Update rows in Microsoft Excel with new or updated opportunities from Maximizer CRM
Keep on top of your valuable opportunities with this thoughtful workflow. As soon as there's a change or new entry in your Maximizer CRM, this integration promptly updates the respective row in your Microsoft Excel sheet. Experience efficiency in your sales operations as this automation ensures your Excel data accurately reflects the latest updates from your CRM, streamlining your sales prospect tracking process.
Keep on top of your valuable opportunities with this thoughtful workflow. As soon as there's a change or new entry in your Maximizer CRM, this integration promptly updates the respective row in your Microsoft Excel sheet. Experience efficiency in your sales operations as this automation ensures your Excel data accurately reflects the latest updates from your CRM, streamlining your sales prospect tracking process.
- When this happens...New or Updated Opportunity Entry
Triggers when there is a new or updated Opportunity entry
- automatically do this!Update Row
Updates a row in a specific worksheet.
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Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
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Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
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 It
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Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItOpportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
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Triggers when Address Book entry reaches notification date
Try ItDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try It