Intercom + Maximizer CRM
Add notes in Intercom for new case date notifications in Maximizer CRM
Boost your customer relationship management efficiency with this powerful Maximizer CRM to Intercom link. Each time a date notification arises for a case in Maximizer CRM, the integration promptly creates a corresponding note in Intercom. This eliminates manual data transfer and aids in effectively managing crucial dates and tasks. Save time, minimize errors and streamline processes with this CRM to customer messaging tool automation.
Boost your customer relationship management efficiency with this powerful Maximizer CRM to Intercom link. Each time a date notification arises for a case in Maximizer CRM, the integration promptly creates a corresponding note in Intercom. This eliminates manual data transfer and aids in effectively managing crucial dates and tasks. Save time, minimize errors and streamline processes with this CRM to customer messaging tool automation.
- When this happens...Date Notification for Case
Triggers when Case entry reaches notification date
- automatically do this!Add Note
Add a note to a user.
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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
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