Company
Date Published
Author
Will Harris
Word count
1079
Language
English
Hacker News points
None

Summary

Keap Max Classic is a comprehensive CRM platform that offers email marketing and sales functionality to small businesses, with native automation features for streamlining the sales funnel. Zapier integrates with thousands of apps, allowing users to automate workflows (Zaps) that pull in business-critical apps, such as managing contacts, adding leads to marketing campaigns, and updating customer data. The platform can be used to automate lead management processes, including adding and updating contacts from various sources, creating new contacts for first-time customers or updating existing ones, and backing up important contact data. Additionally, Zapier's workflow automation software can be used to create custom integrations with Keap Max Classic, enabling users to automate tasks such as sending emails in Microsoft Outlook when tags are added to contacts in Keap Max Classic, keeping leads engaged with email, and powering up the lead funnel with automation.