Delighted + Maximizer CRM

Create cases in Maximizer CRM for new Delighted responses

Effortlessly manage customer feedback with this seamless Delighted to Maximizer CRM workflow. Whenever a new response is received in Delighted, a case is created in Maximizer CRM, streamlining your customer support and ensuring timely follow-ups. Save time and enhance customer satisfaction with this powerful automation.

When this happens...
New Response
Triggers when a new response is received in this Delighted Project.
TriggerScheduled
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Create Case
Creates new Customer Service Case
ActionWrite

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Supported triggers and actions

What does this mean?

New Response
Triggers when a new response is received in this Delighted Project.
Trigger
Scheduled
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- Person ID
- EmailRequired
- Phone Number
- Name
- Properties
Action
Write
- EmailRequired
- Name
- Last Sent At
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- EmailRequired
- Name
- Delay
- Properties
Action
Write

- EmailRequired
Action
Write
- Platform IDRequired
Action
Search

- Trend ID
- Groups
- Since
- Until
Action
Search
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
Scheduled
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
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- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
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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 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

New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Trigger
Scheduled
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- Person ID
- Email
- Phone NumberRequired
- Name
- Properties
Action
Write
- Person IDRequired
- Created At
- ScoreRequired
- Comment
- Properties
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Phone NumberRequired
- Email
- Name
- Delay
- Properties
Action
Write
- Email
- Phone Number
Action
Search
- Platform ID
- Per Page
- Person ID
- Email
- Phone Number
Action
Search
- EmailRequired
- Phone Number
- Name
- Last Sent At
Action
Search or write
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
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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 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

About Delighted

Delighted is the easiest and most beautiful way to measure customer happiness.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Delighted + Maximizer CRM

Create cases in Maximizer CRM for new Delighted responses

New Response

Add Person to Email Autopilot

Person ID

Phone Number

Name

Properties

Add Person

EmailRequired

Name

Last Sent At

Remove Person From Email Autopilot

Person ID

Email

Phone Number

Send Email Survey

EmailRequired

Name

Delay

Properties

Unsubscribe Person

EmailRequired

Get Autopilot Configuration

Platform IDRequired

Get Response Metrics

Trend ID

Groups

Since

Until

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry

Parent TypeRequired

Category

Type

Date Notification for Opportunity

Date Notification for Task

Create Address Book Entry

Create Case

Create Favourite List

Create Lead Entry

Create Opportunity Entry

Update Address Book Entry

Remove existing value for selected fields

Add User Defined Fields (UDFs) to search criteria

Update Case

Update Lead Entry

Update Opportunity

Find Appointment

Find Lead

Find Opportunity

Find Address Book Entry

Add User Defined Fields (UDFs) to search criteria

Sort by

Sort Order

Search Limit

Restrict single record

Select User Defined Fields (UDFs) to include

Find or Create Lead entry

New Unsubscribe

Add Person to SMS Autopilot

Person ID

Email

Phone NumberRequired

Name

Properties

Add Response

Person IDRequired

Created At

ScoreRequired

Comment

Properties

Remove Person From SMS Autopilot