Maximizer CRM + PayPal
Find or create contacts and opportunities in Maximizer from new successful PayPal sales
Effortlessly manage your contacts and track PayPal sales within Maximizer. When this Zapier template is active, it automatically checks Maximizer whenever you have a new purchase in PayPal to determine if the payer already exists in the contact list; if not, it creates an entry. It then seamlessly generates an opportunity in Maximizer for that contact, eliminating manual tasks for your sales team and ensuring no upsell opportunities slip through the cracks.
Effortlessly manage your contacts and track PayPal sales within Maximizer. When this Zapier template is active, it automatically checks Maximizer whenever you have a new purchase in PayPal to determine if the payer already exists in the contact list; if not, it creates an entry. It then seamlessly generates an opportunity in Maximizer for that contact, eliminating manual tasks for your sales team and ensuring no upsell opportunities slip through the cracks.
- When this happens...Successful Sale
Only successfully completed payments trigger this (with line item support).
- automatically do this!Create Opportunity Entry
Creates new Opportunity entry
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Successful Sale
Only successfully completed payments trigger this.
Try ItRefunded Sale
Only refunded payments trigger this.
Try ItOpportunity 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
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Successful Sale
Only successfully completed payments trigger this (with line item support).
Try ItAll Merchant Transactions
All Merchant Transactions, regardless of status, trigger this.
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
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