Create meetings in Google Meet for new companies in Maximizer
Once activated, this automation effortlessly schedules Google Meet meetings whenever a new company is added to Maximizer. It not only saves time but also ensures prompt scheduling, enabling you to stay organized and swiftly connect with promising new clients, empowering your team to maintain a competitive edge.
Once activated, this automation effortlessly schedules Google Meet meetings whenever a new company is added to Maximizer. It not only saves time but also ensures prompt scheduling, enabling you to stay organized and swiftly connect with promising new clients, empowering your team to maintain a competitive edge.
- When this happens...New or Updated Address Book Entry
Triggers when there is a new or updated Address Book entry
- automatically do this!Schedule a Meeting
Schedules a meeting.
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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