Keap Max Classic + Recurly Integration

Integrate Keap Max Classic to Recurly in one click, or tell Integrately AI how you want each contact handled. Create accounts, update subscriptions, sync customer details, and streamline your billing automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Keap Max Classic
    Invoice is paid in Keap Max Classic
  • Keap Max Classic
    Contact is updated 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
  • Recurly
    Subscription is created in Recurly Instant
  • Recurly
    Invoice is created in Recurly Instant
  • Recurly
    Transaction is made in Recurly
  • Recurly
    Account is created in Recurly
  • Recurly
    Subscription is expired in Recurly Instant
  • Recurly
    Subscription is canceled in Recurly 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
  • Recurly
    Create contact in Recurly
  • Recurly
    Update contact in Recurly

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Ready Workflows Ready Workflows for Keap Max Classic + Recurly Integration

Create accounts, update subscription statuses, sync customer details, and notify your finance team, all in just one click.

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

Create Keap Max Classic contact for new Recurly order

If you're using Recurly to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in Keap Max Classic.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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Recurly + Keap Max Classic Integration

Create Keap Max Classic contact for new Recurly account

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Keap Max Classic contact and Recurly account 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 + Recurly Integration

Create Recurly account for new Keap Max Classic contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Recurly account 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 + Recurly Integration

Create Recurly account for new Keap Max Classic invoice

When a new Keap Max Classic invoice is placed, it's important to create a Recurly account for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Recurly account and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Recurly account for every Keap Max Classic invoice, you can maximize your chances of success with each customer.
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Connect more apps to your Keap Max Classic + Recurly flow

Process payments, log accounting entries, alert teams, and send notifications after your core sync completes. Pick a combination and activate it in one click.

Keap Max Classic
Recurly
+
StripeStripe (8)
+
QuickBooks OnlineQuickBooks Online (8)
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SlackSlack (8)
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GmailGmail (8)
+
CalendlyCalendly (8)
+
ZoomZoom (8)
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Create a Stripe customer for every new Keap Max Classic contact, and update Recurly
New Keap Max Classic contacts instantly generate Stripe customer profiles and update Recurly records without manual data entry.
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When a Recurly subscription is created, record the payment in Stripe and update Keap Max Classic
Recurly subscriptions trigger Stripe payment records and update Keap Max Classic contacts automatically.
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R
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When a Stripe charge fails, update the customer in Recurly and add a note in Keap Max Classic
Failed Stripe charges update Recurly records and log notes in Keap Max Classic for quick follow-up.
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Create a Stripe invoice for every Recurly transaction, and update Keap Max Classic
Recurly transactions generate Stripe invoices and update Keap Max Classic records instantly.
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If a Stripe customer has an active subscription, create a contact in Recurly and update Keap Max Classic
Active Stripe customers are automatically added to Recurly and updated in Keap Max Classic.
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When a Recurly subscription is canceled, update Stripe and tag the contact in Keap Max Classic
Canceled Recurly subscriptions update Stripe records and apply cancellation tags in Keap Max Classic.
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Use Claude to evaluate Stripe payment failure reasons, update Recurly, and log a note in Keap Max Classic
Claude assesses Stripe payment failure data to update Recurly and log insights in Keap Max Classic.
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When a Recurly account is created, create a Stripe customer, update Keap Max Classic, and notify via email
New Recurly accounts create Stripe customers, update Keap Max Classic records, and send confirmation emails.

Supported triggers and actions for Keap Max Classic and Recurly

Mix and match to build the exact automation you need

Keap Max Classic
Keap Max Classic Triggers & Actions
Invoice is paid in Keap Max Classic
Triggers the automation when an invoice is paid
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Contact is updated in Keap Max Classic
Triggers the automation when a contact is updated
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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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Recurly
Recurly Triggers & Actions
Instant
Subscription is created in Recurly
Triggers the automation when a new subscription is created
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Instant
Invoice is created in Recurly
Triggers the automation when any invoice is added or modified
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Transaction is made in Recurly
Triggers the automation when a new transaction occurs
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Account is created in Recurly
Triggers the automation when a new account is created
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Instant
Subscription is expired in Recurly
Triggers the automation when a subscription is expired
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Instant
Subscription is canceled in Recurly
Triggers the automation when a subscription is canceled
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Create contact in Recurly
Adds a new contact to the database
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Update contact in Recurly
Updates contact information with new details
Try it →

What can you automate with Keap Max Classic + Recurly?

