Maximizer CRM + Microsoft Outlook

Create new Microsoft Outlook events from updated Maximizer CRM appointment entries notifications

Stay on top of your appointments by letting this workflow manage your schedule for you. When a notification for an appointment entry pops up in Maximizer CRM, it will immediately create an event in your Microsoft Outlook Calendar. This will save you time on manual data entry and ensure no appointment goes unnoticed. Keep your schedule seamlessly organized and never miss a meeting again with this simple automation.

Stay on top of your appointments by letting this workflow manage your schedule for you. When a notification for an appointment entry pops up in Maximizer CRM, it will immediately create an event in your Microsoft Outlook Calendar. This will save you time on manual data entry and ensure no appointment goes unnoticed. Keep your schedule seamlessly organized and never miss a meeting again with this simple automation.

  1. When this happens...
    Maximizer CRMMaximizer CRM
    Date Notification for Appointment Entry

    Triggers when Appointment entry reaches notification date

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    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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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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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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