Microsoft Teams + Unbounce + Maximizer CRM

Create Maximizer Address Book entries from new form submissions in Unbounce and send Microsoft Teams channel messages

Connect your Unbounce form submissions seamlessly to Maximizer Address Book, ensuring that no valuable contact information is lost in transit. Automate the creation of entries in Maximizer, saving you time and effort while keeping your customer database up-to-date and organized. Lastly, this template will send a notification to your team on the Microsoft Teams channel of your choice.

When this happens...
New Form Submission
Triggers when a new Form Submission is received on a Landing Page, Overlay or Sticky Bar.
TriggerInstant
automatically do this...
Create Address Book Entry
Creates new company, individual or contact in your Address Book
ActionWrite
then do this!
Send Bot Message
Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- ClientRequired
- Landing Page, Overlay or Sticky BarRequired
Trigger
Instant
Try It
New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
Try It

- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
Try It

Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
Try It
Add Subscriber to Campaign
Add Subscriber to Campaign
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
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- Team Member(s)Required
- Message Text Format
- Message TextRequired
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- Public ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
Action
Search
- Chat IDRequired
- Message IDRequired
Action
Search
- TeamRequired
- Channel NameRequired
- Include Archived Channels
Action
Search

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
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
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
Polling
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
Try It
- Parent TypeRequired
- Category
- Type
Trigger
Polling
Try It
Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
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
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
- TeamRequired
Trigger
Polling
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- Team MemberRequired
Action
Write
- ChatRequired
- MessageRequired
- Message TextRequired
- Message Text Format
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Message Text Format
- Reply ContentRequired
Action
Write
- TeamRequired
- ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- Send ToRequired
- Message Text (Optional)
- Card TypeRequired
Action
Write
- TeamRequired
- Channel IDRequired
Action
Search
- Chat IDRequired
Action
Search
- Search byRequired
Action
Search

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn more

Related categories

Similar apps

About Unbounce

Unbounce is a landing page platform that helps you convert more visitors into leads, sales, and customers. Unbounce Conversion Intelligence™ is AI powered-functionality that works with your marketing intuition to ensure the best campaign performance every time.

Learn more

Related categories

Forms & Surveys

Similar apps

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)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create leads in Maximizer from new form submissions in Unbounce and send Microsoft Teams channel messages

Related Zap Templates

Create leads in Maximizer from new form submissions in Unbounce and send Microsoft Teams channel messages

Microsoft Teams + Unbounce + Maximizer CRM

Create Maximizer Address Book entries from new form submissions in Unbounce and send Microsoft Teams channel messages

New Form Submission

New or Updated Address Book Entry (Via Webhook)

New or Updated Lead Entry (Via Webhook)

New or Updated Address Book Entry

New or Updated Appointment Entry

New or Updated Case Entry

New or Updated Interaction Entry

Date Notification for Lead

New or Updated Opportunity Entry

New or Updated Task Entry

Add Subscriber to Campaign

Create Address Book Entry

Create Case

Create Favourite List

Create Lead Entry

Create Opportunity Entry

Update Address Book Entry

Update Case

Update Lead Entry

Update Opportunity

Find Appointment

Find Case

Find Note

Find Task

Find Maximizer User

Find or Create Address Book entry

New Channel Mention

New Chat

New Channel Message

Create Channel

Create Chat and Send Message

Create Private Channel

Send Bot Message

Send Chat Message

API Request (Beta)

Get Channel Message

Get Chat Message

Find Public Channels

API Request (Beta)

New or Updated Appointment (Via Webhook)

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry

Date Notification for Opportunity

Date Notification for Task

Convert Lead Entry

Create Appointment

Create Document

Create Hotlist Task

Create Note

Create Personal Task

Update Appointment

Update Favourite List

Update Note

Update Task

Find Campaign

Find Lead

Find Opportunity

Find Address Book Entry

Find or Create Lead entry

New Channel

New Chat Message

New Team Member

New Reply to Message

Create One-on-One Chat

Edit Chat Message

Reply to Channel Message

Send Channel Message

Send Message with Card

Get Channel by ID

Get Chat by ID

Find Team Member

About Microsoft Teams

Related categories

Similar apps