Create contacts with notes in Maximizer from new contacts in Drift
Every new contact you receive through Drift will be automatically added to Maximizer, complete with detailed notes where you can include additional info like contact origin. Say goodbye to manual data entry and hello to a seamless, efficient way to manage your contacts. Spend less time on administrative tasks and more time closing deals with this time-saving workflow!
Every new contact you receive through Drift will be automatically added to Maximizer, complete with detailed notes where you can include additional info like contact origin. Say goodbye to manual data entry and hello to a seamless, efficient way to manage your contacts. Spend less time on administrative tasks and more time closing deals with this time-saving workflow!
- When this happens...New Contact
Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
- automatically do this...Create Address Book Entry
Creates new company, individual or contact in your Address Book
- then do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
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Conversation Manual Push
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
Try ItNew Lead
Triggers when an email address is collected from a lead.
Try ItNew Message
Triggers each time a new message in a conversation is received.
Try ItUser Reached Goal
Triggers when a User has hit a goal within a playbook.
Try It
Conversation Pushed
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
Try ItNew Conversation
Triggers when a conversation is started.
Try ItNew Contact
Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
Try ItLead StageRequired
Try It