New App: Track Your Contacts and Related Tasks with Maximizer

The more you can consolidate your critical customer info, the better you can engage with them.

With Maximizer, you get a CRM that handles your sales, marketing, and customer support tools all in one box. It's scalable according to your needs with an on-premise solution or a hosted option if you prefer—protected by top-level security—and you can switch between the two as needs change. The CRM app can be accessed from your browser or mobile device, and, armed with powerful analytics dashboard, gives you an overview of the customer data you need to seal the deal from anywhere.

How Maximizer Works With Zapier

Actions

• Create Address Book Entry: Creates a new company, individual or contact in your address book
• Create Note: Finds an entry in your address book by an email address and creates a new note
• Create Hotlist Task: Finds an Address Book entry by an email address and creates a task for that user
• Create Personal Task: Create a new personal task for yourself or for the user you select

Searches

• Lookup Address Book Entry: Finds an entry in your address book by an email address, optionally creating one if none are found

Automation Inspiration

Get started with these sample Zaps:

Capture Contacts From Other Apps

Turn Emails Into Actionable Items

How To Automate Maximizer With Zapier

1. Sign up for a Maximizer account, and make sure you have a Zapier account

2. Try some pre-made Maximizer integrations and learn more about how Maximizer works with Zapier

3. Check out our Maximizer help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with Maximizer and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Maximizer with Zapier.