Gmail + Maximizer CRM
Send emails in Gmail for new or updated address book entries in Maximizer CRM
Maintain a seamless communication flow with your contacts using this workflow. When a new or updated entry is noted in your Maximizer CRM address book, an email is directly sent from your Gmail account. This smart and efficient automation ensures your contacts are timely notified, enhancing your CRM management and productivity.
Maintain a seamless communication flow with your contacts using this workflow. When a new or updated entry is noted in your Maximizer CRM address book, an email is directly sent from your Gmail account. This smart and efficient automation ensures your contacts are timely notified, enhancing your CRM management and productivity.
- When this happens...New or Updated Address Book Entry
Triggers when there is a new or updated Address Book entry
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItDate Notification for Case
Triggers when Case entry reaches notification date
Try It
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try It
