What Is Zapier?
Zapier is an online automation tool that allows you to connect Maximizer with thousands of other apps, such as Calendly, Unbounce, Teams, Constant Contact, and more. It enables the connection of two or more apps to automate repetitive tasks without the need for coding. The platform is user-friendly, enabling anyone to construct their own automation workflows with just a few clicks.
With Zapier, you can:
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Automate Repetitive Tasks: Connect two or more apps without coding or developer assistance, automating simple tasks that consume your valuable time.
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Effortlessly Move Data: Automatically transfer information between your web apps, freeing up time for your core responsibilities.
- Build Workflows with Just a Few Clicks: Create your custom workflows with an intuitive interface.
For instance, you may receive numerous form submissions in your Unbounce account and wish to generate new leads in Maximizer from each submission. Instead of manually reviewing and transferring every value from the form submission (such as respondent’s name, surname, phone, and email) to corresponding fields in Maximizer, Zapier can do it automatically, saving you time and effort.
⚠️ Using Calendly (or another scheduling tool) with Outlook Sync
If you use Maximizer's Outlook Sync integration, do not also use Zapier to sync Calendly — or similar scheduling platforms such as Microsoft Bookings, Acuity, or SavvyCal that write events into your Outlook calendar — into Maximizer.
Outlook Sync already brings those Calendly-generated appointments into Maximizer through Outlook. Adding a separate Zapier connection for the same events creates conflicting appointment creations and leaves you with duplicate appointments in Maximizer.
Recommendation: Rely on Outlook Sync alone for these appointments — it gives you a complete, up-to-date picture of your Outlook calendar in Maximizer, without duplicates.
Note: Maximizer's integration with Zapier is designed for automating simple and routine tasks previously performed manually. Attempts to update a significant number of Maximizer records, especially those involving multiple User Defined Fields (UDFs), with a Zap may result in integration performance issues. We strongly recommend exploring alternative solutions for managing bulk updates to Maximizer entries to ensure optimal system performance and user experience.
Zapier Glossary
- Zapier: An integration platform that connects more than 9,000 apps and APIs together into multi-step, automated, customizable workflows.
- Zap: An automated Zapier workflow connecting your apps. Every Zap consists of a trigger and one or more actions.
- Trigger: An event in an app that starts the Zap. Once you set up a Zap, Zapier will monitor the app for that event, and will start a workflow when new or updated data is added to that app, either by Zapier polling the API to check for new data or with notification REST webhooks that push new data to Zapier.
- Action: An app integration step that finds, creates, or updates data in the app through a Zapier workflow using an HTTP PUT or POST request to the API.
- Search Action: An app integration step that finds data in an app through a Zapier workflow, optionally with a create action to add an item if nothing is found.
- Filter: A built-in Zapier action step with conditional values to watch for specific data and only continue the workflow if certain conditions are met.
- Paths: Zapier’s conditional workflow tool that combines Filters and Actions to create multiple outcomes for workflows.
- Formatter: A built-in Zapier action to customize text, numbers, dates, and other data.
- Delay: A built-in Zapier action to wait a specified amount of time before running the remainder of the workflow.
- Input Fields: Individual data received from trigger and action steps in Zapier, used to map data to action steps.
- Task: A task is any successful action that a Zap performs. Every task your Zap performs is another task that you don't have to do manually.
Popular Use Cases
To help you hit the ground running, we've created pre-configured Zaps that connect Maximizer with the apps your business already uses, for sales, marketing, support, and more. Click Use this workflow on any template to set it up in Zapier.
Note: If you use Outlook Sync, don't use the Calendly template. See the Outlook Sync warning above.
Find more templates and examples on the Maximizer website, in the App Directory inside your Maximizer app, or on Maximizer CRM's page on the Zapier website.
Set Up Zapier for Maximizer
- Setting Up Zapier For Maximizer Cloud
- Setting Up Zapier For Maximizer On-Premise
- Zapier Troubleshooting
Triggers, Actions, and Searches
Maximizer supports a rich set of triggers, actions, and searches that you can use in your Zaps. Zapier keeps the most current list on Maximizer CRM's page on the Zapier website.
Triggers
A trigger is the event in Maximizer that starts your Zap.
