Better Proposals + Microsoft Teams + Maximizer CRM

Create notes in Maximizer and send MS Teams notifications when new proposals are signed in Better Proposals

With just a few clicks, automatically generate notes in Maximizer and receive automatic MS Teams notifications whenever new proposals are signed in Better Proposals. Streamline your communication, collect valuable customer information within your CRM, and stay on top of your sales game effortlessly.

With just a few clicks, automatically generate notes in Maximizer and receive automatic MS Teams notifications whenever new proposals are signed in Better Proposals. Streamline your communication, collect valuable customer information within your CRM, and stay on top of your sales game effortlessly.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Signed

    Triggers when a proposal is signed.

    TriggerScheduled
  2. automatically do this...
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
  3. then do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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Related categories

  • Proposal & Invoice Management
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microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn moreHelp

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  • Microsoft
  • Team Chat

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maximizer logo

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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