Create hotlist tasks and notes in Maximizer contacts and draft Microsoft Outlook emails when new Qwilr projects are accepted
As projects are accepted in Qwilr, this integration automatically creates detailed notes on the corresponding Maximizer contacts, allowing the sales team to seamlessly manage client interactions in a single source of truth. Additionally, the workflow creates Maximizer tasks and drafts personalized messages in Microsoft Outlook, reminding salespeople to express gratitude, fostering stronger customer relationships, and driving repeat business.
As projects are accepted in Qwilr, this integration automatically creates detailed notes on the corresponding Maximizer contacts, allowing the sales team to seamlessly manage client interactions in a single source of truth. Additionally, the workflow creates Maximizer tasks and drafts personalized messages in Microsoft Outlook, reminding salespeople to express gratitude, fostering stronger customer relationships, and driving repeat business.
- When this happens...Project Accepted
Triggers when a project is accepted.
- automatically do this...Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
- then do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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Project Accepted
Triggers when a project is accepted.
Try ItProject First Viewed
Triggers when a project is first viewed.
Try ItCreate Project
Creates a new project.
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try It
New Project
Triggers when a project is first created.
Try ItProject Published
Triggers when a project is published.
Try ItOpportunity 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 It