Instant triggers (Maximizer Cloud only)
These triggers use webhooks, so your Zap runs as soon as the change happens in Maximizer. They are available for Maximizer Cloud only.
| Trigger | Description |
|---|---|
| New or Updated Address Book Entry (Via Webhook) | Triggers when an Address Book entry is created, updated, or deleted. |
| New or Updated Appointment (Via Webhook) | Triggers when an Appointment is created, updated, or deleted. |
| New or Updated Lead Entry (Via Webhook) | Triggers when a Lead entry is created, updated, or deleted. |
| Opportunity Stage Changed | Triggers when an Opportunity's stage changes. |
Polling triggers
Zapier checks Maximizer for new or changed data on a schedule. How often it checks depends on your Zapier plan.
| Trigger | Description |
|---|---|
| Date Notification for Address Book Entry | Triggers when an Address Book entry reaches its notification date. |
| Date Notification for Appointment Entry | Triggers when an Appointment entry reaches its notification date. |
| Date Notification for Case | Triggers when a Case entry reaches its notification date. |
| Date Notification for Lead | Triggers when a Lead entry reaches its notification date. |
| Date Notification for Opportunity | Triggers when an Opportunity reaches its notification date. |
| Date Notification for Task | Triggers when a Task reaches its notification date. |
| New or Updated Address Book Entry | Triggers when there is a new or updated Address Book entry. |
| New or Updated Appointment Entry | Triggers when there is a new or updated Appointment entry. |
| New or Updated Case Entry | Triggers when there is a new or updated Case entry. |
| New or Updated Interaction Entry | Triggers when there is a new or updated Interaction entry. |
| New or Updated Lead Entry | Triggers when there is a new or updated Lead entry. |
| New or Updated Note Entry | Triggers when there is a new or updated Note entry. |
| New or Updated Opportunity Entry | Triggers when there is a new or updated Opportunity entry. |
| New or Updated Task Entry | Triggers when there is a new or updated Task entry. |
Actions
An action is what your Zap does in Maximizer after the trigger fires.
Create
| Action | Description |
|---|---|
| Create Address Book Entry | Creates a new company, individual, or contact in your Address Book. |
| Create Appointment | Creates a new Appointment entry. |
| Create Case | Creates a new Customer Service Case. |
| Create Document | Creates a new Document tiered to an existing contact. Requires Maximizer CRM 2020R2 or later. |
| Create Favourite List | Creates a new Favourite List. |
| Create Hotlist Task | Creates a new Hotlist Task for an Address Book, Opportunity, Lead, or Case entry. |
| Create Lead Entry | Creates a new Lead entry. |
| Create Note | Creates a new Note for an Address Book, Opportunity, Lead, or Case entry. |
| Create Opportunity Entry | Creates a new Opportunity entry. |
| Create Personal Task | Creates a new Personal Task. |
Update
| Action | Description |
|---|---|
| Update Address Book Entry | Updates an existing Address Book entry. |
| Update Appointment | Updates an existing Appointment. |
| Update Case | Updates an existing Customer Service Case. |
| Update Favourite List | Updates an existing Favourite List. |
| Update Lead Entry | Updates an existing Lead entry. |
| Update Note | Updates an existing Note. |
| Update Opportunity | Updates an existing Opportunity. |
| Update Task | Updates an existing Task. |
Other actions
| Action | Description |
|---|---|
| Add Subscriber to Campaign | Adds a subscriber to a Maximizer campaign. |
| Convert Lead Entry | Converts a Lead to a new company or individual entry, or to an existing Address Book entry, and optionally creates an Opportunity. |
Searches
A search finds an existing record so later steps in your Zap can use it. "Find or Create" searches also create the record if no match is found.
| Search | Description |
|---|---|
| Find Address Book Entry | Searches for an existing Address Book entry. |
| Find or Create Address Book Entry | Searches for an existing Address Book entry and creates one if none is found. |
| Find Appointment | Searches for an existing Appointment entry. |
| Find Campaign | Searches for an existing Campaign. |
| Find Case | Searches for an existing Case entry. |
| Find Lead | Searches for an existing Lead entry. |
| Find or Create Lead Entry | Searches for an existing Lead entry and creates one if none is found. |
| Find Maximizer User | Searches for an existing Maximizer user. |
| Find Note | Searches for an existing Note entry. |
| Find Opportunity | Searches for an existing Opportunity entry. |
| Find Task | Searches for an existing Task entry. |