Easy Automations get stop conditions to pull a contact out of automation and can be started (or stopped) by an internal form. Plus, Keap Max customers can use checkout forms for recurring payments.
It’s easier to manage Tasks from the contact record now with a quick action button at the top of each contact. Bugs beware. We resolved issues impacting contact lists, dashboard widgets, and more.
Campaigns have moved to the Automations page and have been renamed “advanced automations”. We also renamed forms to better reflect their functions.
We released a ton of new features and updates for Infusionsoft and Keap in October. Watch to learn about all the new features and how they can grow your business.
Use the Form submitted goal to trigger automation whenever a smart or lead form is submitted. And you can now create custom fields while editing a smart or lead form.
Zapier now integrates with Keap — Do more, better, faster! Plus, collect new leads from the right place with multiple Lead forms, and contact first and last names can now begin with lowercase letters
Save important details in Keap’s new Company records, collect leads with embedded lead forms, an Anniversary date field on contact records, and company names can now begin with lowercase letters.
Automate follow up when your contacts schedule, reschedule, or cancel an appointment. Keap 2.0 mobile has arrived with Invoices, a new communications experience, and swipe actions for messages.
Organize your contacts by company, view email marketability statuses from the contact record, and more control over Easy Automations with the ability to view and remove contacts.
September was the culmination of our Fall hackathon. New B2B functionality, email marketability upgrades, and more search upgrades than we can fit in this message. Check out this month’s September Release Report.