Maximizer CRM Integrations

CRM (Customer Relationship Management)

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HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Gmail

Email, Google

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Documents, Zapier

Calendly

Scheduling & Booking

Gravity Forms

Forms & Surveys, WordPress

Microsoft Outlook

Calendar, Email, Microsoft

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Developer Tools, Zapier

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Developer Tools, Zapier

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Gmail

Email, Google

Formatter by Zapier

Documents, Zapier

Calendly

Scheduling & Booking

Filter by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Gmail

Email, Google

Formatter by Zapier

Documents, Zapier

Calendly

Scheduling & Booking

Gravity Forms

Forms & Surveys, WordPress

Microsoft Outlook

Calendar, Email, Microsoft

Paths by Zapier

Developer Tools, Zapier

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Quickly automate Maximizer CRM integrations with Zapier's templates

Add new Calendly events as Maximizer appointments
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Calendly + Maximizer CRM
Create Maximizer CRM appointments when new Calendly invitees are added
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Calendly + Maximizer CRM
Add new Eventbrite attendees to Maximizer as contacts
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Eventbrite + Maximizer CRM
Create Maximizer notes from new starred emails in Gmail [Business Gmail Accounts Only]
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Gmail + Maximizer CRM
Add new Constant Contact contacts to Maximizer as address book entries
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Constant Contact + Maximizer CRM

Create hotlist tasks in Maximizer from new starred emails in Gmail [Business Gmail Accounts Only]
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Gmail + Maximizer CRM

Add new Calendly events as Maximizer appointments

Calendly + Maximizer CRM

Create Maximizer CRM appointments when new Calendly invitees are added

Calendly + Maximizer CRM

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

Add new Constant Contact contacts to Maximizer as address book entries

Constant Contact + Maximizer CRM

Create hotlist tasks in Maximizer from new starred emails in Gmail [Business Gmail Accounts Only]

Gmail + Maximizer CRM

Supported triggers and actions

What does this mean?

- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
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- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
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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
- 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

Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Scheduled
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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
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
Try It
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

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.

Related categories

CRM (Customer Relationship Management)

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Popular Maximizer CRM Integrations