Maximizer CRM Integrations

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Quickly automate Maximizer CRM integrations with Zapier's templates

Add new Calendly events as Maximizer appointments
Details
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Calendly + Maximizer CRM
Create Maximizer notes from new starred emails in Gmail [Business Gmail Accounts Only]
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Gmail + Maximizer CRM
Create notes on contacts in Maximizer when new emails are opened in Constant Contact
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Constant Contact + Maximizer CRM
Create OpenAI-powered Microsoft Outlook email drafts for new Maximizer opportunities
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Maximizer CRM + OpenAI (GPT-4, DALL-E, Whisper) + Microsoft Outlook

Create Maximizer CRM appointments when new Calendly invitees are added
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Calendly + Maximizer CRM

Create Maximizer appointments from new Zoom meetings
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Zoom + Maximizer CRM

Add new Calendly events as Maximizer appointments

Details

Try it

Calendly + Maximizer CRM

Create Maximizer notes from new starred emails in Gmail [Business Gmail Accounts Only]

Details

Try it

Gmail + Maximizer CRM

Create notes on contacts in Maximizer when new emails are opened in Constant Contact

Details

Try it

Constant Contact + Maximizer CRM

Create OpenAI-powered Microsoft Outlook email drafts for new Maximizer opportunities

Details

Try it

Maximizer CRM + OpenAI (GPT-4, DALL-E, Whisper) + Microsoft Outlook

Create Maximizer CRM appointments when new Calendly invitees are added

Details

Try it

Calendly + Maximizer CRM

Create Maximizer appointments from new Zoom meetings

Details

Try it

Zoom + Maximizer CRM

Supported triggers and actions

Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
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Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Scheduled
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
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- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
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Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Campaign
Searches for existing Campaign
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write

- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
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Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write

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 more

Related categories

CRM (Customer Relationship Management)

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Gravity Forms

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Join millions worldwide who automate their work using Zapier

Add new Calendly events as Maximizer appointments

Create Maximizer notes from new starred emails in Gmail [Business Gmail Accounts Only]

Create notes on contacts in Maximizer when new emails are opened in Constant Contact

Create OpenAI-powered Microsoft Outlook email drafts for new Maximizer opportunities

Create Maximizer CRM appointments when new Calendly invitees are added

Create Maximizer appointments from new Zoom meetings

Add new Calendly events as Maximizer appointments

Create Maximizer notes from new starred emails in Gmail [Business Gmail Accounts Only]

Create notes on contacts in Maximizer when new emails are opened in Constant Contact

Create OpenAI-powered Microsoft Outlook email drafts for new Maximizer opportunities

Create Maximizer CRM appointments when new Calendly invitees are added

Create Maximizer appointments from new Zoom meetings

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry

Date Notification for Opportunity

Date Notification for Task

Convert Lead Entry

Create Appointment

Create Document

Create Hotlist Task

Create Note

Create Personal Task

Update Appointment

Update Favourite List

Update Note

Update Task

Find Campaign

Find Lead

Find Opportunity

Find Address Book Entry

Find or Create Lead entry

New or Updated Address Book Entry

New or Updated Appointment Entry

New or Updated Case Entry

New or Updated Interaction Entry

Date Notification for Lead

New or Updated Opportunity Entry

New or Updated Task Entry

Add Subscriber to Campaign

Create Address Book Entry

Create Case

Create Favourite List

Create Lead Entry

Create Opportunity Entry

Update Address Book Entry

Update Case

Update Lead Entry

Update Opportunity

Find Appointment