Maximizer CRM Integrations

Do more with Maximizer CRM

Zapier allows you to instantly connect Maximizer CRM with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Gmail

Email +1Email, Google

42 Integrations

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress

Connect Maximizer CRM to 2,000+ Apps

  • Add new Constant Contact contacts to Maximizer as address book entries

    Constant Contact + Maximizer CRM

    Try It
  • Add new Eventbrite attendees to Maximizer as contacts

    Eventbrite + Maximizer CRM

  • Create Maximizer notes from new starred emails in Gmail [Business Gmail Accounts Only]

    Gmail + Maximizer CRM

  • Create a hotlist task in Maximizer from new starred emails in Gmail [Business Gmail Accounts Only]

    Gmail + Maximizer CRM

  • Create an address book entry in Maximizer from a new scanned business card in Contacts+

    Contacts+ + Maximizer CRM

Maximizer CRM Integration Details

The following Maximizer CRM Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Polling Address Book Entry

Triggers when there's a new and/or updated address book entry.

Polling Case Entry

Triggers when there's a new and/or updated case entry.

Polling Note Entry

Triggers when there's a new and/or updated note entry.

Polling Tasks Entry

Triggers when there's a new and/or updated task entry.

Polling Appointment Entry

Triggers when there's a new and/or updated appointment entry.

Polling Lead Entry

Triggers when there's a new and/or updated lead entry.

Polling Opportunity Entry

Triggers when there's a new and/or updated opportunity entry.

Actions

Create Address Book Entry

Creates a new company, individual or contact in your address book.

Update Address Book Entry

Update Address Book Entry

Create Appointment

Create Appointment

Create Hotlist Task

Create Hotlist Task for abentry/opportunity/lead/case entry

Create Opportunity Entry

Create Opportunity Entry

Update Appointment

Update Appointment by Appointment Key

Update Lead Entry

Update Lead Entry

Update Opportunity

Update Opportunity

Create Lead Entry

Create Lead Entry

Convert Lead Entry

Convert Lead Entry

Create Case

Create a Customer Service Case

Create Note

Create Note for abentry/opportunity/lead/case entry

Create Personal Task

Create Personal Task

Update Case

Update a Customer Service Case

Update Note

Update Note by Note Key

Update Task

Update Task by Task Key

Searches

Lookup Appointment

Search Action for Appointment

Lookup Address Book Entry

Search Action for Address Book Entry.

Lookup Note

Search Action for Note

Lookup Maximizer User

Search Action for Maximizer Users by Key or Name

Lookup Lead Entry

Search Action for Lead.

Lookup Case

Search Action for Case

Lookup Task

Search Action for Task

Find or Create Address Book entry

Find or Create Address Book entry

Connect Maximizer CRM to 2,000+ Apps