Send Slack channel messages for new Maximizer opportunities
Struggling to keep your sales processes transparent? This Maximizer-Slack integration can assist by providing updates to everyone on potential opportunities. Once set up, a message will automatically be sent to a chosen Slack channel whenever a new opportunity is created in Maximizer, allowing for easy and seamless communication without interrupting your workflow.
Struggling to keep your sales processes transparent? This Maximizer-Slack integration can assist by providing updates to everyone on potential opportunities. Once set up, a message will automatically be sent to a chosen Slack channel whenever a new opportunity is created in Maximizer, allowing for easy and seamless communication without interrupting your workflow.
- When this happens...New or Updated Opportunity Entry
Triggers when there is a new or updated Opportunity entry
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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