Connect Gravity Forms and Maximizer CRM to unlock the power of automation

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Quickly connect Gravity Forms to Maximizer CRM with a Zapier template.

Our most popular template

Create Maximizer leads from new Gravity Forms submissions
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Gravity Forms + Maximizer CRM
Create new Maximizer CRM cases from Gravity Forms submissions
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Gravity Forms + Maximizer CRM
Create contacts with notes in Maximizer from new Gravity Forms submissions
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Gravity Forms + Maximizer CRM
Create cases in Maximizer from new Gravity Forms form submissions
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Gravity Forms + Maximizer CRM
Create tasks in Maximizer for new form submissions in Gravity Forms
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Gravity Forms + Maximizer CRM
Create Maximizer leads, add Mailchimp subscribers, and send Microsoft Outlook emails for new Gravity Forms submissions
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Gravity Forms + Maximizer CRM + Mailchimp + 1 more

Create Maximizer leads from new Gravity Forms submissions

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Gravity Forms + Maximizer CRM

Create new Maximizer CRM cases from Gravity Forms submissions

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Gravity Forms + Maximizer CRM

Create contacts with notes in Maximizer from new Gravity Forms submissions

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Gravity Forms + Maximizer CRM

Create cases in Maximizer from new Gravity Forms form submissions

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Gravity Forms + Maximizer CRM

Create tasks in Maximizer for new form submissions in Gravity Forms

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Gravity Forms + Maximizer CRM

Create Maximizer leads, add Mailchimp subscribers, and send Microsoft Outlook emails for new Gravity Forms submissions

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Gravity Forms + Maximizer CRM + Mailchimp + 1 more

Add new Gravity Forms submissions to Maximizer as leads and to JustCall sales dialer campaigns
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Gravity Forms + Maximizer CRM + JustCall
Create Xero invoices and Maximizer tasks from new Gravity Forms submissions
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Gravity Forms + Maximizer CRM + Xero

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Zapier makes it easy to integrate Gravity Forms with Maximizer CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.

Add your action

An action happens after the trigger—such as "Add Subscriber to Campaign" in Maximizer CRM.

You’re connected!

Zapier seamlessly connects Gravity Forms and Maximizer CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
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- Form
  Required
Action
Write
- Entry type
  Required
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
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- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
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- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
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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

- Form
  Required
Action
Write
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
Polling
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
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- Parent Type
  Required
- Category
- Entry type
  Required
Trigger
Polling
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
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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 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

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Gravity Forms and Maximizer CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Gravity Forms on the Zapier blog

Make work flow with AI

Level up your Gravity Forms to Maximizer CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys WordPress

Similar apps

Formdesk

Forms & Surveys

Zoho Creator

App Builder, Zoho

Formidable Forms

Forms & Surveys, WordPress

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect Gravity Forms to Maximizer CRM on the world's largest no-code automation platform

Explore Gravity Forms + Maximizer CRM Integrations

cisco-webex-teams

Explore Gravity Forms + Maximizer CRM Integrations

cisco-webex-teams

Connect Gravity Forms and Maximizer CRM to unlock the power of automation

Set up your first integration

Create Maximizer leads from new Gravity Forms submissions

Create new Maximizer CRM cases from Gravity Forms submissions

Create contacts with notes in Maximizer from new Gravity Forms submissions

Create cases in Maximizer from new Gravity Forms form submissions

Create tasks in Maximizer for new form submissions in Gravity Forms

Create Maximizer leads, add Mailchimp subscribers, and send Microsoft Outlook emails for new Gravity Forms submissions

Create Maximizer leads from new Gravity Forms submissions

Create new Maximizer CRM cases from Gravity Forms submissions

Create contacts with notes in Maximizer from new Gravity Forms submissions

Create cases in Maximizer from new Gravity Forms form submissions

Create tasks in Maximizer for new form submissions in Gravity Forms

Create Maximizer leads, add Mailchimp subscribers, and send Microsoft Outlook emails for new Gravity Forms submissions

Add new Gravity Forms submissions to Maximizer as leads and to JustCall sales dialer campaigns

Create Xero invoices and Maximizer tasks from new Gravity Forms submissions

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Gravity Forms and Maximizer CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Gravity Forms on the Zapier blog

6 ways to automate Gravity Forms with Zapier

How to send Gravity Forms responses to Salesforce as custom objects

How to add a new lead to Salesforce for new Gravity Forms responses

Make work flow with AI

Connect Gravity Forms to Maximizer CRM on the world's largest no-code automation platform

Explore Gravity Forms + Maximizer CRM Integrations

Explore Gravity Forms + Maximizer CRM Integrations