Maximizer CRM + OpenAI (GPT-3, DALL-E, Whisper)
Enrich new note entries in Maximizer with actionable insights generated by OpenAI
If you're manually creating new notes from sales calls, this Zapier template can save you time. Once it's active, this integration uses OpenAI to automatically summarize new note entries in Maximizer into well-formed and easily understandable notes, along with actionable items for the whole team.
If you're manually creating new notes from sales calls, this Zapier template can save you time. Once it's active, this integration uses OpenAI to automatically summarize new note entries in Maximizer into well-formed and easily understandable notes, along with actionable items for the whole team.
- When this happens...New or Updated Note Entry
Triggers when there is a new or updated Note entry
- automatically do this...Send Prompt
Sends a prompt to OpenAI and generate a completion.
- then do this!Update Note
Updates existing Note
- Free forever for core features
- 14 day trial for premium features & apps
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItDate Notification for Case
Triggers when Case entry reaches notification date
Try It
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try It
