Create new Maximizer CRM leads from completed involve.me submissions
Easily keep track of new leads by connecting your involve.me and Maximizer CRM apps with this seamless workflow. When a submission is completed in involve.me, a lead entry is created in Maximizer CRM without any manual work. Streamline your sales process and ensure timely follow-ups with every new lead using this efficient automation.
Easily keep track of new leads by connecting your involve.me and Maximizer CRM apps with this seamless workflow. When a submission is completed in involve.me, a lead entry is created in Maximizer CRM without any manual work. Streamline your sales process and ensure timely follow-ups with every new lead using this efficient automation.
- When this happens...
- automatically do this!Create Lead Entry
Creates new Lead Entry
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involve.me ProjectRequired
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