Microsoft Teams + Proposify + Maximizer CRM

Create notes on contacts in Maximizer and get Microsoft Teams notifications when new proposals are lost in Proposify

When a new proposal is lost in Proposify, this workflow automatically creates comprehensive notes on the corresponding contact in Maximizer, while also sending real-time notifications through Microsoft Teams. This seamless integration enables your team to swiftly adapt strategies, gather valuable insights, and enhance collaboration, leading to increased sales and stronger customer relationships.

When a new proposal is lost in Proposify, this workflow automatically creates comprehensive notes on the corresponding contact in Maximizer, while also sending real-time notifications through Microsoft Teams. This seamless integration enables your team to swiftly adapt strategies, gather valuable insights, and enhance collaboration, leading to increased sales and stronger customer relationships.

  1. When this happens...
    ProposifyProposify
    Proposal Lost

    Triggers when a Proposal is declined by a client.

    TriggerInstant
  2. automatically do this...
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
  3. then do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions