Front + Maximizer CRM
Send messages in Front for new or updated opportunities in Maximizer
Stay on top of your sales pipeline and enhance team communication with this automation. When a new opportunity arises or an existing one gets updated in Maximizer, a message will be sent through Front to keep everyone in the loop. This workflow guarantees your team remains well-informed about critical updates, ultimately saving valuable time and enhancing collaboration across the board.
Stay on top of your sales pipeline and enhance team communication with this automation. When a new opportunity arises or an existing one gets updated in Maximizer, a message will be sent through Front to keep everyone in the loop. This workflow guarantees your team remains well-informed about critical updates, ultimately saving valuable time and enhancing collaboration across the board.
- When this happens...New or Updated Opportunity Entry
Triggers when there is a new or updated Opportunity entry
- automatically do this!Send Message
Sends a message creating a new conversation.
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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
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 ItNew or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try It
