Create contacts in Maximizer from new Qwilr projects
Automatically create contacts in Maximizer whenever new projects are created in Qwilr, ensuring that your sales team has a comprehensive database of prospects and clients. Stay organized, build stronger connections, and close deals faster as you seamlessly manage your customer relationships and track your progress in one centralized platform.
Automatically create contacts in Maximizer whenever new projects are created in Qwilr, ensuring that your sales team has a comprehensive database of prospects and clients. Stay organized, build stronger connections, and close deals faster as you seamlessly manage your customer relationships and track your progress in one centralized platform.
- When this happens...New Project
Triggers when a project is first created.
- automatically do this!Create Address Book Entry
Creates new company, individual or contact in your Address Book
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Project Accepted
Triggers when a project is accepted.
Try ItProject First Viewed
Triggers when a project is first viewed.
Try ItCreate Project
Creates a new project.
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try It
New Project
Triggers when a project is first created.
Try ItProject Published
Triggers when a project is published.
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
Try It