Create leads in Maximizer from new Chili Piper meetings
Optimize your sales process by integrating Chili Piper and Maximizer through this seamless workflow. Whenever a new meeting is scheduled in Chili Piper, a corresponding lead will automatically be generated in Maximizer, ensuring that your prospect list remains up-to-date. Enhance your operational efficiency and never overlook a potential lead again with this time-saving automation.
Optimize your sales process by integrating Chili Piper and Maximizer through this seamless workflow. Whenever a new meeting is scheduled in Chili Piper, a corresponding lead will automatically be generated in Maximizer, ensuring that your prospect list remains up-to-date. Enhance your operational efficiency and never overlook a potential lead again with this time-saving automation.
- When this happens...New Meeting
Triggers when a new meeting is booked.
- automatically do this!Create Lead Entry
Creates new Lead Entry
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New Meeting
Triggers when a new meeting is booked.
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
Meeting Rescheduled
Chili Piper meeting is rescheduled
Try ItEntry 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 It