Gravity Forms + Microsoft Outlook + Maximizer CRM + Mailchimp

Create Maximizer leads, add Mailchimp subscribers, and send Microsoft Outlook emails for new Gravity Forms submissions

Effortlessly convert new form submissions in Gravity Forms into Maximizer leads, automatically adding them to targeted Mailchimp audiences. Plus, stay on top of every opportunity with automatic email notifications to your sales team, ensuring timely follow-ups and maximizing your chances of closing deals. Alternatively, send automated emails to your leads to collect more data, elaborate on the opportunity, or simply thank them for their submitted form. Save time, streamline your sales process, and deliver personalized communication, all with one powerful automation.

Effortlessly convert new form submissions in Gravity Forms into Maximizer leads, automatically adding them to targeted Mailchimp audiences. Plus, stay on top of every opportunity with automatic email notifications to your sales team, ensuring timely follow-ups and maximizing your chances of closing deals. Alternatively, send automated emails to your leads to collect more data, elaborate on the opportunity, or simply thank them for their submitted form. Save time, streamline your sales process, and deliver personalized communication, all with one powerful automation.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this...
    Maximizer CRMMaximizer CRM
    Create Lead Entry

    Creates new Lead Entry

    ActionWrite
  3. then do this...
    MailchimpMailchimp
    Add/Update Subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

    ActionWrite
  4. then do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Entry typeRequired

    • CriteriaRequired

    • Select User Defined Fields (UDFs) to include

    Trigger
    Scheduled
    Try It
  • Maximizer CRM triggers, actions, and search

    New or Updated Appointment Entry

    Triggers when there is a new or updated Appointment entry

    Trigger
    Scheduled
    Try It
    • FormRequired

    Action
    Write
  • Maximizer CRM triggers, actions, and search

    Opportunity Stage Changed

    Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.

    Trigger
    Instant
    Try It
  • Maximizer CRM triggers, actions, and search

    Date Notification for Address Book Entry

    Triggers when Address Book entry reaches notification date

    Trigger
    Scheduled
    Try It
  • Maximizer CRM triggers, actions, and search

    Date Notification for Appointment Entry

    Triggers when Appointment entry reaches notification date

    Trigger
    Scheduled
    Try It
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

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  • WordPress

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microsoft-outlook logo
microsoft-outlook logo

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Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

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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.
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  • CRM (Customer Relationship Management)

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Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.
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