Maximizer CRM + Microsoft Outlook + OpenAI (GPT-4, DALL-E, Whisper)

Create OpenAI-powered Microsoft Outlook email drafts for new Maximizer opportunities

This OpenAI-powered solution automatically generates Outlook email drafts when new Maximizer opportunities reach the notification date, leveraging Maximizer's data on the opportunity and related Address Book entry. Never miss an opportunity to reach out to your Maximizer prospects again. Save time, increase productivity, and deliver personalized messages effortlessly with this seamless Zapier integration.

This OpenAI-powered solution automatically generates Outlook email drafts when new Maximizer opportunities reach the notification date, leveraging Maximizer's data on the opportunity and related Address Book entry. Never miss an opportunity to reach out to your Maximizer prospects again. Save time, increase productivity, and deliver personalized messages effortlessly with this seamless Zapier integration.

  1. When this happens...
    Maximizer CRMMaximizer CRM
    Date Notification for Opportunity

    Triggers when Opportunity reaches notification date

    TriggerScheduled
  2. automatically do this...
    OpenAI (GPT-4, DALL-E, Whisper)OpenAI (GPT-4, DALL-E, Whisper)
    Send Prompt

    Sends a prompt to OpenAI and generate a completion.

    ActionWrite
  3. then do this!
    Microsoft OutlookMicrosoft Outlook
    Create Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
  • Maximizer CRM triggers, actions, and search

    Opportunity Stage Changed

    Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.

    Trigger
    Instant
    Try It
  • Maximizer CRM triggers, actions, and search

    Date Notification for Address Book Entry

    Triggers when Address Book entry reaches notification date

    Trigger
    Scheduled
    Try It
  • Maximizer CRM triggers, actions, and search

    Date Notification for Appointment Entry

    Triggers when Appointment entry reaches notification date

    Trigger
    Scheduled
    Try It
  • Maximizer CRM triggers, actions, and search

    Date Notification for Case

    Triggers when Case entry reaches notification date

    Trigger
    Scheduled
    Try It
    • Entry typeRequired

    • CriteriaRequired

    • Select User Defined Fields (UDFs) to include

    Trigger
    Scheduled
    Try It
  • Maximizer CRM triggers, actions, and search

    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
  • Maximizer CRM triggers, actions, and search

    New or Updated Interaction Entry

    Triggers when there is a new or updated Interaction entry

    Trigger
    Scheduled
    Try It
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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openai logo

About OpenAI (GPT-4, DALL-E, Whisper)

From the makers of ChatGPT, the OpenAI integration for GPT-3, DALL·E, or Whisper. Build AI powered workflows with OpenAI’s powerful models. An optimized ChatGPT integration is available here: https://zapier.com/apps/chatgpt/integrations
Learn more

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