Maximizer CRM + Square
Create Square customers from new Maximizer CRM opportunities
Every time a new opportunity is created in Maximizer, this Zap, once activated, will automatically search for the corresponding customer. If no customer with such an email is found in the Square list, a new Square customer will be automatically created for you. This ensures that customer information is already added to your account when you're ready to request a payment. Experience streamlined processes, eliminate manual steps, and have customer details effortlessly at your fingertips.
Every time a new opportunity is created in Maximizer, this Zap, once activated, will automatically search for the corresponding customer. If no customer with such an email is found in the Square list, a new Square customer will be automatically created for you. This ensures that customer information is already added to your account when you're ready to request a payment. Experience streamlined processes, eliminate manual steps, and have customer details effortlessly at your fingertips.
- When this happens!
New or Updated Opportunity EntryTriggers when there is a new or updated Opportunity entry
TriggerPollingZapier checks for new data every 15 min on the Free plan
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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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDate Notification for Lead
Triggers when lead entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Task Entry
Triggers when there is a new or updated Task entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAdd Subscriber to Campaign
Add Subscriber to Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Address Book Entry
Creates new company, individual or contact in your Address Book
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Case
Creates new Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Favourite List
Creates new Favourite list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead Entry
Creates new Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Opportunity Entry
Creates new Opportunity entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove existing value for selected fields
Add User Defined Fields (UDFs) to search criteria
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Case
Updates existing Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Lead Entry
Updates existing Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Opportunity
Updates existing Opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Appointment
Searches for existing Appointment entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Case
Searches for existing Case entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Note
Searches for existing Note entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task
Searches for existing Task entry
ActionThis is an event a Zap performs.SearchFind existing data in your appUser Key
First Name
Last Name
Email Address
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your appAdd User Defined Fields (UDFs) to search criteria
Sort by
Sort Order
Search Limit
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDate Notification for Case
Triggers when Case entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent TypeRequired
Category
Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDate Notification for Opportunity
Triggers when Opportunity reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDate Notification for Task
Triggers when Task reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConvert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Appointment
Creates new Appointment entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Personal Task
Creates new Personal Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Appointment
Updates existing Appointment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Favourite List
Updates existing Favourite List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Note
Updates existing Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Task
Updates existing Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Campaign
Searches for existing Campaign
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Lead
Searches for existing Lead entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Opportunity
Searches for existing Opportunity entry
ActionThis is an event a Zap performs.SearchFind existing data in your appAdd User Defined Fields (UDFs) to search criteria
Sort by
Sort Order
Search Limit
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Lead entry
Find or Create Lead entry
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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.
Related categories
About Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
