Maximizer CRM + Microsoft Outlook + Google Meet
Schedule Google Meet meetings for new or updated appointments in Maximizer and send Microsoft Outlook invites
Say goodbye to manual scheduling as this workflow automatically generates Google Meet meetings for new or updated appointments in Maximizer. Additionally, once activated, it can create a note with the meeting link included on the corresponding Maximizer contact, and effortlessly send a meeting invitation through Outlook to invitees.
Say goodbye to manual scheduling as this workflow automatically generates Google Meet meetings for new or updated appointments in Maximizer. Additionally, once activated, it can create a note with the meeting link included on the corresponding Maximizer contact, and effortlessly send a meeting invitation through Outlook to invitees.
- When this happens...New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
- automatically do this...Schedule a Meeting
Schedules a meeting.
- then do this...Update Appointment
Updates existing Appointment
- then do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Send Email
Send an email from your Outlook account.
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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
