Intercom + Maximizer CRM

Add notes in Intercom for new case date notifications in Maximizer CRM

Boost your customer relationship management efficiency with this powerful Maximizer CRM to Intercom link. Each time a date notification arises for a case in Maximizer CRM, the integration promptly creates a corresponding note in Intercom. This eliminates manual data transfer and aids in effectively managing crucial dates and tasks. Save time, minimize errors and streamline processes with this CRM to customer messaging tool automation.

Boost your customer relationship management efficiency with this powerful Maximizer CRM to Intercom link. Each time a date notification arises for a case in Maximizer CRM, the integration promptly creates a corresponding note in Intercom. This eliminates manual data transfer and aids in effectively managing crucial dates and tasks. Save time, minimize errors and streamline processes with this CRM to customer messaging tool automation.

  1. When this happens...
    Maximizer CRMMaximizer CRM
    Date Notification for Case

    Triggers when Case entry reaches notification date

    TriggerPolling
  2. automatically do this!
    IntercomIntercom
    Add Note

    Add a note to a user.

    ActionWrite
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Supported triggers and actions

  • Maximizer CRM triggers, actions, and search

    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
  • Maximizer CRM triggers, actions, and search

    Opportunity Stage Changed

    Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.

    Trigger
    Instant
    Try It
  • Maximizer CRM triggers, actions, and search

    Date Notification for Address Book Entry

    Triggers when Address Book entry reaches notification date

    Trigger
    Polling
    Try It
  • Maximizer CRM triggers, actions, and search

    Date Notification for Appointment Entry

    Triggers when Appointment entry reaches notification date

    Trigger
    Polling
    Try It
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intercom logo

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.
Learn more

Related categories

  • Customer Support

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maximizer logo

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)

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