbus
    Get contact by id in JobNimbus
  • JobNimbus
    Create job in JobNimbus
  • JobNimbus
    Create task in JobNimbus
  • JobNimbus
    Create Attachment in JobNimbus

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Ready Workflows Ready Workflows for JobNimbus + Keap Max Classic Integration

Capture new contacts, tag existing profiles, update customer details, log notes, and trigger follow-ups, all in just one click.

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

Create Keap Max Classic contact for new JobNimbus contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this JobNimbus - Keap Max Classic integration, anytime a new JobNimbus contact is created, an Keap Max Classic contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Keap Max Classic + JobNimbus Integration

Create JobNimbus 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 JobNimbus 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 + JobNimbus Integration

Create JobNimbus 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 JobNimbus? This integration will allow you to automatically create a contact for each new invoice in JobNimbus.

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 + JobNimbus Integration

Create JobNimbus task for new Keap Max Classic contact

JobNimbus and Keap Max Classic are two powerful cloud-based tools that can be used to improve business productivity. Using this JobNimbus - Keap Max Classic integration, you can automatically create task in JobNimbus 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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  • 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 JobNimbus + Keap Max Classic flow

Capture leads from forms or calendars, generate documents, and track tasks across your team once your core stack syncs. Pick a combination and activate it in one click.

Keap Max Classic
JobNimbus
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
+
PandaDocPandaDoc (4)
+
AsanaAsana (4)
J
K
Q
Add every new JobNimbus contact to Keap Max Classic and create a customer in QuickBooks Online
New JobNimbus contacts appear in Keap Max Classic as new contacts and get registered in QuickBooks Online instantly, eliminating manual data entry.
K
J
Q
When an invoice is paid in Keap Max Classic, update the contact in JobNimbus and create a sales receipt in QuickBooks Online
Paid invoices in Keap Max Classic update JobNimbus records and generate receipts in QuickBooks Online automatically.
J
K
Q
If a JobNimbus contact is created, create a Keap Max Classic contact and generate an estimate in QuickBooks Online
New JobNimbus contacts trigger Keap Max Classic creation and draft a QuickBooks Online estimate.
J
K
Q
Use Claude to summarise JobNimbus contact notes, create a Keap Max Classic contact, and log a customer in QuickBooks Online
Claude summarises JobNimbus contact notes before creating a Keap Max Classic profile and QuickBooks Online customer.

Supported triggers and actions for Keap Max Classic and JobNimbus

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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JobNimbus
JobNimbus Triggers & Actions
Instant
Contact is created in JobNimbus
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in JobNimbus
Triggers the automation when a contact is updated
Try it →
Instant
Contact is deleted in JobNimbus
Triggers the automation when a contact is removed from the particular list
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Instant
Work order is created in JobNimbus
Triggers the automation when a work order is created
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Instant
Work order is updated in JobNimbus
Triggers the automation when a work order is updated
Try it →
Instant
Work order is deleted in JobNimbus
Triggers the automation when a work order is deleted
Try it →
Instant
Material order is created in JobNimbus
Triggers the automation when a material order is created
Try it →
Instant
Material order is updated in JobNimbus
Triggers the automation when a material order is modified
Try it →
Instant
Material order is deleted in JobNimbus
Triggers the automation when a material order is deleted
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Instant
Task is created in JobNimbus
Triggers the automation when a new task is created
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Instant
Task is updated in JobNimbus
Triggers the automation when any task is updated
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Instant
Task is deleted in JobNimbus
Triggers the automation when a task is deleted
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Instant
Job is created in JobNimbus
Triggers the automation when a new job is created
Try it →
Instant
Job is updated in JobNimbus
Triggers the automation when a job is updated
Try it →
Instant
Job is deleted in JobNimbus
Triggers the automation when any job is deleted
Try it →
Instant
Invoice is created in JobNimbus
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is updated in JobNimbus
Triggers the automation when an invoice is updated
Try it →
Instant
Invoice is deleted in JobNimbus
Triggers the automation when an invoice is deleted
Try it →
Instant
Estimate is created in JobNimbus
Triggers the automation when a new estimate is created
Try it →
Instant
Estimate is updated in JobNimbus
Triggers the automation when any estimate is modified
Try it →
Instant
Estimate is deleted in JobNimbus
Triggers the automation when any estimate is deleted
Try it →
Instant
Activity is created in JobNimbus
Triggers the automation when a new activity is created
Try it →
Instant
Activity is updated in JobNimbus
Triggers the automation when an activity is updated
Try it →
Instant
Activity is deleted in JobNimbus
Triggers the automation when any activity is deleted
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Search contact in JobNimbus
Retrieves contact information
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Create contact in JobNimbus
Adds a new contact to the database
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Get contact by id in JobNimbus
Retrieves a contact's information based on their id
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Create job in JobNimbus
Generates new job
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Create task in JobNimbus
Creates a new task
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Create Attachment in JobNimbus
Generates and add attachments to the selected item
Try it →

What can you automate with JobNimbus + Keap Max Classic?

