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  • Typeform logoTypeform logo

Maximizer CRM + Typeform

Add new Typeform entries as Maximizer notes

Tired of manually copying and pasting customer information from Typeform to Maximizer? Say goodbye to manual data entry and hello to the power of automation with Zapier! With this integration, every time a new Typeform entry is detected, the information will be automatically captured and saved as a note on the contact record in Maximizer, streamlining your workflow and allowing you to focus on providing value to your customers.

Tired of manually copying and pasting customer information from Typeform to Maximizer? Say goodbye to manual data entry and hello to the power of automation with Zapier! With this integration, every time a new Typeform entry is detected, the information will be automatically captured and saved as a note on the contact record in Maximizer, streamlining your workflow and allowing you to focus on providing value to your customers.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this...
    TypeformTypeform
    Duplicates an Existing Form

    Duplicates an existing form

    ActionWrite
  3. then do this!
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
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Supported triggers and actions

    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • Maximizer CRM triggers, actions, and search

    Opportunity Stage Changed

    Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.

    Trigger
    Instant
    Try It
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
    • Entry typeRequired

    • CriteriaRequired

    • Select User Defined Fields (UDFs) to include

    Trigger
    Polling
    Try It
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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.
typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Related categories

Triggers & Actions