Maximizer CRM + Proposify

Create tasks in Maximizer when clients comment on proposals in Proposify

Supercharge your sales process with this game-changing workflow. Whenever clients comment on proposals in Proposify, this seamless automation generates tasks on the corresponding contacts in Maximizer, ensuring you never miss a beat. Stay organized, streamline communication, and build stronger connections as you effortlessly track and promptly respond to client feedback, resulting in accelerated deal closure and enhanced customer satisfaction.

Supercharge your sales process with this game-changing workflow. Whenever clients comment on proposals in Proposify, this seamless automation generates tasks on the corresponding contacts in Maximizer, ensuring you never miss a beat. Stay organized, streamline communication, and build stronger connections as you effortlessly track and promptly respond to client feedback, resulting in accelerated deal closure and enhanced customer satisfaction.

  1. When this happens...
    ProposifyProposify
    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    TriggerInstant
  2. automatically do this!
    Maximizer CRMMaximizer CRM
    Create Hotlist Task

    Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry

    ActionWrite
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Supported triggers and actions

What does this mean?
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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.
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Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Learn more

Related categories

  • Proposal & Invoice Management