Maximizer CRM + Zoom

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

Maintain synchronization between your Maximizer CRM and Zoom with this efficient workflow. With each new or updated appointment entry in your Maximizer CRM, this automation ensures the changes are immediately reflected in Zoom. This cuts down on manual intervention and ensures your virtual meetings are always up-to-date with your most current CRM appointments.

Maintain synchronization between your Maximizer CRM and Zoom with this efficient workflow. With each new or updated appointment entry in your Maximizer CRM, this automation ensures the changes are immediately reflected in Zoom. This cuts down on manual intervention and ensures your virtual meetings are always up-to-date with your most current CRM appointments.

  1. When this happens...
    Maximizer CRMMaximizer CRM
    New or Updated Appointment Entry

    Triggers when there is a new or updated Appointment entry

    TriggerPolling
  2. automatically do this!
    ZoomZoom
    ActionWrite
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Supported triggers and actions

  • Maximizer CRM triggers, actions, and search

    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
    Try It
  • Maximizer CRM triggers, actions, and search

    Opportunity Stage Changed

    Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.

    Trigger
    Instant
    Try It
  • Maximizer CRM triggers, actions, and search

    Date Notification for Address Book Entry

    Triggers when Address Book entry reaches notification date

    Trigger
    Polling
    Try It
  • Maximizer CRM triggers, actions, and search

    Date Notification for Appointment Entry

    Triggers when Appointment entry reaches notification date

    Trigger
    Polling
    Try It
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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zoom logo
zoom logo

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
Learn more

Related categories

  • Video Conferencing

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