Front + Maximizer CRM

Front + Maximizer CRM integrations

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.

When this happens...
New or Updated Opportunity EntryTriggers when there is a new or updated Opportunity entry
TriggerPolling
automatically do this!
Send MessageSends a message creating a new conversation.
ActionWrite

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More things you can do with Maximizer CRM and Front

Discover other triggers and actions you can use with Maximizer CRM and Front

New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
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New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
- Entry type
  Required
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
Try It
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It

New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
Try It

- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
Try It
Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write
- Team
- Rule
  Required
Trigger
Instant
Try It
- Team
- Inboxes
Trigger
Instant
Try It
- Conversation ID
  Required
- Author
- Body
  Required
Action
Write
- Conversation ID
  Required
- Links External URLs
  Required
Action
Write
- Conversation ID
  Required
- Teammate
Action
Write
- Team
- Name
- Description
- Email Addresses
- Phone Numbers
- Links
- Groups
- Picture
- Custom Attributes
Action
Write
- Conversation ID
  Required
- Author
  Required
- To
- Cc
- Bcc
- Subject
- Body
  Required
- Sharing
- Channel ID
  Required
- Quote Body
- Signature ID
- Should add default signature
Action
Write
- Conversation ID
  Required
Action
Write
- Link ID
  Required
Action
Write
- Conversation ID
  Required
- Link IDs
  Required
Action
Write
- Channel
  Required
- Sender Name
- To
  Required
- Cc
- BCC
- Subject
- Body
  Required
- Attachment
- Author
- Archive the Conversation
- Tags
- Tag IDs
Action
Write
- Account ID
  Required
- Name
- Description
- Email Domains
- Custom Attributes
Action
Write
- Inbox
- Conversation ID
  Required
- Assignee
- Status
- Tags
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Handle Source
  Required
- Handle
  Required
Action
Search
- Email Domain
- External ID
- Account ID
- Account Name
  Required
- Description
- Email Domains
- Custom Attributes
Action
Search or write

New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
Try It
- Parent Type
  Required
- Category
- Type
Trigger
Polling
Try It
Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
Try It
Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Campaign
Searches for existing Campaign
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write
- Team
- Inboxes
Trigger
Instant
Try It
- Team
- Inboxes
Trigger
Instant
Try It
- Team
- Tags
Trigger
Instant
Try It
- Contact ID
  Required
- Handle
  Required
- Handle Source
  Required
Action
Write
- Conversation ID
  Required
- Tag IDs
  Required
Action
Write
- Account Name
  Required
- Description
- Email Domains
- External ID
- Custom Attributes
Action
Write
- Channel ID
  Required
- Author
  Required
- To
- cc
- bcc
- Subject
- Body
  Required
- Sharing
Action
Write
- Name
- External URL
  Required
Action
Write
- Inbox
  Required
- Sender Name
- Sender Handle
  Required
- Sender Handle Type
  Required
- To
  Required
- Subject
- Body Format
- Body
  Required
- Date
  Required
- Attachment
- External ID
  Required
- Message Type
- Message Direction
- Author
- Is Archived
  Required
- Should Skip Rules
  Required
- Thread Reference
Action
Write
- Contact ID
  Required
- Handle
  Required
- Handle Source
  Required
- Force
Action
Write
- Conversation ID
  Required
- Tag IDs
  Required
Action
Write
- Conversation ID
  Required
- To
- Cc
- BCC
- Subject
- Body
  Required
- Attachment
- Channel
- Tags
- Tag IDs
- Archive the Conversation
Action
Write
- Contact
  Required
- Name
- Description
- Links
- Groups
- Remove Contact From Every Group
- Picture
- Custom Attributes
Action
Write
- Link ID
  Required
- Name
  Required
Action
Write
- Email Domain
- External ID
- Account ID
Action
Search
- Search Text
- Inbox ID
- Tag
- Contact
- Recipient
- From
- To
- CC
- BCC
- Participant
- Assignee
- Author
- Mention
- Commenter
- Conversation Status
Action
Search
- Handle Source
  Required
- Handle
  Required
- Team
- Name
- Description
- Email Addresses
- Phone Numbers
- Links
- Groups
- Picture
- Custom Attributes
Action
Search or write

About Front

Front is the AI-powered customer service platform built for collaboration that enables 9,000 businesses to deliver five-star service at scale.

Learn moreLearn moreHelpHelp

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Customer Support

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About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

Learn moreLearn moreHelpHelp

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Send messages in Front for new leads in Maximizer

Add new or updated Maximizer contacts to Front