Create cases in Maximizer CRM for new leads in Interact
Easily manage your leads from Interact by creating new cases in Maximizer CRM with this seamless workflow. Once set up, every time you receive a new lead in Interact, a corresponding case will be created in Maximizer CRM, allowing you to efficiently track and follow up with potential customers. Stay organized and improve your conversion rates with this timesaving automation.
Easily manage your leads from Interact by creating new cases in Maximizer CRM with this seamless workflow. Once set up, every time you receive a new lead in Interact, a corresponding case will be created in Maximizer CRM, allowing you to efficiently track and follow up with potential customers. Stay organized and improve your conversion rates with this timesaving automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Case
Creates new Customer Service Case
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QuizRequired
Try ItEntry 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 It
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