Related categories
Related Zap Templates
- Add new Calendly events as Maximizer appointments
- Create Maximizer CRM appointments when new Calendly invitees are added
- Create Maximizer leads from new Mailchimp subscribers
- Create Maximizer appointments from new Zoom meetings
- Create new appointments in Maximizer CRM for each new appointment in Acuity Scheduling
- 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 personal tasks in Maximizer from new rows in Excel spreadsheets
- Add new Facebook Lead Ad leads as address book entries in Maximizer CRM
- Add new TikTok Lead Generation leads as address book entries in Maximizer CRM
- Add new TikTok Lead Generation leads as address book entries in Maximizer CRM
- Share updates from Maximizer CRM as funnel events to Facebook Conversions
- Add new Facebook Lead Ad leads as address book entries in Maximizer CRM
- Send funnel events to Facebook Conversions from Maximizer CRM
- Create Maximizer leads from new Facebook Lead Ads leads
- Create leads in Maximizer from new Unbounce form submissions
- Create Maximizer CRM leads from new Typeform responses
- Add new Marketo leads as Maximizer leads
- Get Slack notifications for new Maximizer leads
- Send Slack channel messages for new Maximizer opportunities
- Send Slack notifications for new tasks created in Maximizer
- Add new Instagram Lead Ads leads to Maximizer
- Create Maximizer leads from new Zendesk tickets
- Add new Drift Leads to Maximizer
- Trigger events on Drip for new Maximizer leads
- Create Maximizer leads from new Gravity Forms submissions
- Create Hotlist tasks in Maximizer CRM when envelopes are sent or completed in DocuSign
- Create leads in Marketo when new lead entries created in Maximizer
- Add new Intercom leads to Maximizer
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- Find or add new Intercom companies as Maximizer CRM address book entries
- Enrich new note entries in Maximizer with actionable insights generated by OpenAI
- Generate OpenAI-powered acceptance criteria for new case entries in Maximizer and save them as Maximizer CRM notes
- Add new Eventbrite attendees as Maximizer leads
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- Add new Zendesk tickets as Maximizer CRM cases
- Add Zendesk ticket comments about new polling case entries in Maximizer CRM
- Create Hotlist tasks in Maximizer for new recent Zendesk tickets
- Create address book entries in Maximizer CRM of new Eventbrite customers and send emails via Microsoft Outlook
- Create Maximizer leads with notes from new survey responses on SurveyMonkey
- Create Hotlist tasks in Maximizer for new Zendesk tickets
- Find or create address book entries and add notes in Maximizer from new Zendesk tickets
- Create personal tasks in Maximizer CRM from new Zendesk tickets
- Create Hotlist tasks in Maximizer for new Calendly events
- Add new Maximizer address book entries to a Mailchimp subscriber list
- Create rows in Microsoft Excel for new Maximizer CRM address book entries
- Create Maximizer CRM leads from new Google Forms responses
- Create new Maximizer CRM address book entries from new MySQL rows
- Poll new opportunities in Maximizer CRM and schedule meetings in Google Meet
- Add new Zoom webinar registrants to Maximizer as leads
- Add new Zoom meeting registrants as Maximizer leads
- Create events in Google Calendar for new opportunity entries in Maximizer CRM
- Add new Zoom webinar registrants to Maximizer as new Address Book entries
- Create appointments in Maximizer CRM when new case date notifications occur
- Create address book entries with hotlist tasks in Maximizer for new Marketo leads
- Create opportunities for new or existing Address Book entries in Maximizer from new Marketo leads
- Add new Marketo leads to Maximizer and send Slack channel notifications
- Create Maximizer leads with hotlist tasks from new leads in Instagram Lead Ads
- Add new Instagram Lead Ads leads to Maximizer and send channel messages in Microsoft Teams
- Create leads with Hotlist tasks in Maximizer from new leads in Facebook Lead Ads
- Create OpenAI-powered Microsoft Outlook email drafts for new Maximizer opportunities
- Update Zendesk users with new or updated address book entries in Maximizer
- Create Maximizer leads from new Zendesk organizations
- Add new Intercom companies to Maximizer as leads and send Slack notifications
- Enrich new Intercom companies with OpenAI and create address book entries and notes in Maximizer
- Enrich new Maximizer companies with OpenAI and create notes
- Create Maximizer leads with notes from OpenAI responses for new Zendesk organizations
- Add new Zendesk users as Maximizer leads and send Slack notifications
- Add new Calendly events as Maximizer appointments and send Slack channel notifications
- Create leads in Maximizer from new Calendly invitees
