Front + Maximizer CRM
Add new or updated Maximizer contacts to Front
Keep your Front contacts up-to-date with this seamless workflow between Maximizer and Front. Whenever there are new or updated Address Book entries in Maximizer, this automation will update the corresponding contact in Front or generate them if they're missing, ensuring that your team stays informed and aligned. Save valuable time, minimize data discrepancies, and foster enhanced collaboration through this efficient integration.
Keep your Front contacts up-to-date with this seamless workflow between Maximizer and Front. Whenever there are new or updated Address Book entries in Maximizer, this automation will update the corresponding contact in Front or generate them if they're missing, ensuring that your team stays informed and aligned. Save valuable time, minimize data discrepancies, and foster enhanced collaboration through this efficient integration.
- When this happens...New or Updated Address Book Entry
Triggers when there is a new or updated Address Book entry
- automatically do this!Update Contact
Updates an existing contact.
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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
