Product Overview
Endless possibilities to put your business on autopilot
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Resources
Connect Keap Max Classic with your favourite apps
Premium
Keap Max Classic (formerly Infusionsoft) helps you automate your small business sales and marketing, while combining your CRM, email marketing, lead capture and e-commerce in one place.
Adding Facebook leads to your CRM is crucial, but is also very monotonous and time-consuming. The solution?—this readymade Facebook Lead Ads to Infusionsoft integration template.
With this integration, every new Facebook lead gets automatically added to your Infusionsoft contacts list. You can map contact fields such as First name, Last name, Email, Phone, etc. from Facebook to the relevant fields on Infusionsoft.
Once you setup this workflow, you will have a lot more time to do what’s important for your business—converting more leads. So, just connect your Facebook lead ads & Infusionsoft accounts in Automate.io, activate this Bot and you are done!
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This Bot runs whenever there is a new lead on Facebook.
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It will be added as a contact on Infusionsoft.
Turn your GoToWebinar registrants into potential leads by collecting them on Infusionsoft without manual copy/paste work.
Use this readymade GoToWebinar to Infusionsoft integration template to make that happen. This integration also comes with standard details such as First Name, Last Name, Email, Company name, and other Address details already mapped to Infusionsoft. However, you can modify it according to your needs. You can even additionally map fields like Job title, Lead Source, etc. while setting up your integration.
After setting up the integration, Automate.io copies every new GoToWebinar registrant as a contact to Infusionsoft automatically. That way, you can immediately start a drip campaign to nurture them.
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This Bot runs whenever there is a new registrant in GoToWebinar.
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Automate.io copies it as a contact in Infusionsoft.
Every event attendee is a potential lead for you. So, collecting and nurturing them is extremely important. And if you’re using Eventbrite to host your events, this template is for you.
This readymade Eventbrite to Infusionsoft integration template can help you get started with nurturing attendees quickly. This template also comes with standard fields such as First Name, Last Name, Email, Job title, and Company already mapped for you. However, you can modify it as per your needs.
After setting up the integration, details of every new Eventbrite attendee will be collected automatically as a contact in Infusionsoft. That way, you can maybe start a drip campaign to nurture them.
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This Bot runs whenever there is a new attendee in Eventbrite.
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Automate.io copies the attendee details as a contact in Infusionsoft.
Modified Opportunity
Triggers when a Opportunity is modified
New Opportunity
Triggers when a Opportunity is created
New Order
Triggers when a Order is created
New Invoice
Triggers when a new Invoice is created
Contact Modified
Triggers when a contact is modified
New Note
Triggers when a new Note is created
New Company
Triggers when a new company is created in infusionsoft account
New Contact Action
Triggers when a new Contact Action (tasks,appointments or notes) is created
New Contact
Triggers when a new Contact is created
New Product
Triggers when a new Product is created
Company Modified
Triggers when a company is modified
New Tag added to Contact
Triggers when a new Tag is added to a Contact
New Task
Triggers when a new Task is created
Opportunity Stage Changed
Triggers when an Opportunity enters a specified stage
New Payment
Triggers when a new Payment is created
New Subscription
Triggers when a new subscription is created
New Invoice Line Item
Triggers when there is a Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
Add Or Update Contact (New)
Create a new contact or update an existing one
Search an Invoice
Searches for invoices based on Contact Id or Invoice Id
Send an Email
Send an Email
Add or Update an Opportunity
Creates a new Opportunity or updates an existing one
Search a Contact
Search for a contact based on Email Address
Search a Tag
Searches for tags based on Tag Id or Tag name
Search a Product
Searches for products based on product Id or name
Add a Company
Creates a new Company
Add or Update a Product
Creates a new Product or updates an existing one
Add an Order
Creates a new Order
Add an Order
Creates a new Order
Add a Note
Creates a new Note
Tag a Contact
Tags a Contact
Send Email From Template
Send email using templates in infusionsoft
Forms
Keap Max Classic
CRM
Run workflows spanning across your Forms, Keap Max Classic and CRM apps. Trigger workflows automatically when things happen in any of the apps.
Try NowiPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.
Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.
Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.
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The drag-and-drop interface makes setting up bots very easy. I was able to integrate the CRM I created in Airtable with Acuity Scheduling, Square, and Google Contacts. Now I don't have to quadruple-enter new clients. Yay! Kate, Founder
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Their team is always responsive whenever I have any issues and answer usually right away or within a couple of hours. Whether it’s live chat or via video call, they always try to answer all of my questions and even go in to troubleshoot for me which saves so much time and energy. I have never seen customer support this responsive and helpful! Mia, Small Business Founder
Say goodbye to those busy days.
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