Microsoft Excel + Maximizer CRM
Track new or updated Maximizer CRM entries by adding rows in Microsoft Excel
Keep your Excel files up-to-date with any changes to the notes in your Maximizer CRM with this seamless workflow. Whenever a note entry is added or updated in Maximizer CRM, a corresponding row will be created in your specified Microsoft Excel file. This ensures your records are always consistent and up-to-date, saving you valuable time and preventing manual data entry errors.
Keep your Excel files up-to-date with any changes to the notes in your Maximizer CRM with this seamless workflow. Whenever a note entry is added or updated in Maximizer CRM, a corresponding row will be created in your specified Microsoft Excel file. This ensures your records are always consistent and up-to-date, saving you valuable time and preventing manual data entry errors.
- When this happens...New or Updated Note Entry
Triggers when there is a new or updated Note 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
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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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