Create JustCall contacts from new contacts in Maximizer
Simplify your contact management by establishing a seamless workflow that automatically creates a contact in JustCall whenever a new Address Book entry is added to Maximizer. This automation guarantees that your contacts remain consistently up-to-date on both platforms, freeing up your time and effort to concentrate on nurturing relationships with your clients.
Simplify your contact management by establishing a seamless workflow that automatically creates a contact in JustCall whenever a new Address Book entry is added to Maximizer. This automation guarantees that your contacts remain consistently up-to-date on both platforms, freeing up your time and effort to concentrate on nurturing relationships with your clients.
- When this happens...New or Updated Address Book Entry
Triggers when there is a new or updated Address Book entry
- automatically do this!Create Contact
Creates a Contact
- Free forever for core features
- 14 day trial for premium features & apps
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
Try It