Front + Maximizer CRM

Send messages in Front for new leads in Maximizer

Effortlessly optimize your sales process with this streamlined integration that connects Maximizer and Front. Whenever a new lead is added in Maximizer, a message is automatically sent in Front, ensuring your team stays informed and up-to-date on potential new clients. Elevate your client communication and never miss a lead again with this seamless Zap.

When this happens...
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
TriggerScheduled
automatically do this!
Send Message
Sends a message creating a new conversation.
ActionWrite

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Supported triggers and actions

What does this mean?

Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
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Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Scheduled
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
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- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
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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
- 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 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
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- Team
- Inboxes
Trigger
Instant
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- Team
Trigger
Instant
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- Conversation IDRequired
- Links External URLsRequired
Action
Write
- Conversation IDRequired
- Teammate
Action
Write
- Team
- Name
- Description
- Email Addresses
- Phone Numbers
- Links
- Groups
- Picture
- Custom Attributes
Action
Write
- Conversation IDRequired
- Author
- To
- Cc
- Bcc
- Subject
- BodyRequired
- Sharing
- Channel IDRequired
Action
Write
- Conversation IDRequired
Action
Write
- Link IDRequired
Action
Write
- Conversation IDRequired
- Tag IDsRequired
Action
Write
- Conversation IDRequired
- To
- Cc
- BCC
- Subject
- BodyRequired
- Attachment
- Channel
- Tags
- Tag IDs
- Archive the Conversation
Action
Write
- ContactRequired
- Name
- Description
- Links
- Groups
- Remove Contact From Every Group
- Picture
- Custom Attributes
Action
Write
- Link IDRequired
- NameRequired
Action
Write
- Email Domain
- External ID
- Account ID
Action
Search
- Email Domain
- External ID
- Account ID
- Account NameRequired
- Description
- Email Domains
- Custom Attributes
Action
Search or write

- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
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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 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
- RuleRequired
Trigger
Instant
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- Team
- Inboxes
Trigger
Instant
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- Conversation IDRequired
- Author
- BodyRequired
Action
Write
- Conversation IDRequired
- Tag IDsRequired
Action
Write
- Account NameRequired
- Description
- Email Domains
- External ID
- Custom Attributes
Action
Write
- Channel IDRequired
- AuthorRequired
- To
- cc
- bcc
- Subject
- BodyRequired
- Sharing
Action
Write
- Name
- External URLRequired
Action
Write
- InboxRequired
- Sender Name
- Sender HandleRequired
- Sender Handle TypeRequired
- ToRequired
- Subject
- Body Format
- BodyRequired
- DateRequired
- Attachment
- External IDRequired
- Message Type
- Message Direction
- Author
- Is ArchivedRequired
- Should Skip RulesRequired
- Thread Reference
Action
Write
- Conversation IDRequired
- Link IDsRequired
Action
Write
- ChannelRequired
- Sender Name
- ToRequired
- Cc
- BCC
- Subject
- BodyRequired
- Attachment
- Author
- Archive the Conversation
- Tags
- Tag IDs
Action
Write
- Account IDRequired
- Name
- Description
- Email Domains
- Custom Attributes
Action
Write
- Inbox
- Conversation IDRequired
- Assignee
- Status
- Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Handle SourceRequired
- HandleRequired
Action
Search
- Handle SourceRequired
- HandleRequired
- Team
- Name
- Description
- Email Addresses
- Phone Numbers
- Links
- Groups
- Picture
- Custom Attributes
Action
Search or write

About Front

Front is the shared inbox for teams that brings your email, communication channels, and apps into one platform for collaboration.

Learn more Help

Related categories

Similar apps

Zendesk

Customer Support

Gmail

Email, Google

Help Scout

Customer Support

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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Front + Maximizer CRM

Send messages in Front for new leads in Maximizer

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry

Category

Type

Date Notification for Opportunity

Date Notification for Task

Create Address Book Entry

Create Case

Create Favourite List

Create Lead Entry

Create Opportunity Entry

Update Address Book Entry

Add User Defined Fields (UDFs) to search criteria

Update Case

Update Lead Entry

Update Opportunity

Find Appointment

Find Lead

Find Opportunity

Find Address Book Entry

Add User Defined Fields (UDFs) to search criteria

Sort by

Sort Order

Search Limit

Restrict single record

Select User Defined Fields (UDFs) to include

Find or Create Lead entry

New Comment

Team

Inboxes

New Inbound Message

Team

Inboxes

New Tag Added to Message

Team

Add Conversation Links

Conversation IDRequired

Links External URLsRequired

Assign or Unassign Conversation

Conversation IDRequired

Teammate

Create Contact

Team

Name

Description

Email Addresses

Phone Numbers

Links

Groups

Picture

Custom Attributes

Create Draft Reply

Conversation IDRequired

Author

To

Cc

Bcc

Subject

BodyRequired

Sharing

Channel IDRequired

Get Conversation Last Message

Conversation IDRequired

List Link Conversations

Link IDRequired

Remove Conversation Tags

Conversation IDRequired

Tag IDsRequired

Send Reply

Conversation IDRequired

To