Receive SMS reminders for new appointment date notifications in Maximizer
Elevate your sales strategy with this automation. Receive SMS reminders for Maximizer appointment dates, and gain extra time for preparation, enhancing your chances of a highly productive engagement with clients. Never miss a beat, and seize the opportunity to close deals like a true pro.
Elevate your sales strategy with this automation. Receive SMS reminders for Maximizer appointment dates, and gain extra time for preparation, enhancing your chances of a highly productive engagement with clients. Never miss a beat, and seize the opportunity to close deals like a true pro.
- When this happens...Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
- automatically do this!Send SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
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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