Front + Maximizer CRM

Send messages in Front for new or updated opportunities in Maximizer

Stay on top of your sales pipeline and enhance team communication with this automation. When a new opportunity arises or an existing one gets updated in Maximizer, a message will be sent through Front to keep everyone in the loop. This workflow guarantees your team remains well-informed about critical updates, ultimately saving valuable time and enhancing collaboration across the board.

When this happens...
New or Updated Opportunity Entry
Triggers when there is a new or updated Opportunity entry
TriggerPolling
automatically do this!
Send Message
Sends a message creating a new conversation.
ActionWrite

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Supported triggers and actions

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
Try It
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
- Team
- RuleRequired
Trigger
Instant
Try It
- Team
- Inboxes
Trigger
Instant
Try It
- Conversation IDRequired
- Author
- BodyRequired
Action
Write
- Conversation IDRequired
- Links External URLsRequired
Action
Write
- Conversation IDRequired
- Teammate
Action
Write
- Team
- Name
- Description
- Email Addresses
- Phone Numbers
- Links
- Groups
- Picture
- Custom Attributes
Action
Write
- Conversation IDRequired
- AuthorRequired
- To
- Cc
- Bcc
- Subject
- BodyRequired
- Sharing
- Channel IDRequired
- Quote Body
- Signature ID
- Should add default signature
Action
Write
- Conversation IDRequired
Action
Write
- Link IDRequired
Action
Write
- Conversation IDRequired
- Link IDsRequired
Action
Write
- ChannelRequired
- Sender Name
- ToRequired
- Cc
- BCC
- Subject
- BodyRequired
- Attachment
- Author
- Archive the Conversation
- Tags
- Tag IDs
Action
Write
- Account IDRequired
- Name
- Description
- Email Domains
- Custom Attributes
Action
Write
- Inbox
- Conversation IDRequired
- Assignee
- Status
- Tags
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Handle SourceRequired
- HandleRequired
Action
Search
- Email Domain
- External ID
- Account ID
- Account NameRequired
- Description
- Email Domains
- Custom Attributes
Action
Search or write

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
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
Try It
- Parent TypeRequired
- Category
- Type
Trigger
Polling
Try It
Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
Try It
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
- Team
- Inboxes
Trigger
Instant
Try It
- Team
- Inboxes
Trigger
Instant
Try It
- Team
- Tags
Trigger
Instant
Try It
- Contact IDRequired
- HandleRequired
- Handle SourceRequired
Action
Write
- Conversation IDRequired
- Tag IDsRequired
Action
Write
- Account NameRequired
- Description
- Email Domains
- External ID
- Custom Attributes
Action
Write
- Channel IDRequired
- AuthorRequired
- To
- cc
- bcc
- Subject
- BodyRequired
- Sharing
Action
Write
- Name
- External URLRequired
Action
Write
- InboxRequired
- Sender Name
- Sender HandleRequired
- Sender Handle TypeRequired
- ToRequired
- Subject
- Body Format
- BodyRequired
- DateRequired
- Attachment
- External IDRequired
- Message Type
- Message Direction
- Author
- Is ArchivedRequired
- Should Skip RulesRequired
- Thread Reference
Action
Write
- Contact IDRequired
- HandleRequired
- Handle SourceRequired
- Force
Action
Write
- Conversation IDRequired
- Tag IDsRequired
Action
Write
- Conversation IDRequired
- To
- Cc
- BCC
- Subject
- BodyRequired
- Attachment
- Channel
- Tags
- Tag IDs
- Archive the Conversation
Action
Write
- ContactRequired
- Name
- Description
- Links
- Groups
- Remove Contact From Every Group
- Picture
- Custom Attributes
Action
Write
- Link IDRequired
- NameRequired
Action
Write
- Email Domain
- External ID
- Account ID
Action
Search
- Search Text
- Inbox ID
- Tag
- Contact
- Recipient
- From
- To
- CC
- BCC
- Participant
- Assignee
- Author
- Mention
- Commenter
- Conversation Status
Action
Search
- Handle SourceRequired
- HandleRequired
- Team
- Name
- Description
- Email Addresses
- Phone Numbers
- Links
- Groups
- Picture
- Custom Attributes
Action
Search or write

About Front

Front is the AI-powered customer service platform built for collaboration that enables 9,000 businesses to deliver five-star service at scale.

Learn more

Related categories

Customer Support

Similar apps

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

Related Zap Templates

Send messages in Front for new leads in Maximizer

Add new or updated Maximizer contacts to Front

Front + Maximizer CRM

Send messages in Front for new or updated opportunities in Maximizer

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

Rule Triggered

New Outbound Message

Add Comment

Add Conversation Links

Assign or Unassign Conversation

Create Contact

Create Draft Reply

Get Conversation Last Message

List Link Conversations

Remove Conversation Links

Send Message

Update Account

Update Conversation

API Request (Beta)

Find Contact

Find or Create Account

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

New Comment

New Inbound Message

New Tag Added to Message

Add Contact Handle

Add Conversation Tags

Create Account

Create Draft

Create Link

Import Message

Remove Contact Handle

Remove Conversation Tags

Send Reply

Update Contact