Maximizer CRM + Otter.ai + Looping by Zapier
Save new Otter.ai transcriptions to Maximizer as notes
Streamline your workflow by automatically saving new Otter.ai conversation recordings to Maximizer contacts involved in this conversation as notes. Easily capture key details from meetings, calls, and interviews—keeping your CRM up to date without manual data entry.
Streamline your workflow by automatically saving new Otter.ai conversation recordings to Maximizer contacts involved in this conversation as notes. Easily capture key details from meetings, calls, and interviews—keeping your CRM up to date without manual data entry.
- When this happens...New Recording
Triggers when a new recording is available in Otter
- automatically do this...Create Loop From Line Items
Creates a new Loop from line item(s). This is an advanced action!
- then do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
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New Recording
Triggers when a new recording is available in Otter
Try ItHelp Warning
Values to LoopRequired
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
Help Warning
Values to LoopRequired
Text Delimiter
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
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FileRequired
NameRequired
Help Warning
Loop iteration counter start
Loop iteration counter end
Loop iteration counter increment amount
Maximum number of Loop iterations
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.
Try ItNew or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
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