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Maximizer CRM + Microsoft Outlook + Google Meet

Maximizer CRM + Microsoft Outlook + Google Meet

Maximizer CRM + Microsoft Outlook integrations

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.

  1. When this happens...
    New or Updated Appointment Entry
    New or Updated Appointment Entry
    New or Updated Appointment EntryTriggers when there is a new or updated Appointment entry
  2. automatically do this...
    Schedule a Meeting
    Schedule a Meeting
    Schedule a MeetingSchedules a meeting.
  3. then do this...
    Update Appointment
    Update Appointment
    Update AppointmentUpdates existing Appointment
  4. then do this...
    Create Note
    Create Note
    Create NoteCreates new Note for Address Book/Opportunity/Lead/Case entry
  5. then do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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More things you can do with these apps

Discover other triggers and actions you can use with Maximizer CRM, Google Meet, and more

  • Maximizer CRM triggers, actions, and search
    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
  • Maximizer CRM triggers, actions, and search
    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
  • Maximizer CRM triggers, actions, and search
    New or Updated Appointment Entry

    Triggers when there is a new or updated Appointment entry

    Trigger
    Polling
    Try It
  • Maximizer CRM triggers, actions, and 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
  • 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
    Polling
    Try It
  • Maximizer CRM triggers, actions, and search
    Date Notification for Appointment Entry

    Triggers when Appointment entry reaches notification date

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