Gravity Forms + Maximizer CRM
Create tasks in Maximizer for new form submissions in Gravity Forms
Seamlessly integrate Maximizer and Gravity Forms with this Zap to automatically create tasks for Maximizer contacts with every new form submission. In case the contact doesn't exist yet, the integration will create it, leaving no opportunity overlooked. Efficiently manage and prioritize your tasks while maximizing your sales potential with this game-changing integration that ensures no opportunity slips through the cracks.
Seamlessly integrate Maximizer and Gravity Forms with this Zap to automatically create tasks for Maximizer contacts with every new form submission. In case the contact doesn't exist yet, the integration will create it, leaving no opportunity overlooked. Efficiently manage and prioritize your tasks while maximizing your sales potential with this game-changing integration that ensures no opportunity slips through the cracks.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this...Find Address Book Entry
Searches for existing Address Book entry.
- then do this!Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
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 It
FormRequired
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 It