- Create Maximizer Address Book entries from new form submissions in Unbounce and send Microsoft Teams channel messages
- Create Address Book entries and notes in Maximizer generated by OpenAI from new Unbounce form submissions
- Create leads in Maximizer from new form submissions in Unbounce and send Microsoft Teams channel messages
- Send new or updated Maximizer CRM case entries via Slack channel messages
- Create notes in Maximizer and send welcome emails in Microsoft Outlook for new Eventbrite check-ins
- Create Maximizer leads from newly-registered Eventbrite attendees and add notes with responses to OpenAI prompts
- Send Slack channel messages and find/create Maximizer CRM Address Book entries for new Eventbrite orders
- Create leads in Maximizer from new responses in SurveyMonkey and send channel messages in Slack
- Create leads in Maximizer from new SurveyMonkey responses and send them emails via Microsoft Outlook
- Create leads in Maximizer from new form submissions in Typeform and get Slack channel notifications
- Create notes for Maximizer contacts from new Typeform entries and send Microsoft Outlook emails
- Create Maximizer leads and Mailchimp subscribers from new Typeform submissions
- Create leads in Maximizer and send Slack notifications when new contacts are added to Contacts+
- Create leads in Maximizer and add Mailchimp subscribers from new contacts in Contact+
- Enrich new Contacts+ contacts with OpenAI and create leads and notes in Maximizer CRM
- Send emails for new date notifications on Maximizer CRM address book entries with Email by Zapier
- Create Maximizer CRM leads from new Zoho Forms entries
- Create new Maximizer CRM cases from new Leadpages form submissions
- Create new Maximizer CRM leads from Paperless Forms entries
- Create new Maximizer CRM cases from Paperless Forms entries effortlessly
- Create Maximizer CRM cases from new Squarespace Forms form submissions for seamless organization
- Create Maximizer CRM leads from new SurveyMonkey responses with answers
- Create new Maximizer CRM cases from Gravity Forms submissions
Related Zap Templates
- Add new Calendly events as Maximizer appointments
- Create Maximizer appointments from new Zoom meetings
- Create Maximizer notes from new starred emails in Gmail [Business Gmail Accounts Only]
- Create address book entries in Maximizer from new scanned business cards in Contacts+
- Create personal tasks in Maximizer from new rows in Excel spreadsheets
- Add new TikTok Lead Generation leads as address book entries in Maximizer CRM
- Send funnel events to Facebook Conversions from Maximizer CRM
- Create Maximizer CRM leads from new Typeform responses
- Send Slack channel messages for new Maximizer opportunities
- Create Maximizer leads from new Zendesk tickets
- Create Maximizer leads from new Gravity Forms submissions
- Add new Intercom leads to Maximizer
- Enrich new note entries in Maximizer with actionable insights generated by OpenAI
- Add new Typeform entries as Maximizer notes
- Add new Zendesk tickets as Maximizer CRM cases
- Create address book entries in Maximizer CRM of new Eventbrite customers and send emails via Microsoft Outlook
- Find or create address book entries and add notes in Maximizer from new Zendesk tickets
- Add new Maximizer address book entries to a Mailchimp subscriber list
- Create new Maximizer CRM address book entries from new MySQL rows
- Add new Zoom meeting registrants as Maximizer leads
- Create appointments in Maximizer CRM when new case date notifications occur
- Add new Marketo leads to Maximizer and send Slack channel notifications
- Create leads with Hotlist tasks in Maximizer from new leads in Facebook Lead Ads
- Create Maximizer leads from new Zendesk organizations
- Enrich new Maximizer companies with OpenAI and create notes
- Add new Calendly events as Maximizer appointments and send Slack channel notifications
- Create Address Book entries and notes in Maximizer generated by OpenAI from new Unbounce form submissions
- Create notes in Maximizer and send welcome emails in Microsoft Outlook for new Eventbrite check-ins
- Create leads in Maximizer from new responses in SurveyMonkey and send channel messages in Slack
- Create notes for Maximizer contacts from new Typeform entries and send Microsoft Outlook emails
- Create leads in Maximizer and add Mailchimp subscribers from new contacts in Contact+
- Create Maximizer CRM leads from new Zoho Forms entries
- Create new Maximizer CRM cases from Paperless Forms entries effortlessly
- Create new Maximizer CRM cases from Gravity Forms submissions
- Create Maximizer CRM appointments when new Calendly invitees are added
- Create new appointments in Maximizer CRM for each new appointment in Acuity Scheduling
- Add new Constant Contact contacts to Maximizer as address book entries
