Keap Max Classic + Smartsheet Integration

Integrate Keap Max Classic to Smartsheet in one click, or tell Integrately AI how you want each contact handled. Qualify leads, update your sheets and CRM, alert your team, 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
    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
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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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
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready Workflows Ready Workflows for Keap Max Classic + Smartsheet Integration

Capture leads, organise responses, keep sheets updated, alert your team, and send follow-ups, all in just one click.

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

Create Keap Max Classic contact for new Smartsheet row

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

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 + Smartsheet Integration

Create Smartsheet row for new Keap Max Classic contact

When a new contact is created in your Keap Max Classic software, automatically create a row for them in your Smartsheet. 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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Keap Max Classic + Smartsheet Integration

Create Smartsheet row for new Keap Max Classic invoice

With this Keap Max Classic - Smartsheet integration, whenever a new Keap Max Classic invoice is placed, a new Smartsheet row 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 Smartsheet 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.
See more
  • 1of2
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 Keap Max Classic + Smartsheet flow

Sync customer data with payment gateways, accounting systems, messaging channels, and scheduling tools to keep your entire business aligned. Pick a combination and activate it in one click.

Keap Max Classic
Smartsheet
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StripeStripe (6)
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QuickBooks OnlineQuickBooks Online (6)
+
GmailGmail (6)
+
SlackSlack (6)
+
CalendlyCalendly (6)
+
TypeformTypeform (6)
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K
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When a Stripe payment is completed, create a contact in Keap Max Classic and add a row in Smartsheet
Every successful Stripe payment instantly logs a row in Smartsheet and creates a contact in Keap Max Classic without manual data entry.
S
K
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When a Stripe customer is created, create an order in Keap Max Classic and update the matching row in Smartsheet
New Stripe customers trigger an order creation in Keap Max Classic and update your tracking sheet in Smartsheet instantly.
S
K
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If a Stripe subscription is created, update the contact in Keap Max Classic and add a row in Smartsheet
New recurring subscriptions update your Keap Max Classic contact details and add a new row in Smartsheet automatically.
S
K
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When a Stripe invoice is paid, create a payment in Keap Max Classic and update the row in Smartsheet
Paid invoices automatically record a payment in Keap Max Classic and update the corresponding row in Smartsheet.
S
C
K
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Use ChatGPT to analyse failed Stripe payments, update the contact in Keap Max Classic, and add a row in Smartsheet
ChatGPT categorises failed Stripe payments, updates the contact in Keap Max Classic, and logs the incident in Smartsheet.
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K
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When a Stripe dispute is created, tag the contact in Keap Max Classic and update the tracking row in Smartsheet
Disputed charges automatically tag the customer in Keap Max Classic and update the status row in Smartsheet.

Supported triggers and actions for Keap Max Classic and Smartsheet

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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Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
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What can you automate with Keap Max Classic + Smartsheet?

Streamline your customer data workflows by connecting Keap Max Classic triggers directly to Smartsheet actions.

What you can automate?
Create a Smartsheet row for every new Keap Max Classic contact
Automatically add a new row in Smartsheet the moment a contact is created in Keap Max Classic. Eliminate manual copying and keep your team aligned.
📋
Capture every submitted field into separate columns
Map detailed Keap Max Classic contact properties, notes, and order attributes into distinct Smartsheet columns for thorough analysis and reporting.
🔔
Notify your team instantly when records update
Trigger instant team notifications in messaging channels or email whenever important customer data or project rows are modified.
🔀
Route data based on submitted field criteria
Send contacts or orders to specific Smartsheet sheets or workspaces depending on tags, order values, or custom field selections.
🔄
Keep your tracking sheet synchronized as records change
Automatically update existing Smartsheet rows whenever contact details, order statuses, or invoice payments are modified in Keap Max Classic.
🔍
Find existing records instead of creating duplicates
Search your Smartsheet rows before adding new entries to ensure customer information remains clean and free of duplicate records.
💳
Handle payment milestones and invoice completions
Trigger workflow actions in Smartsheet the moment an invoice is paid or a subscription is created in Keap Max Classic.
🌐
Extend your automation flow to third-party tools
Connect your Keap Max Classic and Smartsheet core workflow with supporting applications like Slack, Gmail, or Stripe to build multi-step pipelines.
And much more...

Who is Keap Max Classic + Smartsheet integration for?

Teams managing customer journeys in Keap Max Classic and operational tracking in Smartsheet eliminate manual data entry and keep records synchronised instantly.

Performance marketers
Performance marketers
Sales managers
Sales managers
Client success teams
Client success teams
Operations leads
Operations leads
Finance directors
Finance directors
Project coordinators
Project coordinators
📈
Performance marketers
You're running customer acquisition campaigns and tracking leads in Keap Max Classic, but your operational sheets only update when someone manually exports records, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the sheet instantly and your data stays current.
🎯
Sales managers
You need your sales team to act on new inquiries the moment they arrive, but manual data transfer between your CRM and tracking sheets means reps find out too late — with this integration, every new contact triggers immediate sheet updates so follow-ups happen without delay.
🤝
Client success teams
You answer to external stakeholders who want to see real-time project progress, but disparate data sources leave gaps in your reporting — with this integration, every customer milestone in Keap Max Classic updates your Smartsheet deliverables automatically.
⚙️
Operations leads
The volume of customer orders and contact updates is too high for anyone to keep up by hand, leading to missed entries in your operational sheets — with this integration, every record flows seamlessly from Keap Max Classic into Smartsheet without manual intervention.
📊
Finance directors
You depend on accurate billing and invoice records to manage cash flow, but delayed updates between your payment platform and tracking sheets create reconciliation errors — with this integration, every paid invoice in Keap Max Classic updates your financial sheets instantly.
📋
Project coordinators
You own the project kickoff stage and depend on sales reps to hand over client details, but inconsistent record-keeping creates bottlenecks — with this integration, every new order in Keap Max Classic creates an accurate tracking row in Smartsheet right away.
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 + Smartsheet

Build and manage your Keap Max Classic + Smartsheet 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 + Smartsheet 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
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Keap Max Classic to Smartsheet?
Frequently Asked Questions
You can connect Keap Max Classic to Smartsheet in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the automation for you. You can also integrate supporting tools like Gmail, Slack, and Stripe.
Can I automatically add a Smartsheet row when a new contact is created in Keap Max Classic?
Frequently Asked Questions
Can I connect Keap Max Classic, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Keap Max Classic and Smartsheet?
Frequently Asked Questions
How does Keap Max Classic handle data when syncing with Smartsheet?
Frequently Asked Questions
Can I update existing Smartsheet rows when Keap Max Classic records change?
Frequently Asked Questions
Do I need coding skills to automate Keap Max Classic and Smartsheet?
Frequently Asked Questions
Is the Keap Max Classic and Smartsheet 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 Smartsheet With 1500+ Other Apps

Keap Max Classic
Popular Keap Max Classic Integrations
Connect Keap Max Classic to CRMs, email tools, and marketing platforms to manage and follow up on your leads.
Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with project management, reporting, and collaboration tools to keep data working across your stack.