Create contacts in Nextiva from new or updated address book entries in Maximizer CRM
Stay on top of your recently created or updated contacts in Maximizer by swiftly adding them to Nextiva. This integration checks if the contact already exists in Nextiva and, if not, automatically creates one whenever a new or updated address book entry is detected in Maximizer. Save valuable time and eliminate the need for manual contact creation, ensuring that your Nextiva system remains up-to-date with the latest information from Maximizer.
Stay on top of your recently created or updated contacts in Maximizer by swiftly adding them to Nextiva. This integration checks if the contact already exists in Nextiva and, if not, automatically creates one whenever a new or updated address book entry is detected in Maximizer. Save valuable time and eliminate the need for manual contact creation, ensuring that your Nextiva system remains up-to-date with the latest information from Maximizer.
- When this happens...New or Updated Address Book Entry
Triggers when there is a new or updated Address Book entry
- automatically do this!Create Contact
Creates a new personal contact.
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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