Connect Maximizer CRM to Zoom and automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Maximizer CRM with Zoom - no code necessary. See how you can get setup in minutes.

Select a trigger from Maximizer CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Maximizer CRM, a trigger could be "Opportunity Stage Changed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoom

An action is what takes place after the automation is triggered. For example, with Zoom, the action could be "Create Meeting."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Maximizer CRM to Zoom

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Create your first workflow

Quickly connect Maximizer CRM to Zoom with a Zapier template.

Our most popular template

Create Maximizer appointments from new Zoom meetings
Details
Try it
Zoom + Maximizer CRM
Add new Zoom webinar registrants to Maximizer as leads
Details
Try it
Zoom + Maximizer CRM
Add new Zoom meeting registrants as Maximizer leads
Details
Try it
Zoom + Maximizer CRM
Create leads in Maximizer and update ActiveCampaign contacts from new Zoom webinar registrants
Details
Try it
Zoom + Maximizer CRM + ActiveCampaign
Add new Zoom webinar registrants as Maximizer leads and Mailchimp subscribers
Details
Try it
Zoom + Maximizer CRM + Mailchimp
Trigger Zoom action ae:20350 from new or updated appointments in Maximizer CRM
Details
Try it
Maximizer CRM + Zoom

Create Maximizer appointments from new Zoom meetings

Zoom + Maximizer CRM

Add new Zoom webinar registrants to Maximizer as leads

Zoom + Maximizer CRM

Add new Zoom meeting registrants as Maximizer leads

Zoom + Maximizer CRM

Create leads in Maximizer and update ActiveCampaign contacts from new Zoom webinar registrants

Zoom + Maximizer CRM + ActiveCampaign

Add new Zoom webinar registrants as Maximizer leads and Mailchimp subscribers

Zoom + Maximizer CRM + Mailchimp

Trigger Zoom action ae:20350 from new or updated appointments in Maximizer CRM

Maximizer CRM + Zoom

Connect Maximizer CRM and Zoom to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Maximizer CRM and Zoom to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Scheduled
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
Try It

- Parent Type
  Required
- Category
- Entry type
  Required
Trigger
Scheduled
Try It
Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
Try It

Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
Try It
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 entry
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
- Entry type
  Required
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Entry type
  Required
Trigger
Instant
Try It
New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Entry type
  Required
Action
Write
- Upcoming Webinar
- Email Address
- First Name
  Required
- Send Confirmation Email to Registrants
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
Write
- Meeting_uuid
  Required
Action
Search
- Entry type
  Required
- Meeting or Webinar ID
  Required
Action
Search

- Entry type
  Required
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
Try It
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
Try It
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
Try It
Add Subscriber to Campaign Entry
Add Subscriber to Campaign Entry
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
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
Try It
- Entry type
  Required
Trigger
Instant
Try It
- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
Trigger
Instant
Try It
- Upcoming Meeting
- Email Address
- First Name
  Required
- Last Name
- Address
- City
- State
- Zip
- Country
- Phone
- Comments
- Industry
- Job Title
- Number of Employees
- Organization Name
- Purchasing Time Frame
- Role In Purchase Process
- Language
- Auto Approval
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Entry type
  Required
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting UUID
  Required
Action
Search

Automate Zoom: get inspired on the Zapier blog

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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Related categories

Video Conferencing

Similar apps

GoTo Meeting

Video Conferencing

Intermedia AnyMeeting

Video Conferencing

Crowdcast

Webinars

Connect Maximizer CRM to Zoom on the world's largest no-code automation platform

Sign up with Google