Streamline your customer journey and subscription billing with robust automated workflows.

What you can automate?
🔗
Sync new contacts and accounts automatically
Create a contact in Keap Max Classic the moment an account is created in Recurly. Keep your CRM and billing system perfectly synchronized.
📋
Capture every submitted field and attribute
Map custom fields and subscription details between Keap Max Classic and Recurly instead of just basic names and emails.
🔔
Alert your team the moment transactions occur
Notify your sales or finance channel in Slack whenever a new subscription is created or a payment is processed.
🔀
Route records based on subscription tier
Perform different actions depending on whether the incoming Recurly subscription is standard or enterprise tier.
🔄
Keep destinations updated as changes happen
Automatically update contact records in Keap Max Classic whenever subscription statuses or renewal dates change in Recurly.
Add or update instead of creating duplicates
Search for existing contact records before creating new ones, preventing duplicate profiles across your CRM and billing software.
⚠️
Handle later status changes like cancellations
Trigger automated follow-ups and update contact tags in Keap Max Classic when Recurly subscriptions expire or are canceled.
🔌
Extend your workflow to external apps
Connect your core Keap Max Classic and Recurly setup with tools like Slack or Gmail to notify stakeholders and send emails.
And much more...

Who is Keap Max Classic + Recurly integration for?

Sales and billing teams managing customer lifecycles need accurate data moving instantly between systems without manual intervention.

Revenue operations managers
Revenue operations managers
Customer success leads
Customer success leads
Finance directors
Finance directors
Subscription support teams
Subscription support teams
Account executives
Account executives
Data analysts
Data analysts
📈
Revenue operations managers
You rely on accurate billing and CRM reports but your metrics only update when someone manually exports records, so the revenue counts you analyze are always outdated — this integration means every transaction updates your databases instantly and your data stays current.
Customer success leads
You need to act fast when subscriptions change, but you find out about cancellations too late to save the account — automating both apps means subscription events trigger instant alerts and your team can intervene immediately.
📊
Finance directors
You answer to executive stakeholders who want to see real-time financial progress, but manual data entry leaves gaps in your ledgers — connecting these apps means every invoice and payment syncs automatically and reporting is always accurate.
🔄
Subscription support teams
The volume of new signups and billing inquiries is too high for anyone to keep up by hand, leading to delayed responses — this integration means customer accounts provision themselves across platforms without manual intervention.
🤝
Account executives
You own the sales relationship and depend on billing teams to hand over subscription details, but communication breakdowns cause delays — automating both apps means contact records and subscription statuses stay perfectly aligned.
📁
Data analysts
You need a reliable history of customer lifecycles and keep finding gaps between CRM contacts and billing records — integrating these apps means every customer action logs cleanly and historical data remains complete.
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 + Recurly

Build and manage your Keap Max Classic + Recurly 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 + Recurly 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 Keap Max Classic to Recurly?
Frequently Asked Questions
You can connect Keap Max Classic to Recurly in one click using ready templates on Integrately. You can also connect additional tools like Stripe, QuickBooks Online, Slack, and Gmail, or ask Integrately AI to build the automation for you.
Can I automatically create a Recurly account when a contact is created in Keap Max Classic?
Frequently Asked Questions
Can I connect Keap Max Classic, Recurly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Keap Max Classic and Recurly?
Frequently Asked Questions
How does Keap Max Classic handle contact updates in this integration?
Frequently Asked Questions
How does Recurly handle subscription events here?
Frequently Asked Questions
Do I need coding skills to automate Keap Max Classic and Recurly?
Frequently Asked Questions
Is the Keap Max Classic and Recurly integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Keap Max Classic
Popular Keap Max Classic Integrations
Connect Keap Max Classic to CRMs, email marketing platforms, and lead generation tools to manage and follow up on customer journeys.
Recurly
Popular Recurly Integrations
Sync Recurly with accounting, invoicing, payment gateways, and reporting tools to keep billing data working across your stack.
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Recurly Integrations arrow right
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