July updates 2019 | Keap

Tags: Keap-Max

This article applies to:

Make Appointments more flexible with locations

Appointments just got more friendly with additional options for your contacts. You can set the location (online, phone, or in-person), or you can let your contact choose. Access this feature when you edit or add a new appointment type. Learn more.

New integration: Import contacts with Microsoft 

Save time and get organized with Microsoft (Office365 or Outlook.com) contact import. From your contact list, decide who you want to import and quickly organize them into lists. Learn more.

Your QuickBooks Online integration just got better

In addition to importing your QuickBooks Online contacts, you can now seamlessly sync your products and invoices. No more manual data entry necessary. All you have to do is connect your QuickBooks Online and Keap accounts. Learn more.

Automate your Pipeline deals in Campaign Builder

Speed up your Pipeline momentum with the addition of a new goal in Campaign Builder (CB): Deal stage move. Create a variety of automations to expedite your process that initiate whenever a lead moves into or out of a stage. Learn more.