Maximizer CRM + Zendesk

Find or create address book entries and add notes in Maximizer from new Zendesk tickets

This Zapier template creates a note for the corresponding address book entry in Maximizer when a new ticket is submitted in Zendesk. If a user doesn't yet exist in Maximizer, an address book entry will be created. This allows your company to keep information about customer interactions up-to-date so that salespeople and customer service reps can provide more personalized support and build stronger, long-term relationships with customers.

This Zapier template creates a note for the corresponding address book entry in Maximizer when a new ticket is submitted in Zendesk. If a user doesn't yet exist in Maximizer, an address book entry will be created. This allows your company to keep information about customer interactions up-to-date so that salespeople and customer service reps can provide more personalized support and build stronger, long-term relationships with customers.

  1. When this happens...
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    TriggerPolling
  2. automatically do this!
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
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Supported triggers and actions

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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.
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Related categories

  • CRM (Customer Relationship Management)

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About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.
Learn more

Related categories

  • Customer Support

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