Create notes in Maximizer and send Teams notifications when new contacts are marked ‘Finished’ in Reply campaigns
This seamless automation, once enabled, generates detailed notes in Maximizer and sends Teams messages the moment your contacts are tagged as 'Finished' in Reply campaigns. It empowers your sales team to streamline communication, track progress effortlessly, and prioritize follow-ups and action items. The result is boosted productivity, enhanced collaboration, and ultimately, a finely tuned sales process primed for success.
This seamless automation, once enabled, generates detailed notes in Maximizer and sends Teams messages the moment your contacts are tagged as 'Finished' in Reply campaigns. It empowers your sales team to streamline communication, track progress effortlessly, and prioritize follow-ups and action items. The result is boosted productivity, enhanced collaboration, and ultimately, a finely tuned sales process primed for success.
- When this happens...Prospect Finished
Triggers when a prospect finishes in terms of campaign.
- automatically do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Try ItNew Link Clicked
Triggers when a person clicks your link in email.
Try ItNew Email Opened
Triggers when a person opens your email.
Try ItNew Email Replied
Triggers when a person replied.
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New Person Bounce
Triggers when an email address bounce (soft & hard).
Try ItNew Emails Sent
Triggers when new email sent (first step or follow-up).
Try ItNew Person Opt Out
Triggers when a person clicks opt out link.
Try ItProspect Finished
Triggers when a prospect finishes in terms of campaign.
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