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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Address Book Entry (Via Webhook)" from Maximizer CRM.

Add your action

An action happens after the trigger—such as "Company Lookalikes" in Lusha Connect.

You’re connected!

Zapier seamlessly connects Maximizer CRM and Lusha Connect, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
Try It
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
Try It
- Entry type
  Required
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
Try It
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It

New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
Try It

- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
Try It
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
- Ids
- LinkdinURL
- Email Addresses
- First Names
- Last Names
- Company Domains
- Exclude Emails
- Exclude LinkedIn URLs
- Limit
- Session Id
Action
Write
- Contact filters
- Contact Names
- Job Titles
- Job Titles (Exact Match)
- Normalized Job Titles
- Contact Free Text
- Seniority Level
- Departments
- Linkedin Url
- Existing Data Points
- Existing Data Points Condition
- Countries
- State
- City
- Continent
- Region
- Country Grouping
- Country ISO2
- Contact Signals
- Contact Signals Start Date
- Emails
- Previous Emails
- Previous Job Titles
- Skills
- Certifications
- Awards
- Contact IDs
- Job Changed After Date
- Job Changed Since Last Viewed
- Education - Degrees
- Education - Fields Of Study
- Education - Schools
- Education - Start Year From
- Education - Graduation Year To
- Contact Score Min
- Contact Score Max
- Radius - Countries
- Radius - Zip Codes
- Radius - Distance (miles)
- Company filters
- Company Names
- Company Domains
- Company IDs
- Company Countries
- Company States
- Company Cities
- Company Continents
- Company Regions
- Company Country Groupings
- Company Country ISO2
- Company Size
- Headcount Min
- Headcount Max
- Revenue Min
- Revenue Max
- Technologies
- Technologies Condition
- Industry Labels
- Main Industry IDs
- Sub Industry IDs
- Intent Topics
- Intent Topics Condition
- Intent Topics Operator
- Intent Score Min
- Intent Score Max
- Intent Topic Count Min
- Intent Topic Count Max
- SIC Codes
- NAICS Codes
- Funding - Is IPO
- Funding - Amount Coverage
- Funding - Amount Min
- Funding - Amount Max
- Funding - Date Coverage
- Funding - Date
- Funding - Round Coverage
- Funding - Rounds
- Funding - Type Coverage
- Funding - Investment Types
- Funding - Investors
- Funding - Types
- Founded Year From
- Founded Year To
- Business Model
- Company Type
- Company Linkedin Urls
- Keywords
- Keywords (Exact)
- Keywords Search Fields
- Specialities
- Specialities (Exact)
- Previous Company Domains
- Previous Company Names
- Company Radius - Countries
- Company Radius - Zip Codes
- Company Radius - Distance (miles)
- Location Zip - Country ISO2
- Location Zip - Zip Codes
- HQ Zip - Country ISO2
- HQ Zip - Zip Codes
- Contact exclusions
- Exclude - Contact Names
- Exclude - Job Titles
- Exclude - Job Titles (Exact Match)
- Exclude - Normalized Job Titles
- Exclude - Contact Free Text
- Exclude - Departments
- Exclude - Linkedin Url
- Exclude - Existing Data Points
- Exclude - Existing Data Points Condition
- Exclude - Countries
- Exclude - State
- Exclude - City
- Exclude - Continent
- Exclude - Region
- Exclude - Country Grouping
- Exclude - Country ISO2
- Exclude - Emails
- Exclude - Previous Emails
- Exclude - Previous Job Titles
- Exclude - Skills
- Exclude - Certifications
- Exclude - Awards
- Exclude - Contact IDs
- Exclude - Job Changed After Date
- Exclude - Job Changed Since Last Viewed
- Exclude - Education - Degrees
- Exclude - Education - Fields Of Study
- Exclude - Education - Schools
- Exclude - Education - Start Year From
- Exclude - Education - Graduation Year To
- Exclude - Contact Score Min
- Exclude - Contact Score Max
- Exclude - Radius - Countries
- Exclude - Radius - Zip Codes
- Exclude - Radius - Distance (miles)
- Company exclusions
- Exclude - Company Names
- Exclude - Company Domains
- Exclude - Company IDs
- Exclude - Company Countries
- Exclude - Company States
- Exclude - Company Cities
- Exclude - Company Continents
- Exclude - Company Regions
- Exclude - Company Country Groupings
- Exclude - Company Country ISO2
- Exclude - Company Size
- Exclude - Headcount Min
- Exclude - Headcount Max
- Exclude - Revenue Min
- Exclude - Revenue Max
- Exclude - Technologies
- Exclude - Technologies Condition
- Exclude - Industry Labels
- Exclude - Main Industry IDs
- Exclude - Sub Industry IDs
- Exclude - Intent Topics
- Exclude - Intent Topics Condition
- Exclude - Intent Topics Operator
- Exclude - Intent Score Min
- Exclude - Intent Score Max
- Exclude - Intent Topic Count Min
- Exclude - Intent Topic Count Max
- Exclude - SIC Codes
- Exclude - NAICS Codes
- Exclude - Funding - Is IPO
- Exclude - Funding - Amount Coverage
- Exclude - Funding - Amount Min
- Exclude - Funding - Amount Max
- Exclude - Funding - Date Coverage
- Exclude - Funding - Date
- Exclude - Funding - Round Coverage
- Exclude - Funding - Rounds
- Exclude - Funding - Type Coverage
- Exclude - Funding - Investment Types
- Exclude - Funding - Investors
- Exclude - Funding - Types
- Exclude - Founded Year From
- Exclude - Founded Year To
- Exclude - Business Model
- Exclude - Company Type
- Exclude - Company Linkedin Urls
- Exclude - Keywords
- Exclude - Keywords (Exact)
- Exclude - Keywords Search Fields
- Exclude - Specialities
- Exclude - Specialities (Exact)
- Exclude - Previous Company Domains
- Exclude - Previous Company Names
- Exclude - Company Radius - Countries
- Exclude - Company Radius - Zip Codes
- Exclude - Company Radius - Distance (miles)
- Exclude - Location Zip - Country ISO2
- Exclude - Location Zip - Zip Codes
- Exclude - HQ Zip - Country ISO2
- Exclude - HQ Zip - Zip Codes
- Result options
- Results Per Page
- Pages
- Include Partial Profiles
- Exclude Do-Not-Call
- Lusha Table ID
Action
Write
- Signal Types
  Required
- Contact ID
- Start Date
- Max Results Per Signal
Action
Write
- Company filters
- Company Names
- Company Domains
- Company IDs
- Free Text
- Countries
- States
- Cities
- Continents
- Company Size Ranges
- Headcount Min
- Headcount Max
- Revenue Min
- Revenue Max
- Technologies
- Technologies Condition
- Main Industry IDs
- Sub Industry IDs
- Intent Topics
- Intent Topics Condition
- Intent Topics Operator
- Intent Score Min
- Intent Score Max
- Intent Topic Count Min
- Intent Topic Count Max
- SIC Codes
- NAICS Codes
- Founded Year From
- Founded Year To
- Business Model
- Company Type
- Company Linkedin Urls
- Keywords
- Keywords (Exact)
- Keywords Search Fields
- Specialities
- Specialities (Exact)
- Previous Company Domains
- Previous Company Names
- Radius - Countries
- Radius - Zip Codes
- Radius - Distance (miles)
- Location Zip - Country ISO2
- Location Zip - Zip Codes
- HQ Zip - Country ISO2
- HQ Zip - Zip Codes
- Company Signals
- Company Signals Start Date
- Company Signals - Intent Categories
- Company Signals - Countries
- Company Signals - States
- Company Signals - Location Start Dates
- Company Signals - Departments
- Company Signals - Department Start Dates
- Employee filters
- Contact Job Titles
- Contact Departments
- Contact Seniority Level
- Contact Skills
- Contact Existing Data Points
- Contact Countries
- Contact States
- Contact Cities
- Contact Continents
- Contact Regions
- Contact Country Groupings
- Contact Country ISO2
- Company exclusions
- Exclude - Company Names
- Exclude - Company Domains
- Exclude - Company IDs
- Exclude - Free Text
- Exclude - Countries
- Exclude - States
- Exclude - Cities
- Exclude - Continents
- Exclude - Company Size Ranges
- Exclude - Headcount Min
- Exclude - Headcount Max
- Exclude - Revenue Min
- Exclude - Revenue Max
- Exclude - Technologies
- Exclude - Technologies Condition
- Exclude - Main Industry IDs
- Exclude - Sub Industry IDs
- Exclude - Intent Topics
- Exclude - Intent Topics Condition
- Exclude - Intent Topics Operator
- Exclude - Intent Score Min
- Exclude - Intent Score Max
- Exclude - Intent Topic Count Min
- Exclude - Intent Topic Count Max
- Exclude - SIC Codes
- Exclude - NAICS Codes
- Exclude - Founded Year From
- Exclude - Founded Year To
- Exclude - Business Model
- Exclude - Company Type
- Exclude - Company Linkedin Urls
- Exclude - Keywords
- Exclude - Keywords (Exact)
- Exclude - Keywords Search Fields
- Exclude - Specialities
- Exclude - Specialities (Exact)
- Exclude - Previous Company Domains
- Exclude - Previous Company Names
- Exclude - Radius - Countries
- Exclude - Radius - Zip Codes
- Exclude - Radius - Distance (miles)
- Exclude - Location Zip - Country ISO2
- Exclude - Location Zip - Zip Codes
- Exclude - HQ Zip - Country ISO2
- Exclude - HQ Zip - Zip Codes
- Employee exclusions
- Exclude - Contact Job Titles
- Exclude - Contact Departments
- Exclude - Contact Skills
- Exclude - Contact Existing Data Points
- Exclude - Contact Countries
- Exclude - Contact States
- Exclude - Contact Cities
- Exclude - Contact Continents
- Exclude - Contact Regions
- Exclude - Contact Country Groupings
- Exclude - Contact Country ISO2
- Result options
- Page
- Results Per Page
- Include Partial Profiles
- Lusha Table ID
Action
Search
- Company ID
- Company Name
- Domain
- Client Reference Id
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
Try It
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
Try It
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
Try It
Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
Try It
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
- Company Domains
- Company LinkedIn URLs
- Exclude Domains
- Exclude LinkedIn URLs
- Limit
- Session ID
Action
Write
- Id's
- Reveal
Action
Write
- Signal Types
  Required
- Company ID
- Start Date
- Max Results Per Signal
Action
Write
- ID's
- Reveal
Action
Search
- Id
- First Name
- Last Name
- Company Name
- Company Domain
- Email
- Linkedin Url
Action
Search
- Id
- LinkedinURL
- Email
- FirstName
- Last Name
- Company Name
- Company Domain
- Client Reference Id
- Reveal
Action
Search

For AI agents & developers

Use Maximizer CRM and Lusha Connect with AI agents and code

Beyond Zap workflows. Call Maximizer CRM and Lusha Connect actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Maximizer CRM and Lusha Connect actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Subscriber to Campaign
Company Lookalikes

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Maximizer CRM and Lusha Connect actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* maximizer / lusha-connect action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Connect Maximizer CRM and Lusha Connect to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Maximizer CRM to Lusha Connect integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

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About Lusha Connect

Lusha Connect is a tool that Instantly enrich contacts & companies data, automate outreach, and streamline leads in your workflows.