JustCall + Maximizer CRM

JustCall + Maximizer CRM integrations

Send text messages in JustCall for new or updated Maximizer opportunities

Stay connected with your clients by automatically sending a text message through JustCall whenever a new opportunity is created in Maximizer. This Zap helps you proactively engage with your customers, keeping them informed about important updates, thereby fostering stronger relationships and ensuring a seamless sales process.

When this happens...
New or Updated Opportunity EntryTriggers when there is a new or updated Opportunity entry
TriggerPolling
automatically do this!
[Legacy] Send a Text MessageAllows you to send a text message to any number
ActionWrite

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More things you can do with Maximizer CRM and JustCall

Discover other triggers and actions you can use with Maximizer CRM and JustCall

New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
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New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Trigger
Instant
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- Entry type
  Required
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
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- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
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- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
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Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write
Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Trigger
Instant
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Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Trigger
Instant
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Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
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Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Trigger
Instant
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New Incoming Call
Triggers for a new incoming call
Trigger
Instant
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New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Trigger
Polling
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[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Polling
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SMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Instant
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New Voicemail
Triggers whenever there is a new voicemail
Trigger
Instant
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SMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Trigger
Instant
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SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Trigger
Instant
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[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Trigger
Instant
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- Campaign
  Required
- Phone
  Required
- First Name
- Last Name
- Email
Action
Write
- AI Agent ID
  Required
- Contact Number
  Required
- Has Consent
  Required
- Dynamic Variables
Action
Write
- Customer/Client Number
  Required
- JustCall Number
Action
Write
- Campaign ID
  Required
- Phone
  Required
Action
Write
- To Number
  Required
- From
  Required
- Body
  Required
- Date & Time
  Required
- Offset (in minutes)
Action
Write
- To Number
  Required
- From
  Required
- Body
  Required
Action
Write
- Contact id
  Required
- First Name
  Required
- Last Name
- Phone Number
  Required
- Email
- Company
- Notes
- Other Phone Label
- Other Phone Number
Action
Write
- phone
  Required
Action
Search

New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
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Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
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Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
Try It
- Parent Type
  Required
- Category
- Type
Trigger
Polling
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
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Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Campaign
Searches for existing Campaign
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write
AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Trigger
Instant
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Call Answered
Triggers when a call answered an queue.
Trigger
Instant
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Call Initiated
Triggers when a call initiated from JustCall.
Trigger
Instant
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[Legacy] Incoming Call
Triggers for a new incoming call
Trigger
Instant
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Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Trigger
Instant
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Missed Call
Trigger when an incoming call is missed
Trigger
Instant
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Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to your JustCall address book.
Trigger
Polling
Try It
[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Polling
Try It
Call AI Report Generated (Sales Dialer)
Triggers when the AI-powered insights for a Sales Dialer call are generated
Trigger
Instant
Try It
SMS Received
Triggers when an SMS is received in JustCall (incoming only)
Trigger
Instant
Try It
Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
Try It
- Campaign
  Required
- Phone
  Required
- First Name
- Last Name
- Email
Action
Write
- Call Id
  Required
Action
Write
- Customer/Client Number
  Required
- JustCall Number
- Country Code
Action
Write
- firstname
  Required
- lastname
- phone
  Required
- email
- company
- notes
- Agent ID
Action
Write
- To Number
  Required
- From
  Required
- Body
- Media Links
  Required
Action
Write
- To Number
  Required
- From
  Required
- Body
  Required
- Media Links
  Required
Action
Write
- To Number
  Required
- From
  Required
- Body
  Required
Action
Write
- Contact ID
- phone
- email
Action
Search

About JustCall

JustCall helps sales and support teams to connect easily with their leads & customers. We provide a cloud based service that allows you to make calls and send text messages.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create notes on Maximizer contacts and send channel messages in Teams for newly ended calls in JustCall