Features of each integration are provided by your service provider.

Keap Max Classic

Add-in Classification

Standard

Product / License Type

CRM Connect Plus

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Keap Max Classic

Application:

Keap Max Classic

Market:

General CRM

Notes / Advisories

Infusionsoft API has a limitation that does not allow searching by First Name.  

Call activity logging - When creating a Task for a Company or User, it is not linked to any record. These Tasks will then only show up in the user’s Task list (e.g. on “My Day”). If the Task is marked as completed (e.g. because it was logged automatically at the end of a phone call), 

Other Information

Operating System:

Mac

Product:

Cloudya CRM Connect

References

  1. Keap Max Classic (Product Website)
  2. Keap Max Classic (Manufacturer Website)