Connect Clickedin to Maximizer CRM and automate any workflow
How Zapier works
Zapier makes it easy to integrate Clickedin with Maximizer CRM - no code necessary. See how you can get setup in minutes.
Connect Clickedin and Maximizer CRM to unlock the power of automation
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead (Connected)
Triggers when a new lead accepts your connection invite.
Try It - Negative Lead
Triggers when a new lead replies for a first time in a negative way.
Try It - Positive Lead
Triggers when a new lead replies for a first time in a positive way.
Try It - Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
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- Lead Who Replied
Triggers when a new lead replies for a first time.
Try It - Neutral Lead
Triggers when a new lead replies for a first time in a neutral way.
Try It - Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try It - Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
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