lemlist + Maximizer CRM

Find or create leads and mark them as interested in lemlist when new appointments are created in Maximizer

With this powerful automation, you can effortlessly find or create leads if none are found in automatically mark them as interested in lemlist whenever new appointments are scheduled in Maximizer. Experience the benefits of streamlined lead management, increased efficiency, and better prospect engagement.

When this happens...
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
TriggerPolling
automatically do this!
Mark a Lead From All Campaigns as Interested
Mark a Lead From All Campaigns as Interested.
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
Unsubscribed Recipient
Triggers when a recipient be unsubscribes from an email subscription list.
Trigger
Polling
Try It
- Linkedin Url
- First Name
- Last Name
- Company Domain
- Company Name
Action
Write
- EmailRequired
Action
Write
- Email Address
- CampaignRequired
- First Name
- Last Name
- Company Name
- Screenshot URL
- Image URL
- Icebreaker
- Linkedin URL
- Phone
- Custom Variables
- Deduplicate
- Find verified email
- LinkedIn enrichment
- Verify existing email
Action
Write
- EmailRequired
- CampaignRequired
Action
Write
- EmailRequired
- CampaignRequired
Action
Write
- EmailRequired
- Campaign Id
Action
Write
- Email AddressRequired
Action
Write
- EmailRequired
Action
Write
- Email AddressRequired
- CampaignRequired
- First Name
- Last Name
- Company Name
- Screenshot URL
- Image URL
- Icebreaker
- Linkedin URL
- Phone
- Custom Variables
- Deduplicate
- Find verified email
- LinkedIn enrichment
- Verify existing email
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
- Campaign
- Event Type
- Only First
Trigger
Instant
Try It
- Email
- Linkedin URL
- First Name
- Last Name
- Company Domain
- Company Name
Action
Write
- Linkedin Url
- First Name
- Last Name
- Company Domain
- Company Name
Action
Write
- EmailRequired
- CampaignRequired
Action
Write
- EmailRequired
Action
Write
- EmailRequired
- Campaign Id
Action
Write
- EmailRequired
Action
Write
- EmailRequired
- CampaignRequired
Action
Write
- Email Address
- CampaignRequired
- First Name
- Last Name
- Company Name
- Screenshot URL
- Image URL
- Icebreaker
- Linkedin URL
- Phone
- Custom Variables
- Deduplicate
- Find verified email
- LinkedIn enrichment
- Verify existing email
Action
Write
- EmailRequired
- One of your campaign
Action
Search

About lemlist

lemlist is an outreach email platform with personalized images and videos.

Learn more

Related categories

Drip Emails

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

Create Maximizer leads with notes from new lemlist email activities

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lemlist + Maximizer CRM

Find or create leads and mark them as interested in lemlist when new appointments are created 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

Unsubscribed Recipient

Find Email

Mark a Lead From All Campaigns as Interested

Add Lead to Campaign

Mark a Lead From One Campaign as Not Interested

Remove Lead From Campaign

Resume Lead From All or Specific Campaigns

Add Recipient to Unsubscribe List

Verify Email

Find or Create Lead

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 Activity

Enrich Lead

Find Phone

Mark a Lead From One Campaign as Interested

Mark a Lead From All Campaigns as Not Interested

Pause Lead From All or Specific Campaigns

Remove Lead From Unsubscribe

Unsubscribe a Lead

Update Lead From Campaign

Search Lead

About lemlist

Related categories

About Maximizer CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates