Chili Piper + Reply + Maximizer CRM

Create notes on Maximizer contacts and remove them from campaigns in Reply from new Chili Piper meetings

Maximize your lead nurturing potential with this seamless integration of Maximizer, Chili Piper, and Reply. When a new meeting is scheduled in Chili Piper, this integration automatically generates a note on the corresponding Maximizer contact and removes them from a selected Reply campaign.

When this happens...
TriggerPolling
automatically do this...
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionWrite
then do this!
Remove Person From Campaign
Remove person from concrete campaign
ActionWrite

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Supported triggers and actions

Meeting Created
Triggers when a new meeting is created.
Trigger
Instant
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Meeting Updated
Triggers when a meeting is updated.
Trigger
Instant
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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
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
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Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
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- Parent TypeRequired
- Category
- Type
Trigger
Polling
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
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Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Campaign
Searches for existing Campaign
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write
Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Trigger
Instant
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New Link Clicked
Triggers when a person clicks your link in email.
Trigger
Instant
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New Email Opened
Triggers when a person opens your email.
Trigger
Instant
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New Email Replied
Triggers when a person replied.
Trigger
Instant
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Add or Update Contact
Triggers when new contacts are created manually or existing contacts are updated manually.
Trigger
Instant
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- Campaign IDRequired
- Force Push
- EmailRequired
- First NameRequired
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person emailRequired
Action
Write
- Sequence IdRequired
- Contact EmailRequired
- Contact Id
- First Name
- Last Name
- Company
- Phone
- City
- State
- Country
- Title
- LinkedIn
- Sales Navigator
- Time Zone
Action
Write

Meeting Deleted
Triggers when a meeting is deleted (cancelled).
Trigger
Instant
Try It
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
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
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
Try It
Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write
New Person Bounce
Triggers when an email address bounce (soft & hard).
Trigger
Instant
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New Emails Sent
Triggers when new email sent (first step or follow-up).
Trigger
Instant
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New Person Opt Out
Triggers when a person clicks opt out link.
Trigger
Instant
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Prospect Finished
Triggers when a prospect finishes in terms of campaign.
Trigger
Instant
Try It
Zapier Step Launched
Triggers when a Sequence's Zapier step is launched
Trigger
Instant
Try It
- EmailRequired
- First NameRequired
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person EmailRequired
Action
Write
- EmailRequired
- Campaign IdRequired
Action
Write

About Chili Piper

Chili Piper helps businesses help their buyers. Book or connect your prospects in real time from web forms.

Learn more

Related categories

Calendar

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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

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

Chili Piper + Reply + Maximizer CRM

Create notes on Maximizer contacts and remove them from campaigns in Reply from new Chili Piper meetings

Meeting Created

Meeting Updated

New or Updated Appointment (Via Webhook)

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry

Date Notification for Opportunity

Date Notification for Task

Convert Lead Entry

Create Appointment

Create Document

Create Hotlist Task

Create Note

Create Personal Task

Update Appointment

Update Favourite List

Update Note

Update Task

Find Campaign

Find Lead

Find Opportunity

Find Address Book Entry

Find or Create Lead entry

Inbox Category Set for Reply

New Link Clicked

New Email Opened

New Email Replied

Add or Update Contact

Create\Update Person and Push to Campaign

Mark as Finished

Move to the Next Step

Meeting Deleted

New or Updated Address Book Entry (Via Webhook)

New or Updated Lead Entry (Via Webhook)

New or Updated Address Book Entry

New or Updated Appointment Entry

New or Updated Case Entry

New or Updated Interaction Entry

Date Notification for Lead

New or Updated Opportunity Entry

New or Updated Task Entry

Add Subscriber to Campaign

Create Address Book Entry

Create Case

Create Favourite List

Create Lead Entry

Create Opportunity Entry

Update Address Book Entry

Update Case

Update Lead Entry

Update Opportunity

Find Appointment

Find Case

Find Note

Find Task

Find Maximizer User

Find or Create Address Book entry

New Person Bounce

New Emails Sent

New Person Opt Out

Prospect Finished

Zapier Step Launched

Create\Update Person

Mark as Replied

Remove Person From Campaign

About Chili Piper

Related categories

About Reply

Related categories

Similar apps

Zapier Interfaces

About Maximizer CRM

Related categories

Similar apps

Zapier Interfaces