Create cases in Maximizer CRM for new Formsite form results
Streamline your sales process by connecting Formsite with Maximizer CRM. With this workflow, every time a new form result is submitted in Formsite, a case will be created in Maximizer CRM. This automation saves time, reduces manual work, and ensures that all your customer inquiries are documented and tracked in your CRM efficiently.
Streamline your sales process by connecting Formsite with Maximizer CRM. With this workflow, every time a new form result is submitted in Formsite, a case will be created in Maximizer CRM. This automation saves time, reduces manual work, and ensures that all your customer inquiries are documented and tracked in your CRM efficiently.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Case
Creates new Customer Service Case
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FormRequired
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