How to Integrate Slack with Keap Max Classic

Quick summary

This tutorial shows how to integrate Slack with Keap Max Classic using a Zapier automation, so that Slack events automatically trigger actions in Keap without manual data entry. By mapping fields like Invoice ID, Product, and Product Quantity between the two apps, teams can keep their CRM and messaging tools in sync in real time.

Steps

1. Log in to Zapier and create a new Zap by clicking 'Trigger'.
2. Search and select 'Slack' as the trigger app.
3. Choose a trigger event based on your workflow requirements.
4. Log in and authorize Zapier to access your Slack account.
5. Click 'Test trigger' to pull sample data from Slack and verify the setup is correct.
6. Search and select 'Keap' as the action app.
7. Select the action event for the Keap integration.
8. Click 'Allow' to grant Keap access to your Zapier account.
9. Log in and authorize Zapier to access your Keap account.
10. Map data fields from Slack to Keap — including Invoice ID, Product, and Product Quantity — then click 'Continue'.
11. Click 'Test step' to verify the action runs correctly in Keap.
12. Click the 'Rename' button to give your Zap a descriptive name.
13. Click 'Publish' to turn on your Zap and activate the integration.