Find or create contacts with appointments in Maximizer from new meetings in Chili Piper
Connect Chili Piper and Maximizer seamlessly. With this automation, whenever a new meeting is scheduled in Chili Piper, it automatically locates the corresponding Address Book entry in Maximizer and creates an appointment in the Maximizer calendar, consolidating all your activities in a single location. Should the contact not already exist in Maximizer, the workflow will create one for you. Supercharge your productivity and ensure you never overlook a sales opportunity again!
Connect Chili Piper and Maximizer seamlessly. With this automation, whenever a new meeting is scheduled in Chili Piper, it automatically locates the corresponding Address Book entry in Maximizer and creates an appointment in the Maximizer calendar, consolidating all your activities in a single location. Should the contact not already exist in Maximizer, the workflow will create one for you. Supercharge your productivity and ensure you never overlook a sales opportunity again!
- When this happens...New Meeting
Triggers when a new meeting is booked.
- automatically do this!Create Appointment
Creates new Appointment 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
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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
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