Create or update OneLocal LocalContacts when new or updated lead entries appear in Maximizer CRM
Streamline your lead management process using this workflow. When a new or updated entry happens in your Maximizer CRM, the information is immediately transferred to OneLocal LocalContacts, creating or updating a contact. This automation not only saves time but also ensures consistency across your CRM and Contact platforms.
Streamline your lead management process using this workflow. When a new or updated entry happens in your Maximizer CRM, the information is immediately transferred to OneLocal LocalContacts, creating or updating a contact. This automation not only saves time but also ensures consistency across your CRM and Contact platforms.
- When this happens...New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
- automatically do this!Create or Update Contact
Create a new contact or update a contact that matches an external/contact ID.
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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