Create Maximizer leads with notes from new Facebook Messenger messages sent to page
Use this powerful workflow to automatically generate leads enriched with valuable notes in Maximizer whenever your Facebook page receives new messages. Streamline data management, free up valuable time, and focus on closing deals as you seamlessly transform incoming messages into sales opportunities.
Use this powerful workflow to automatically generate leads enriched with valuable notes in Maximizer whenever your Facebook page receives new messages. Streamline data management, free up valuable time, and focus on closing deals as you seamlessly transform incoming messages into sales opportunities.
- When this happens...New Message sent to Page
Triggers when a new Message is sent to a page.
- automatically do this...Create Lead Entry
Creates new Lead Entry
- then do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
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PageRequired
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
Response Msg
PageRequired
Recipient IdRequired
TextRequired
Entry 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