Maximizer CRM + Paperless Forms

Create new Maximizer CRM leads from Paperless Forms entries

Effortlessly streamline your lead generation process with this Paperless Forms and Maximizer CRM integration. Whenever a new entry is submitted through Paperless Forms, a lead will be created in Maximizer CRM, enabling you to efficiently track and follow up with potential clients. Save time and ensure consistency by letting this workflow handle your data input and lead management tasks.

Effortlessly streamline your lead generation process with this Paperless Forms and Maximizer CRM integration. Whenever a new entry is submitted through Paperless Forms, a lead will be created in Maximizer CRM, enabling you to efficiently track and follow up with potential clients. Save time and ensure consistency by letting this workflow handle your data input and lead management tasks.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    Maximizer CRMMaximizer CRM
    Create Lead Entry

    Creates new Lead Entry

    ActionWrite
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Supported triggers and actions

  • Maximizer CRM triggers, actions, and search

    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.

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

    New or Updated Lead Entry (Via Webhook)

    Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.

    Trigger
    Instant
    Try It
    • Entry typeRequired

    • CriteriaRequired

    • Select User Defined Fields (UDFs) to include

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

    New or Updated Appointment Entry

    Triggers when there is a new or updated Appointment entry

    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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
paperless-forms logo
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier