Drift + Maximizer CRM

Capture new Drift messages in notes on contacts in Maximizer

With this powerful workflow, every new message received through Drift will be automatically captured and added as notes to your Maximizer contacts. Stay on top of your game by having all the essential information from Drift conversations readily available within Maximizer. Boost productivity, build stronger connections, and close deals faster with this game-changing automation.

With this powerful workflow, every new message received through Drift will be automatically captured and added as notes to your Maximizer contacts. Stay on top of your game by having all the essential information from Drift conversations readily available within Maximizer. Boost productivity, build stronger connections, and close deals faster with this game-changing automation.

  1. When this happens...
    DriftDrift
    New Message

    Triggers each time a new message in a conversation is received.

    TriggerInstant
  2. automatically do this!
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
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Supported triggers and actions

drift logo
drift logo

About Drift

Drift is a messaging app that makes it easy for businesses to talk to their website visitors and customers in real-time, from anywhere.
Learn more

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  • Customer Support

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maximizer logo
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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