Maximizer CRM + Zendesk

Maximizer CRM + Zendesk integrations

Create Hotlist tasks in Maximizer for new Zendesk tickets

Stay on top of important tasks related to your customer support! When a new ticket is created in Zendesk, this template searches for an existing address book entry, lead, opportunity, or case in Maximizer, and adds a Hotlist task to it. If the entry doesn't exist yet, a new address book entry can be created. This ensures that important support-related data is never missed and helps to streamline your workflow.

When this happens...
Recent TicketTriggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
TriggerPolling
automatically do this!
Create Hotlist TaskCreates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
ActionWrite

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More things you can do with Zendesk and Maximizer CRM

Discover other triggers and actions you can use with Zendesk and Maximizer CRM

New Group
Triggers when a new group is created.
Trigger
Polling
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- View
  Required
Trigger
Polling
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- Tags
Trigger
Instant
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- Who can view suspended tickets
Trigger
Polling
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- Organization
Trigger
Polling
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New User
Triggers when a new user is created.
Trigger
Polling
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- User
  Required
- user_delete_copy
- Permanent Deletion
- user_delete_test_copy
Action
Write

- Ticket
  Required
- Tags
  Required
Action
Write
- Ticket
  Required
- Comment
  Required
- Comment format
- Should the comment be public?
- File
  Required
Action
Write
- Ticket
  Required
- Tags
  Required
Action
Write
- Ticket
  Required
- Subject
- Assignee
- Group
- New status
- New Comment to add to the Ticket
- New Comment format
- Should the new Comment be public?
- Tags
- Additional Tags
- Remove Tags
- Type
- Priority
- Submitter
- Brand
- External ID
- Requester
- Sharing Agreements
- Ticket form
- Collaborators
- Collaborator Emails
- Email CC
- Attachment
Action
Write
- Name
  Required
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External_id
- Verified
Action
Write
- Query
  Required
Action
Search
- Info
- Type
Action
Search
- Ticket_id
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Name
  Required
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External_id
- Verified
Action
Search or write
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
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Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
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Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
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- Parent Type
  Required
- Category
- Type
Trigger
Polling
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
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Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Campaign
Searches for existing Campaign
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write

- Tags
  Required
Trigger
Polling
Try It
- Organization
Trigger
Polling
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New Organization
Triggers when a new organization is created.
Trigger
Polling
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- Ticket (Required for non-admins)
Trigger
Polling
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- Important
- View
  Required
Trigger
Polling
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New View
Triggers when a new view is created.
Trigger
Polling
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- Name
  Required
- Details
- Notes
- Tags
- Domain_names
- External_id
- Group_id
- Shared_tickets
- Shared_comments
Action
Write
- Subject
  Required
- Assignee
- Collaborators
- Collaborator Emails
- Group
- Requester Name
- Requester Email
- First Comment/Description format
- First Comment/Description
  Required
- Should the first Comment be public?
- Tags
- Status
- Type
- Priority
- Submitter
- Ticket form
- Sharing Agreements
- Brand
- External ID
- Email CC
- Attachment
Action
Write
- Ticket
  Required
- Comment body
- Comment format
- Should the Comment be public?
Action
Write
- Organization
  Required
- Name
- Details
- Notes
- Tags
- Domain_names
- External_id
- Shared_tickets
- Shared_comments
Action
Write
- User
  Required
- Name
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External_id
- Verified
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Ticket_id
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Name
  Required
- Details
- Notes
- Tags
- Domain_names
- External_id
- Group_id
- Shared_tickets
- Shared_comments
Action
Search or write
New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
- Entry type
  Required
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
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- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
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- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
Try It
Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

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About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

Learn moreLearn moreHelpHelp

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Maximizer CRM + Zendesk

Maximizer CRM + Zendesk

Create Hotlist tasks in Maximizer for new Zendesk tickets

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