Google Forms + Microsoft Teams + Maximizer CRM + Microsoft Outlook
Generate Maximizer leads, send emails through Outlook, and receive Teams notifications for new Google Forms submissions
Use this workflow to effortlessly start a sequence of actions whenever a new Google Forms submission is received. Once activated, this automation will generate leads in Maximizer, send personalized emails to form respondents through Outlook, and promptly update your team in Microsoft Teams for each new Google Forms submission.
Use this workflow to effortlessly start a sequence of actions whenever a new Google Forms submission is received. Once activated, this automation will generate leads in Maximizer, send personalized emails to form respondents through Outlook, and promptly update your team in Microsoft Teams for each new Google Forms submission.
- When this happens...New Form Response
Triggers when a new form response is received.
- automatically do this...Create Lead Entry
Creates new Lead Entry
- then do this...Send Email
Send an email from your Outlook account.
- then do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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FormRequired
Try ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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 It
FormRequired
Try ItOpportunity 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 It