Streamline your roofing workflows by connecting JobNimbus and Keap Max Classic for instant data syncing and automated customer journeys.

What you can automate?
Create Keap Max Classic contacts from JobNimbus
Automatically generate a Keap Max Classic contact whenever a new contact is created in JobNimbus, ensuring your CRM is always up to date.
📋
Capture every submitted roofing estimate and field
Map all available contact and estimate details from JobNimbus directly into Keap Max Classic profiles without manual copying.
🔔
Notify your sales team the moment a job starts
Alert team members instantly when new jobs or work orders are created in JobNimbus, enabling rapid response times.
🔀
Route contacts based on specific roofing project types
Apply conditional logic to direct contacts into specific Keap Max Classic segments according to their submitted JobNimbus attributes.
🔄
Keep customer records synchronized as details change
Update existing Keap Max Classic profiles automatically whenever contact information or status is modified in JobNimbus.
🔍
Prevent duplicates with smart search and update
Search existing Keap Max Classic records before creating new ones to maintain a clean database and avoid duplicate entries.
💰
Trigger workflows when invoices are paid or accepted
Initiate automated customer communications and updates in JobNimbus the moment an invoice is paid in Keap Max Classic.
🔗
Extend your workflow to QuickBooks Online for billing
Connect your core automation to QuickBooks Online to streamline customer invoicing and payment tracking alongside your CRM.
And much more...

Who is JobNimbus + Keap Max Classic integration for?

Roofing contractors, sales managers, and operations teams eliminate manual data entry, streamline customer management, and keep projects synchronised across platforms.

Performance marketers
Performance marketers
Sales reps
Sales reps
Project managers
Project managers
Operations teams
Operations teams
Estimators
Estimators
Finance managers
Finance managers
📈
Performance marketers
You're running campaigns across multiple roofing lead sources but your Keap Max Classic contact lists only update when someone manually exports records, so your pipeline counts are always a few hours behind — this integration means every new JobNimbus contact lands in Keap Max Classic instantly and your data stays current.
💼
Sales reps
You need to act fast on incoming estimates and work orders, but waiting for manual contact entry means you find out about hot leads too late — connecting these apps means every new JobNimbus estimate triggers an immediate Keap Max Classic contact creation so you can follow up instantly.
📋
Project managers
You answer to homeowners and contractors who want to see progress updates, but keeping records synced across platforms causes delays — automating both apps means every JobNimbus work order update reflects in Keap Max Classic instantly and your stakeholders stay informed.
⚙️
Operations teams
The volume of new roofing leads and estimates is too high for anyone to keep up by hand, leading to missed follow-ups — with this integration, contact creation and tagging happen automatically without manual data entry.
📐
Estimators
You own the quoting stage and depend on sales reps to hand over customer details from initial inquiries, but manual handoffs cause bottlenecks — this integration means every JobNimbus job flows straight into Keap Max Classic so you never miss a handover.
💳
Finance managers
You need a reliable history of invoices and payments, but find gaps when manual records are skipped — automating both apps means every Keap Max Classic payment and JobNimbus invoice syncs seamlessly to maintain clean financial trails.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Keap Max Classic + JobNimbus

Build and manage your Keap Max Classic + JobNimbus 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 + JobNimbus 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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Select a trigger from Google Sheets
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 JobNimbus to Keap Max Classic?
Frequently Asked Questions
You can connect JobNimbus to Keap Max Classic in one click using pre-built workflows or ask Integrately AI to build the integration for you. It also links with tools like QuickBooks Online, Mailchimp, and Calendly instantly.
Can I automatically sync new JobNimbus contacts to Keap Max Classic?
Frequently Asked Questions
Can I connect JobNimbus, Keap Max Classic, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for JobNimbus and Keap Max Classic?
Frequently Asked Questions
How are contact updates handled between JobNimbus and Keap Max Classic?
Frequently Asked Questions
Can I trigger actions when Keap Max Classic invoices are paid?
Frequently Asked Questions
Do I need coding skills to automate JobNimbus and Keap Max Classic?
Frequently Asked Questions
Is the JobNimbus and Keap Max Classic integration free?
Frequently Asked Questions
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You Can Also Connect JobNimbus or Keap Max Classic With 1500+ Other Apps

JobNimbus
Popular JobNimbus Integrations
Connect JobNimbus to estimation, document signing, and project management tools to manage your roofing operations.
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Keap Max Classic
Popular Keap Max Classic Integrations
Sync Keap Max Classic with customer support, survey, and marketing platforms to drive customer engagement.