Create notes on Maximizer contacts and remove them from campaigns in Reply from new Chili Piper meetings
Maximize your lead nurturing potential with this seamless integration of Maximizer, Chili Piper, and Reply. When a new meeting is scheduled in Chili Piper, this integration automatically generates a note on the corresponding Maximizer contact and removes them from a selected Reply campaign.
Maximize your lead nurturing potential with this seamless integration of Maximizer, Chili Piper, and Reply. When a new meeting is scheduled in Chili Piper, this integration automatically generates a note on the corresponding Maximizer contact and removes them from a selected Reply campaign.
- When this happens...New Meeting
Triggers when a new meeting is booked.
- automatically do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Remove Person From Campaign
Remove person from concrete campaign
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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