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Microsoft Power Automate - Overview

Elena Zakharova
  • Updated

Overview 

Maximizer’s integration with Microsoft Power Automate helps you automate repetitive tasks, sync leads and contacts between Maximizer and Microsoft apps and streamline workflows. Easily notify your team when new leads are added, appointments are created or canceled, and more. With this integration, sales teams can eliminate manual tasks and focus on building customer relationships and closing deals.

Explore Maximizer CRM integration on Microsoft Learn.
 

Highlights

  • Create or update records in Maximizer based on new external events, i.e. create Address Book entries with notes in Maximizer when new appointments are scheduled in Bookings.
  • Sync key details like appointment information, notes, and contact data between apps, i.e. generate Leads in Maximizer from new Forms submissions.
  • Create tasks and send notifications to keep the team up to speed, i.e. automatically create tasks in Maximizer and send Teams notifications when Opportunity moves to a specific stage.

Prerequisites

  • You should have an active Maximizer account.
  • You should have an active Microsoft Outlook 365 account.
  • “Maximizer CRM” is a premium connector in Power Automate. A paid Power Automate subscription is required to use premium connectors. 

Getting Started

You can begin using the Maximizer CRM connector in Power Automate immediately—no additional setup is required.

  1. To create your Power Automate flow, visit: https://make.powerautomate.com
  2. For detailed instructions on setting up Power Automate and to learn about its pricing, visit: Power Automate Setup & Pricing
  3. To explore the features and supported triggers/actions of the Maximizer CRM connector for Power Automate, visit: Maximizer CRM Connector Documentation

FAQ

Q: Does the Maximizer CRM connector for Power Automate support on-premise deployments? 
Currently, the Maximizer CRM connector for Power Automate is available only for cloud-based customers. Support for on-premise deployments is expected to be available in Q2 2025.

Q: Where can I learn about the available types of Power Automate licences?

You can explore available licences at Types of Power Automate licenses.

 

Please reach out to our dedicated support team at support@maximizer.com if you experience any issues or have feedback. 

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