Maximizer CRM Integrations

Name: Zapier
Availability: InStock

Put Maximizer CRM to work with AI and enterprise-grade automation

Automate smarter with Maximizer CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

Calendly

Scheduling & Booking

Mailchimp

Marketing Automation

ActiveCampaign

Marketing Automation

Checkfront

Scheduling & Booking

Google Forms (Legacy)

Forms & Surveys, Google

SharpSpring

Marketing Automation

Otter.ai

AI Meeting Assistants

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

Calendly

Scheduling & Booking

Mailchimp

Marketing Automation

ActiveCampaign

Marketing Automation

Checkfront

Scheduling & Booking

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

Calendly

Scheduling & Booking

Mailchimp

Marketing Automation

ActiveCampaign

Marketing Automation

Checkfront

Scheduling & Booking

Google Forms (Legacy)

Forms & Surveys, Google

SharpSpring

Marketing Automation

Otter.ai

AI Meeting Assistants

Top companies trust Zapier to automate work and free up time

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Launch your first automated workflow

Add new Calendly events as Maximizer appointments
Details
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Calendly + Maximizer CRM
Save new Fireflies.ai transcription files as Maximizer documents
Details
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Fireflies.ai + Looping by Zapier + Maximizer CRM
Create Maximizer CRM appointments when new Calendly invitees are added
Details
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Calendly + Maximizer CRM
Create Maximizer leads from new Mailchimp subscribers
Details
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Mailchimp + Maximizer CRM
Create Maximizer appointments from new Zoom meetings
Details
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Zoom + Maximizer CRM
Add new Eventbrite attendees to Maximizer as contacts
Details
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Eventbrite + Maximizer CRM

Add new Calendly events as Maximizer appointments

Details

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Calendly + Maximizer CRM

Save new Fireflies.ai transcription files as Maximizer documents

Details

Try it

Fireflies.ai + Looping by Zapier + Maximizer CRM

Create Maximizer CRM appointments when new Calendly invitees are added

Details

Try it

Calendly + Maximizer CRM

Create Maximizer leads from new Mailchimp subscribers

Details

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Mailchimp + Maximizer CRM

Create Maximizer appointments from new Zoom meetings

Details

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Zoom + Maximizer CRM

Add new Eventbrite attendees to Maximizer as contacts

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Eventbrite + Maximizer CRM

Create Maximizer notes from new starred emails in Gmail [Business Gmail Accounts Only]

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Gmail + Maximizer CRM

Add new Constant Contact contacts to Maximizer as address book entries

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Constant Contact + Maximizer CRM

Create hotlist tasks in Maximizer from new starred emails in Gmail [Business Gmail Accounts Only]

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Gmail + Maximizer CRM

Create address book entries in Maximizer from new scanned business cards in Contacts+

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Contacts+ + Maximizer CRM

Create Maximizer contacts from new Typeform entries

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Typeform + Maximizer CRM

Save new SurveyMonkey responses as notes for Maximizer contacts

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SurveyMonkey + Maximizer CRM

Create Maximizer notes from new starred emails in Gmail [Business Gmail Accounts Only]
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Gmail + Maximizer CRM
Add new Constant Contact contacts to Maximizer as address book entries
Details
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Constant Contact + Maximizer CRM
Create hotlist tasks in Maximizer from new starred emails in Gmail [Business Gmail Accounts Only]
Details
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Gmail + Maximizer CRM
Create address book entries in Maximizer from new scanned business cards in Contacts+
Details
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Contacts+ + Maximizer CRM
Create Maximizer contacts from new Typeform entries
Details
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Typeform + Maximizer CRM
Save new SurveyMonkey responses as notes for Maximizer contacts
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SurveyMonkey + Maximizer CRM

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 type
  Required
- Criteria
  Required
- 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
- Criteria
  Required
- 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

- Criteria
  Required
- 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 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 Type
  Required
- 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

Maximizer CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Maximizer CRM Integrations

Put Maximizer CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new Calendly events as Maximizer appointments

Save new Fireflies.ai transcription files as Maximizer documents

Create Maximizer CRM appointments when new Calendly invitees are added

Create Maximizer leads from new Mailchimp subscribers

Create Maximizer appointments from new Zoom meetings

Add new Eventbrite attendees to Maximizer as contacts

Add new Calendly events as Maximizer appointments

Save new Fireflies.ai transcription files as Maximizer documents

Create Maximizer CRM appointments when new Calendly invitees are added

Create Maximizer leads from new Mailchimp subscribers

Create Maximizer appointments from new Zoom meetings

Add new Eventbrite attendees to Maximizer as contacts

Create Maximizer notes from new starred emails in Gmail [Business Gmail Accounts Only]

Add new Constant Contact contacts to Maximizer as address book entries

Create hotlist tasks in Maximizer from new starred emails in Gmail [Business Gmail Accounts Only]

Create address book entries in Maximizer from new scanned business cards in Contacts+

Create Maximizer contacts from new Typeform entries

Save new SurveyMonkey responses as notes for Maximizer contacts

Create Maximizer notes from new starred emails in Gmail [Business Gmail Accounts Only]

Add new Constant Contact contacts to Maximizer as address book entries

Create hotlist tasks in Maximizer from new starred emails in Gmail [Business Gmail Accounts Only]

Create address book entries in Maximizer from new scanned business cards in Contacts+

Create Maximizer contacts from new Typeform entries

Save new SurveyMonkey responses as notes for Maximizer contacts

Supported triggers and actions