Maximizer CRM and Salesflare

CRM (Customer Relationship Management) maximizer.com ↗

How to connect Maximizer CRM

Via Zapier — 49 operations available. Set it up ↗

What you can automate

When new or Updated Appointment (Via Webhook) in Maximizer CRM, create meeting, then create call in Salesflare.
When new or Updated Lead Entry (Via Webhook) in Maximizer CRM, find or create contact in Salesflare.
When opportunity Stage Changed in Maximizer CRM, create opportunity in Salesflare.
When new or Updated Appointment Entry in Maximizer CRM, create meeting, then create call in Salesflare.
When new or Updated Lead Entry in Maximizer CRM, find or create contact in Salesflare.
When new or Updated Note Entry in Maximizer CRM, create internal note in Salesflare.

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.

Maximizer CRM operations on Zapier

Triggers (18)

Start a workflow when this happens

Date Notification for Address Book Entry — Triggers when Address Book entry reaches notification date
Date Notification for Appointment Entry — Triggers when Appointment entry reaches notification date
Date Notification for Case — Triggers when Case entry reaches notification date
Date Notification for Lead — Triggers when lead entry reaches notification date
Date Notification for Opportunity — Triggers when Opportunity reaches notification date

Show 13 more triggers

Date Notification for Task — Triggers when Task reaches notification date
New or Updated Address Book Entry — Triggers when there is a new or updated Address Book entry
New or Updated Address Book Entry (Via Webhook) — Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
New or Updated Appointment (Via Webhook) — Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
New or Updated Appointment Entry — Triggers when there is a new or updated Appointment entry
New or Updated Case Entry — Triggers when there is a new or updated Case entry
New or Updated Interaction Entry — Triggers when there is a new or updated Interaction entry
New or Updated Lead Entry — Triggers when there is a new or updated Lead entry
New or Updated Lead Entry (Via Webhook) — Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
New or Updated Note Entry — Triggers when there is a new or updated Note entry
New or Updated Opportunity Entry — Triggers when there is a new or updated Opportunity entry
New or Updated Task Entry — Triggers when there is a new or updated Task entry
Opportunity Stage Changed — Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.

Actions (22)

Things Salesflare can make it do

Add Subscriber to Campaign — Add Subscriber to Campaign
Convert Lead Entry — Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Create Address Book Entry — Creates new company, individual or contact in your Address Book
Create Appointment — Creates new Appointment entry
Create Case — Creates new Customer Service Case

Show 17 more actions

Create Document — Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Create Favourite List — Creates new Favourite list
Create Hotlist Task — Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Create Lead Entry — Creates new Lead Entry
Create Note — Creates new Note for Address Book/Opportunity/Lead/Case entry
Create Opportunity Entry — Creates new Opportunity entry
Create Personal Task — Creates new Personal Task
Find or Create Address Book entry — Find or Create Address Book entry
Find or Create Lead entry — Find or Create Lead entry
Update Address Book Entry — Updates existing Address Book entry
Update Appointment — Updates existing Appointment
Update Case — Updates existing Customer Service Case
Update Favourite List — Updates existing Favourite List
Update Lead Entry — Updates existing Lead Entry
Update Note — Updates existing Note
Update Opportunity — Updates existing Opportunity
Update Task — Updates existing Task