Maximizer CRM + Trello
Create Trello cards from new or updated opportunities in Maximizer CRM
Improve your project management efficiency with this workflow that links your Maximizer CRM with Trello. Whenever there's a new or updated opportunity entry in Maximizer CRM, a corresponding card will be created in Trello. You'll be able to immediately visualize and manage the opportunity, speeding up your sales process and ensuring you never miss a potential deal. This workflow streamlines the way you manage opportunities, allowing you to focus on valuable tasks.
Improve your project management efficiency with this workflow that links your Maximizer CRM with Trello. Whenever there's a new or updated opportunity entry in Maximizer CRM, a corresponding card will be created in Trello. You'll be able to immediately visualize and manage the opportunity, speeding up your sales process and ensuring you never miss a potential deal. This workflow streamlines the way you manage opportunities, allowing you to focus on valuable tasks.
- When this happens...New or Updated Opportunity Entry
Triggers when there is a new or updated Opportunity entry
- automatically do this!Create Card
Triggers when a new card is added.
- Free forever for core features
- 14 day trial for premium features & apps
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
