Apollo + Maximizer CRM

Apollo + Maximizer CRM integrations

Create Maximizer CRM leads from new Apollo contacts

Experience streamlined business operations with this workflow. As soon as a new contact gets added in Apollo, this tool seamlessly inputs the same contact in your Maximizer CRM. This process eliminates the need for manual data entry, keeping your CRM up-to-date with Apollo contacts, and allowing you to focus on critical tasks. Consequently, your sales strategy becomes more proficient, efficient, and effective.

When this happens...
New ContactTriggers when a new Contact is created. Note: This trigger may not always fire instantly after Contacts are created in Apollo. Contact information must be verified as up-to-date first, so there may be a delay of up to 30 minutes.
TriggerInstant
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Create Lead EntryCreates new Lead Entry
ActionWrite

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More things you can do with Apollo and Maximizer CRM

Discover other triggers and actions you can use with Apollo and Maximizer CRM

Account Updated
Triggers when an existing Account is updated.
Trigger
Instant
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New Account
Triggers when a new Account is created.
Trigger
Instant
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- Name
  Required
- Domain
- Phone Number
- Raw Address
Action
Write
- name
  Required
- amount
  Required
- Owner ID
- Opportunity Stage Id
- Closed Date
Action
Write
- Account ID
  Required
- Name
- Domain
- Phone Number
- Address
Action
Write

- Opportunity Id
  Required
- name
- amount
- Opportunity Stage Id
- closed date
- account_id
Action
Write
- email Address
  Required
Action
Search

New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
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New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Trigger
Instant
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- Entry type
  Required
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
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- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
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- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
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Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write

Contact Updated
Triggers when an existing Contact is updated.
Trigger
Instant
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New Contact
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Organization Name
  Required
- Title
- Email Address
  Required
- Address
- Website Url
Action
Write
- Note
  Required
- Contacts IDs
  Required
- Priority
  Required
- Type
  Required
- Due Date
  Required
- Assigned To
  Required
Action
Write
- Contact ID
  Required
- Last Name
- First Name
- Email
- Title
- Organization Name
- Account id
- Direct Phone
- Corporate Phone
- Mobile Phone
- Home Phone
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Organization Name
  Required
- Title
- Address
- Website Url
Action
Search or write
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
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Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
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Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
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- Parent Type
  Required
- Category
- Type
Trigger
Polling
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
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Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Campaign
Searches for existing Campaign
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

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Related categories

Sales & CRM

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.

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Related categories

CRM (Customer Relationship Management)

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