Maximizer's Integration
with Zapier
Discover how Maximizer and Zapier work together to make your tasks easier. Find step-by-step guides on using their features to automate your workflow, streamline processes, and boost efficiency.
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For over 30 years, Maximizer has been helping leaders monitor and coach their sales and renewals teams to land, keep, and grow customers.
The Ultimate Growth Platform
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Zapier helps you to
Most common Use Cases
WHERE TO IMPLEMENT
Lead Management
- Automatically create new leads in Maximizer when someone submits a form on the website or landing page.
- Sync leads from advertising platforms like Facebook Ads or Google Ads to Maximizer, web forms, etc.
Ready to Connect?
Give us 30 minutes and you will know whether Maximizer is right for you.
Ready to connect?
Give us 30 minutes and you will know whether Maximizer is right for you.
If so – we can typically have your customized CRM solution up and running with your data, reports, and workflows in 30 days or less!
Automate repetitive
and manual tasks
like updating customer information, sending follow-up emails, assigning tasks to team members, and more.
Access holistic customer data
capture and maintain complete and up-to-date customer data from various sources within Maximizer.
Receive real-time updates and notifications
about newly captured leads, won deals, or submitted support tickets.
Zapier connects Maximizer with your favorite apps to help you and your business save time and money.
How It Works
Automate Step By Step
A trigger is where automation begins.
A trigger is an event that starts an automation. Say you want to receive an email every time someone fills in a Facebook form-the trigger would be "new Facebook lead."
Now it's time for action.
An action is the event an automation performs after it is triggered. Say you want to create new lead in Maximizer for every new lead coming from the Facebook Lead Ads.
Add more actions or connect more apps.
Say you want to send a Teams message any time you receive a Facebook lead - the action would be "send a Teams message."
And that's it!
You've just created a Zap.
A Zap is an automated workflow— consisting of a trigger and one or more actions-that connects your apps.
Connection Example
Create leads with appointments in Maximizer when new Calendly events are scheduled. Additionally, add leads to Mailchimp campaign.
Connection Example
Capture Zendesk tickets as notes on your Maximizer contacts to build a holistic view of your customers.
Email Marketing
- Add new Maximizer contacts to email marketing list.
- Sync email opens and click data back to Maximizer for more detailed lead tracking.
- Send automated customized emails.
- Add subscribers to campaign.
Sales and Opportunity Management
- Create tasks or reminders for sales representatives when new opportunities are assigned to them.
- Update Maximizer records when deals move through different stages in your sales pipeline.
Customer Support
- Automatically create support tickets in your helpdesk system when customers email your support address or fill out a contact form.
- Sync support ticket information with Maximizer contact records for a comprehensive view of customer interactions.
Event / Meeting Management
- Automatically register Maximizer contacts for video calls, webinars, events, or workshops when they express interest.
- Send event attendance data back to Maximizer for tracking customer engagement.
Survey and Feedback Collection
- Create Maximizer contacts or update records when customers complete surveys or provide feedback through tools like SurveyMonkey or Typeform.
Social Media Management
- Add Maximizer contacts to social media advertising campaigns or retargeting audiences.
- Log social media interactions and engagement in Maximizer records.
Document Management
- Automatically store signed contracts or important documents related to Maximizer contacts in cloud storage services like Google Drive or Dropbox.
- Update Maximizer contacts with links to these documents for easy access.
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Useful Links
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