Maximizer CRM + Microsoft Outlook
Create Microsoft Outlook events for new or updated Maximizer CRM appointments
Ensure that you never miss an appointment! This automation will instantly create a new event in Microsoft Outlook when a new or updated appointment is added in Maximizer CRM. It's an effortless way to keep your calendar up-to-date and stay prepared for all upcoming appointments. This workflow yields efficiency and timeliness, allowing you to focus more on your clients and less on administrative tasks.
Ensure that you never miss an appointment! This automation will instantly create a new event in Microsoft Outlook when a new or updated appointment is added in Maximizer CRM. It's an effortless way to keep your calendar up-to-date and stay prepared for all upcoming appointments. This workflow yields efficiency and timeliness, allowing you to focus more on your clients and less on administrative tasks.
- When this happens...New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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
