Create leads in Maximizer from new Ninja Forms submissions
Seamlessly connect Maximizer to Ninja Forms and keep your sales team in the loop about the latest leads to come in through your web form. This automation adds new form submissions into your Maximizer CRM as leads, streamlining your sales process. Say goodbye to manual data entry and welcome a new era of productivity, as your team focuses on closing deals and not routine tasks.
Seamlessly connect Maximizer to Ninja Forms and keep your sales team in the loop about the latest leads to come in through your web form. This automation adds new form submissions into your Maximizer CRM as leads, streamlining your sales process. Say goodbye to manual data entry and welcome a new era of productivity, as your team focuses on closing deals and not routine tasks.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Lead Entry
Creates new Lead Entry
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New Form Submission
Triggers when a form is submitted.
Try ItEntry 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
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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
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