Microsoft Excel + Maximizer CRM
Create rows in Microsoft Excel for new Maximizer CRM address book entries
Keep your Microsoft Excel records up to date with new contacts from your Maximizer CRM app using this seamless workflow. Whenever a new address book entry is added in Maximizer CRM, a new row will be created in your specified Microsoft Excel spreadsheet with the contact's information, ensuring that your data stays organized and accessible at all times. Stay on top of your growing contact list with this efficient automation.
Keep your Microsoft Excel records up to date with new contacts from your Maximizer CRM app using this seamless workflow. Whenever a new address book entry is added in Maximizer CRM, a new row will be created in your specified Microsoft Excel spreadsheet with the contact's information, ensuring that your data stays organized and accessible at all times. Stay on top of your growing contact list with this efficient automation.
- When this happens...New or Updated Address Book Entry
Triggers when there is a new or updated Address Book entry
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
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