Marketo + Maximizer CRM

Create opportunities for new or existing Address Book entries in Maximizer from new Marketo leads

This powerful workflow allows you to automate lead and opportunity management processes. It effortlessly checks if a fresh Marketo lead already exists in Maximizer Address Book and creates an Address Book entry if needed. Then, it creates an opportunity for this Address Book entry in Maximizer, so that you never miss a deal. Say goodbye to manual data entry and hello to increased efficiency, as you focus on closing deals and maximizing your business growth.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this...
Find Address Book Entry
Searches for existing Address Book entry.
ActionSearch
then do this!
Create Opportunity Entry
Creates new Opportunity entry
ActionWrite

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Supported triggers and actions

What does this mean?

- Form
Trigger
Scheduled
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New Program
Triggers when a new program is created.
Trigger
Scheduled
Try It
- ListRequired
- LeadRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or write

- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
Try It

- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
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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 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

- List
- Additional Fields
Trigger
Scheduled
Try It
- List
- Additional Fields
Trigger
Scheduled
Try It
- Partition
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search
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
Scheduled
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
Try It
- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
Try It
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
- 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 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

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

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Related categories

Marketing Automation

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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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Marketo + Maximizer CRM

Create opportunities for new or existing Address Book entries in Maximizer from new Marketo leads

New Form Submission

Form

New Program

Add Lead to List

LeadRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Lead

E-Mail AddressRequired

Additional fields to retrieve

Partition

New or Updated Address Book Entry

Entry typeRequired

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Appointment Entry

New or Updated Case Entry

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Interaction Entry

Date Notification for Lead

New or Updated Opportunity Entry

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Task Entry

Convert Lead Entry

Create Appointment

Create Document

Create Hotlist Task

Create Note

Create Personal Task

Update Appointment

Update Favourite List

Update Note

Update Task

Find Case

Find Note

Find Task

Find Maximizer User

User Key

First Name

Last Name

Email Address

Restrict single record

Select User Defined Fields (UDFs) to include

Find or Create Address Book entry

Add User Defined Fields (UDFs) to search criteria

Sort by

Sort Order

Search Limit

Restrict single record

Select User Defined Fields (UDFs) to include

New Lead

List

Additional Fields

Updated Lead

List

Additional Fields

Create or Update Lead

Partition

Find Lead

E-Mail AddressRequired

Additional fields to retrieve

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry