formless + Microsoft Outlook + Maximizer CRM
Create notes for Maximizer contacts from new formless responses and send Microsoft Outlook emails
Streamline your customer engagement with this powerful integration! Set it up to automatically create notes in Maximizer for existing contacts and create new contacts with notes for every submission made through formless, ensuring you never miss important feedback. Plus, express your gratitude by automatically sending personalized thank-you emails through Microsoft Outlook, enhancing your customer relationships effortlessly.
Streamline your customer engagement with this powerful integration! Set it up to automatically create notes in Maximizer for existing contacts and create new contacts with notes for every submission made through formless, ensuring you never miss important feedback. Plus, express your gratitude by automatically sending personalized thank-you emails through Microsoft Outlook, enhancing your customer relationships effortlessly.
- When this happens...New Response
Triggers when a new response is submitted.
- automatically do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Send Email
Send an email from your Outlook account.
- Free forever for core features
- 14 day trial for premium features & apps
ConversationRequired
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 ItCriteriaRequired
Select User Defined Fields (UDFs) to include
Try It
Opportunity 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 ItDate Notification for Case
Triggers when Case entry reaches notification date
Try It
