Create Maximizer leads and send Microsoft Teams channel messages for new Xero quotes
Streamline your sales process by connecting Xero and Maximizer with this efficient workflow. Whenever a new quote is created in Xero, a lead will be generated in Maximizer, and a Teams message will be sent in the selected channel, ensuring your sales team can promptly follow up on potential customers. This seamless automation keeps your sales pipeline up-to-date and drives business growth.
Streamline your sales process by connecting Xero and Maximizer with this efficient workflow. Whenever a new quote is created in Xero, a lead will be generated in Maximizer, and a Teams message will be sent in the selected channel, ensuring your sales team can promptly follow up on potential customers. This seamless automation keeps your sales pipeline up-to-date and drives business growth.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this...Create Lead Entry
Creates new Lead Entry
- then do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
- Free forever for core features
- 14 day trial for premium features & apps