Create OpenAI-powered Microsoft Outlook email drafts for new Maximizer opportunities
This OpenAI-powered solution automatically generates Outlook email drafts when new Maximizer opportunities reach the notification date, leveraging Maximizer's data on the opportunity and related Address Book entry. Never miss an opportunity to reach out to your Maximizer prospects again. Save time, increase productivity, and deliver personalized messages effortlessly with this seamless Zapier integration.
This OpenAI-powered solution automatically generates Outlook email drafts when new Maximizer opportunities reach the notification date, leveraging Maximizer's data on the opportunity and related Address Book entry. Never miss an opportunity to reach out to your Maximizer prospects again. Save time, increase productivity, and deliver personalized messages effortlessly with this seamless Zapier integration.
- When this happens...Date Notification for Opportunity
Triggers when Opportunity reaches notification date
- automatically do this...
- then do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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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.
Try ItNew or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Try ItEntry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try It
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItOpportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try It