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...
- automatically do this!Create Opportunity Entry
Creates new Opportunity entry
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Docs Link
Events
Try ItDocs Link
Events
Try ItDocs Link
Events
Try ItInvoice Number
Reference
Currency Code
Invoice Date
Due Date
Payment Terms
Note
Terms and Conditions
Memo
Your Business Name
Your First Name
Your Last Name
Your Email
Your Phone Country Code
Your Phone Number
Your Phone Type
Your Website
Your Tax ID
Your Logo URL
Your Additional Notes
Your Address Line 1
Your Address Line 2
Your Address Line 3
Your City
Your State/Province
Your Postal Code
Your Country Code
Recipient Business Name
Recipient First Name
Recipient Last Name
Recipient Email
Recipient Phone Country Code
Recipient Phone Number
Recipient Phone Type
Recipient Additional Info
Recipient Language
Recipient Address Line 1
Recipient Address Line 2
Recipient Address Line 3
Recipient City
Recipient State/Province
Recipient Postal Code
Recipient Country Code
Shipping Business Name
Shipping First Name
Shipping Last Name
Shipping Address Line 1
Shipping Address Line 2
Shipping Address Line 3
Shipping City
Shipping State/Province
Shipping Postal Code
Shipping Country Code
Item NameRequired
Item Description
Item QuantityRequired
Item Unit AmountRequired
Unit of Measure
Item Date
Item Tax Name
Item Tax Percentage
Item Tax Note
Item Discount Type
Item Discount Value
Invoice Discount Type
Invoice Discount Value
Shipping Amount
Shipping Tax Name
Shipping Tax Percentage
Custom Charge Label
Custom Charge Amount
Allow Partial Payment
Minimum Amount Due
Allow Tip
Tax Calculated After Discount
Tax Inclusive Pricing
Template ID
Additional Recipients (CC)
Docs Link
Events
Try ItDocs Link
Events
Try ItDocs Link
Events
Try ItAmountRequired
Currency Code
Payment Intent
Description
Reference ID
Custom ID
Invoice ID
Payer Email
Payer First Name
Payer Last Name
Item Name
Item Quantity
Item SKU
Item Category
Shipping Type
Shipping Full Name
Shipping Email
Shipping Address Line 1
Shipping Address Line 2
Shipping State/Province
Shipping City
Shipping Postal Code
Shipping Country Code
Return URL
Cancel URL
Brand Name
Shipping Preference
User Action
Soft Descriptor
