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.

Zapier helps you to

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.

How It Works
Automate Step By Step

Zapier connects Maximizer with your favorite apps to help you and your business save time and money. 

1

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.” 

2

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.

3

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.”

4

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.

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.

WHERE TO IMPLEMENT

Most common Use Cases

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. 

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.

Take your sales coaching to a new level

VIDEO

Recording of the webinar

Revisit our Webinar Recording for a recap of insights and expertise. Click to watch and rediscover the valuable content at your own pace. 

Useful Links

Customer Onboarding

Explore Zapier’s onboarding courses to learn how to use Zapier and its key functions. Get up to speed with ease. 

Zapier Learn

Enhance your automation skills and elevate your expertise with Zapier's self-paced courses, tutorials, and learning paths. 

Zapier Webinars 

Delve into Zapier's past insights and stay ahead by previewing their upcoming webinars.

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! 

The Ultimate Growth Platform

For over 30 years, Maximizer has been helping leaders monitor and coach their sales and renewals teams to land, keep, and grow customers. 

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