Drift + Microsoft Teams + Maximizer CRM
Create hotlist tasks in Maximizer CRM and send Microsoft Teams channel messages when users reach new Drift goals
Stay organized and act proactively with this integration, which automatically creates tasks for your Maximizer contacts whenever they achieve goals in Drift. This integration will then relay a custom message to your Microsoft Teams channel to keep everyone in the loop. Stay ahead of the game, nurture valuable leads, and achieve sales success effortlessly with this powerful solution that keeps your sales process running like a well-oiled machine!
Stay organized and act proactively with this integration, which automatically creates tasks for your Maximizer contacts whenever they achieve goals in Drift. This integration will then relay a custom message to your Microsoft Teams channel to keep everyone in the loop. Stay ahead of the game, nurture valuable leads, and achieve sales success effortlessly with this powerful solution that keeps your sales process running like a well-oiled machine!
- When this happens...User Reached Goal
Triggers when a User has hit a goal within a playbook.
- automatically do this...Find Address Book Entry
Searches for existing Address Book entry.
- then do this...Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
- then do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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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