- Create Maximizer contacts from new Typeform entries
- Add new Facebook Lead Ad leads as address book entries in Maximizer CRM
- Share updates from Maximizer CRM as funnel events to Facebook Conversions
- Create Maximizer leads from new Facebook Lead Ads leads
- Add new Marketo leads as Maximizer leads
- Send Slack notifications for new tasks created in Maximizer
- Add new Drift Leads to Maximizer
- Create Hotlist tasks in Maximizer CRM when envelopes are sent or completed in DocuSign
- Add new Intercom companies as Maximizer Address Book entries
- Generate OpenAI-powered acceptance criteria for new case entries in Maximizer and save them as Maximizer CRM notes
- Create address book entries in Maximizer from new contacts and new scanned business cards in Contacts+
- Add Zendesk ticket comments about new polling case entries in Maximizer CRM
- Create Maximizer leads with notes from new survey responses on SurveyMonkey
- Create personal tasks in Maximizer CRM from new Zendesk tickets
- Create rows in Microsoft Excel for new Maximizer CRM address book entries
- Poll new opportunities in Maximizer CRM and schedule meetings in Google Meet
- Create events in Google Calendar for new opportunity entries in Maximizer CRM
- Create address book entries with hotlist tasks in Maximizer for new Marketo leads
- Create Maximizer leads with hotlist tasks from new leads in Instagram Lead Ads
- Create OpenAI-powered Microsoft Outlook email drafts for new Maximizer opportunities
- Add new Intercom companies to Maximizer as leads and send Slack notifications
- Create Maximizer leads with notes from OpenAI responses for new Zendesk organizations
- Create leads in Maximizer from new Calendly invitees
- Create leads in Maximizer from new form submissions in Unbounce and send Microsoft Teams channel messages
- Create Maximizer leads from newly-registered Eventbrite attendees and add notes with responses to OpenAI prompts
- Create leads in Maximizer from new SurveyMonkey responses and send them emails via Microsoft Outlook
- Create Maximizer leads and Mailchimp subscribers from new Typeform submissions
- Enrich new Contacts+ contacts with OpenAI and create leads and notes in Maximizer CRM
- Create new Maximizer CRM cases from new Leadpages form submissions
- Create Maximizer CRM cases from new Squarespace Forms form submissions for seamless organization
- Create Maximizer leads from new Mailchimp subscribers
- Add new Eventbrite attendees to Maximizer as contacts
- Create hotlist tasks in Maximizer from new starred emails in Gmail [Business Gmail Accounts Only]
- Save new SurveyMonkey responses as notes for Maximizer contacts
- Add new TikTok Lead Generation leads as address book entries in Maximizer CRM
- Add new Facebook Lead Ad leads as address book entries in Maximizer CRM
- Create leads in Maximizer from new Unbounce form submissions
- Get Slack notifications for new Maximizer leads
- Add new Instagram Lead Ads leads to Maximizer
- Trigger events on Drip for new Maximizer leads
- Create leads in Marketo when new lead entries created in Maximizer
- Find or add new Intercom companies as Maximizer CRM address book entries
- Add new Eventbrite attendees as Maximizer leads
- Update address book entries in Maximizer CRM whenever new contacts in Contact+ are updated
- Create Hotlist tasks in Maximizer for new recent Zendesk tickets
- Create Hotlist tasks in Maximizer for new Zendesk tickets
- Create Hotlist tasks in Maximizer for new Calendly events
- Create Maximizer CRM leads from new Google Forms responses
- Add new Zoom webinar registrants to Maximizer as leads
- Add new Zoom webinar registrants to Maximizer as new Address Book entries
- Create opportunities for new or existing Address Book entries in Maximizer from new Marketo leads
- Add new Instagram Lead Ads leads to Maximizer and send channel messages in Microsoft Teams
- Update Zendesk users with new or updated address book entries in Maximizer
- Enrich new Intercom companies with OpenAI and create address book entries and notes in Maximizer
- Add new Zendesk users as Maximizer leads and send Slack notifications
- Create Maximizer Address Book entries from new form submissions in Unbounce and send Microsoft Teams channel messages
- Send new or updated Maximizer CRM case entries via Slack channel messages
- Send Slack channel messages and find/create Maximizer CRM Address Book entries for new Eventbrite orders
- Create leads in Maximizer from new form submissions in Typeform and get Slack channel notifications
- Create leads in Maximizer and send Slack notifications when new contacts are added to Contacts+
- Send emails for new date notifications on Maximizer CRM address book entries with Email by Zapier
- Create new Maximizer CRM leads from Paperless Forms entries
- Create Maximizer CRM leads from new SurveyMonkey responses with answers