Keap Max Classic + Salesforce Integration

Integrate Keap Max Classic to Salesforce in one click, or tell Integrately AI how you want each contact handled. Create Salesforce leads from every Keap Max Classic contact, update matching opportunities, sync account details, and keep your entire sales pipeline aligned.

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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
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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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
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Keap Max Classic + Salesforce Integration

Capture new contacts, sync leads, update opportunities, log customer details, and track accounts, all in just one click.

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

Create Salesforce record for new Keap Max Classic contact

When a new contact is created in your Keap Max Classic software, automatically create a record for them in your Salesforce. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Salesforce + Keap Max Classic Integration

Create Keap Max Classic contact for new Salesforce record

Are you tired of manually creating Keap Max Classic contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create Keap Max Classic contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Keap Max Classic {{action.Contact} creation!
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Keap Max Classic + Salesforce Integration

Create Salesforce 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 Salesforce 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 + Salesforce Integration

Create Salesforce record for new Keap Max Classic invoice

With this Keap Max Classic - Salesforce integration, whenever a new Keap Max Classic invoice is placed, a new Salesforce record will be created for it. This simple automation will help you keep track of your invoices and make sure that each one is processed properly.

You can even customize your Salesforce spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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Keap Max Classic + Salesforce Integration

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

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 + Salesforce Integration

Create Salesforce opportunity for new Keap Max Classic contact

This automation makes it easy to create new opportunitys in Salesforce 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 Salesforce.

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

Connect more apps to your Keap Max Classic + Salesforce flow

Teams often need to notify colleagues, sync marketing lists, and log payments once contacts are created and updated across your CRM stack. Pick a combination and activate it in one click.

Keap Max Classic
Salesforce
+
SlackSlack (6)
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HubSpotHubSpot (5)
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GmailGmail (4)
+
MailchimpMailchimp (4)
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StripeStripe (4)
+
CalendlyCalendly (4)
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When a new contact is created in Keap Max Classic, create a record in Salesforce and notify your sales team in Slack
New contacts land in Salesforce immediately while your sales channel gets a notification in Slack, eliminating manual copy-pasting.
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When an invoice is paid in Keap Max Classic, update the record in Salesforce and post a success update in Slack
Paid invoices automatically update your Salesforce records and notify your finance channel in Slack in real time.
K
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When an opportunity is created in Keap Max Classic, create a Salesforce opportunity and alert management in Slack
New opportunities sync directly into Salesforce and notify leadership in Slack the moment they appear.
S
K
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When a Salesforce lead is created, create a contact in Keap Max Classic and notify the assigned rep in Slack
Salesforce leads flow directly into Keap Max Classic while your team receives an instant Slack alert.
K
S
S
Use Claude to evaluate new Keap Max Classic contacts, create a Salesforce lead, and notify the team in Slack
Claude reviews new contacts for buyer fit before creating a Salesforce lead and alerting your team in Slack.
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When a subscription is created in Keap Max Classic, create a Salesforce account and announce it in Slack
New subscriptions instantly establish accounts in Salesforce and broadcast the win in Slack.

Supported triggers and actions for Keap Max Classic and Salesforce

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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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Keap Max Classic + Salesforce?

Streamline your customer data workflows by automatically syncing contacts, invoices, and opportunities between Keap Max Classic and Salesforce.

What you can automate?
🔄
Sync every new contact instantly
Automatically create a Salesforce contact or lead whenever a new contact is created in Keap Max Classic, eliminating manual data entry entirely.
📋
Capture every submitted field and detail
Map custom fields, company details, and subscription data from Keap Max Classic directly into your Salesforce records so nothing gets left behind.
🔔
Alert your team instantly on new events
Send immediate notifications to team channels or specific reps the moment a new contact, invoice, or opportunity is logged in your systems.
🔀
Route leads based on submitted criteria
Apply conditional logic so that VIP or enterprise contacts trigger priority Salesforce records while standard leads follow your regular pipeline.
✏️
Keep destination records up to date
Automatically update existing Salesforce accounts and contacts whenever a record or subscription changes in Keap Max Classic.
🛡️
Prevent duplicates with smart upserts
Search existing records before creating new ones, updating current Salesforce entries when a matching Keap Max Classic contact already exists.
💳
Manage later invoice and subscription changes
Trigger workflows when an invoice is paid or a subscription is created in Keap Max Classic, updating corresponding Salesforce opportunities automatically.
💬
Extend your workflow to Slack or email
Connect your core pair to Slack or Gmail to notify stakeholders or send follow-up emails the moment Salesforce records are updated.
And much more...

Who is Keap Max Classic + Salesforce integration for?

Sales teams, marketing managers, and business operators who need seamless data syncing between Keap Max Classic and Salesforce without manual copy-pasting.

Performance analysts
Performance analysts
Sales representatives
Sales representatives
Client account managers
Client account managers
E-commerce operators
E-commerce operators
Operations coordinators
Operations coordinators
Data administrators
Data administrators
📈
Performance analysts
You're reviewing campaign reports in Salesforce but your Keap Max Classic data only updates when someone manually exports contacts, so the metrics you're optimising against are always a few hours behind — with this integration, every new contact lands in Salesforce instantly and your reporting stays accurate.
Sales representatives
You need to follow up with new leads immediately, but Keap Max Classic contacts sit unassigned until someone remembers to check the system, so hot prospects go cold — with this integration, every new contact creates a Salesforce lead instantly so you can reach out right away.
🤝
Client account managers
You're managing client accounts across platforms, but tracking milestones in Salesforce requires manual data entry from Keap Max Classic, so updates are often delayed — this integration means every account change syncs automatically and your records stay current for everyone.
🏭
E-commerce operators
You're processing high volumes of orders and invoices in Keap Max Classic, but copying transaction data into Salesforce by hand leads to missed entries and backlogs — this integration means every paid invoice creates a Salesforce record instantly without manual effort.
🔄
Operations coordinators
You rely on marketing teams to capture leads in Keap Max Classic before you can start onboarding in Salesforce, but manual handoffs cause frustrating delays — automating both apps means every new contact triggers your downstream tasks instantly.
🗂️
Data administrators
You're responsible for maintaining clean customer histories across systems, but manual syncing between Keap Max Classic and Salesforce leaves frequent gaps in your records — connecting these apps means every contact and update flows securely into place without missing a beat.
Our team

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Why choose Integrately to automate Keap Max Classic + Salesforce

Build and manage your Keap Max Classic + Salesforce 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 + Salesforce 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
Select Automation
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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 Salesforce?
Frequently Asked Questions
You can connect Keap Max Classic to Salesforce using 1-click automations and Integrately AI. Pick from ready templates linking your CRM data with tools like Slack, HubSpot, and Gmail.
Can I automatically sync my Keap Max Classic contacts to Salesforce?
Frequently Asked Questions
Can I connect Keap Max Classic, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Keap Max Classic and Salesforce?
Frequently Asked Questions
How do updates to Keap Max Classic contacts affect Salesforce records?
Frequently Asked Questions
Can Salesforce triggers update my Keap Max Classic data?
Frequently Asked Questions
Do I need coding skills to set up Keap Max Classic and Salesforce integration?
Frequently Asked Questions
Is the Keap Max Classic and Salesforce integration free?
Frequently Asked Questions
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