Send Slack channel messages with emails generated by Open AI for new expiring Maximizer opportunities
Supercharge your sales team's productivity with this revolutionary workflow! Seamlessly integrate Maximizer and Slack, and never miss a valuable opportunity again. Get real-time updates on expiring Maximizer opportunities directly in your Slack channels, along with AI-crafted email drafts via Open AI to maximize engagement and close more deals faster.
Supercharge your sales team's productivity with this revolutionary workflow! Seamlessly integrate Maximizer and Slack, and never miss a valuable opportunity again. Get real-time updates on expiring Maximizer opportunities directly in your Slack channels, along with AI-crafted email drafts via Open AI to maximize engagement and close more deals faster.
- When this happens...Date Notification for Opportunity
Triggers when Opportunity reaches notification date
- automatically do this...Send Prompt
Sends a prompt to OpenAI and generate a completion.
- then 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