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Maximizer CRM Zapier integrationAutomate Maximizer CRM with Zapier.

The Maximizer CRM Zapier integration gives you 18 triggers, 20 actions and 9 searches. Leads, Address Book entries, opportunities, cases, tasks and notes can start a Zap, be created or updated by one, or be looked up mid-way, and four of the triggers are instant.

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Overview

Why connect Maximizer CRM to Zapier

The Maximizer CRM Zapier integration lets your CRM talk to the other apps you use, through Zapier and without code. Maximizer CRM bundles sales, marketing and customer service in one place; Zapier lets events in it start work elsewhere, and lets other apps write leads, notes, tasks and opportunities back into it.

Three results people build first. Fresh leads that do not sit idle: a form or ad tool sends a person, Find Address Book Entry checks whether they already exist, and Create Lead Entry or Create Opportunity Entry files them. A follow-up nobody forgets: Date Notification for Opportunity fires when an opportunity reaches its notification date, and the Zap posts a reminder in your team chat. A support trail kept in one place: a ticket from your help desk becomes a case through Create Case, with the context added by Create Note.

What Zapier does not do here. None of the 20 actions deletes anything, so clean-ups stay manual in Maximizer CRM. The four instant triggers, the ones marked Via Webhook plus Opportunity Stage Changed, work only with Maximizer Cloud; on another edition you are left with the 14 polling triggers. And no trigger reaches back to records that existed before your Zap was published.

If you are still choosing a tool, see our Zapier review, and if your team needs to get up to speed, our Zapier training.

Vocabulary

Zapier words you will meet on this page

Eight terms, one line each, in plain English. After this, the page uses them without explaining again.

Zap
An automation you build in Zapier: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event in an app that starts the Zap, like a new lead in Maximizer CRM. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after it starts: the step that creates, updates or sends something for you in an app.
Task
Zapier's billing unit: one action your Zap completes successfully. Your plan's allowance is counted in tasks.
Polling vs instant trigger
A polling trigger is checked on a timer set by your plan. An instant trigger is reported by the app the moment the event happens.
Filter
A step that lets the Zap continue only when what arrived meets the condition you set, and stops it otherwise.
Search step
A step that looks up a record that already exists, so the steps after it can use what it found.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action, a filter or a search makes one, and it needs a paid plan.
Cost

What a Maximizer CRM Zap actually costs

Maximizer CRM is not a premium app on Zapier, so it is available from the free plan. What you spend depends on the actions, never on the trigger.

  • Any Maximizer CRM trigger0 tasks
  • Each successful action1 task
  • Free plan100 tasks a month, two-step Zaps
  • Premium appNo

The trigger costs nothing, and neither do Zapier's checks for new items. Each action that succeeds counts one task; a Zap with three actions uses three times what a one-action Zap uses, and a failed action is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but each Zap stops at one trigger and one action. Add a filter or a search step such as Find Lead and the Zap turns multi-step, which takes a paid plan. The grid below is how often Zapier checks the 14 polling triggers on each plan; it does not apply to the four instant ones.

Connect

Connect your Maximizer CRM account

  1. 01

    Start from the Apps page

    In Zapier, open Apps and click + Add connection. You need your own Maximizer CRM account, plus read or write access on any records owned by colleagues that your Zaps will touch.

  2. 02

    Find Maximizer CRM

    Type Maximizer CRM in the search box of the dialog, select it, then click Add connection. A new tab opens on the Maximizer CRM side so you can sign in there.

  3. 03

    Sign in and allow access

    Log in to Maximizer CRM in that tab and grant Zapier access to the account. The connection then appears on the Apps page, and every Maximizer CRM step in every Zap can reuse it.

First Zap

Your first Maximizer CRM Zap: a follow-up task at each stage move

GoalEach opportunity that moves to another stage, once it passes your filter, gets a Hotlist Task so someone follows it up.

  1. 01

    Create the Zap

    Start a new Zap, pick Maximizer CRM as the app that starts it and choose Opportunity Stage Changed. Select your connection. This trigger needs Maximizer Cloud.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items from your account, so you map the next steps on a real opportunity instead of guessing.

  3. 03

    Add the filter

    Click the plus icon, add Filter and fill its three boxes: the field to look at, the rule, and the value to compare with. Pick a text rule for text and a number rule for numbers.

  4. 04

    Add the Hotlist Task

    Add a Maximizer CRM step with Create Hotlist Task and map the opportunity from the trigger into it, so the task sits on the deal that moved.

  5. 05

    Test and publish

    Test the action and open Maximizer CRM to read the task it created. Then click Publish. The filter makes this a multi-step Zap, so it needs a paid plan.

Triggers

Maximizer CRM triggers

18 events start a Zap when something happens in Maximizer CRM, and 4 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New or Updated Address Book Entry (Via Webhook)

Instant trigger

In Zapier“Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.”

Starts your Zap when a company, individual or contact in the Address Book is created, edited or deleted, and passes that record on to the next steps.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when a change to a customer record has to reach your mailing or billing tool without waiting for the next check.
Watch out
it works only with Maximizer Cloud, and deletions start it too, so look at what the test returns before mapping fields.
2

New or Updated Appointment (Via Webhook)

Instant trigger

In Zapier“Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.”

Fires each time an appointment is added, changed or removed in Maximizer CRM, handing its details to the rest of the Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when a meeting booked or moved in the CRM should show up straight away in a shared calendar or a team channel.
Watch out
reserved for Maximizer Cloud; on another edition, use the polling trigger New or Updated Appointment Entry instead.
3

New or Updated Lead Entry (Via Webhook)

Instant trigger

In Zapier“Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.”

Reacts to every lead created, edited or deleted in Maximizer CRM, so the leads pipeline can feed other tools as it moves.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when a new lead should reach a salesperson's to-do list or a chat alert without the delay of a polling check.
Watch out
Maximizer Cloud only. Edits and deletions start it too, so look at what the test returns; as a precaution, a filter can hold back the changes you do not need.
4

Opportunity Stage Changed

Instant trigger

In Zapier“Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.”

Watches your opportunities and starts the Zap each time one moves to another stage of your sales process.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when a deal reaching a given stage should set something off elsewhere, like a contract draft, a handover task or a message to finance.
Watch out
this trigger is supported only on Maximizer Cloud. Add a filter after it if only one stage should continue the Zap.
5

New or Updated Address Book Entry

Polling trigger

In Zapier“Triggers when there is a new or updated Address Book entry”

The polling twin of the instant Address Book trigger: Zapier looks for Address Book entries that are new or have changed and starts a run for each one.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when your edition is not Maximizer Cloud, or when a short wait does not matter, for example to sync contacts to a newsletter list.
Watch out
Entry type and Criteria are both required, so pick both before you test.
6

Date Notification for Address Book Entry

Polling trigger

In Zapier“Triggers when Address Book entry reaches notification date”

Fires when an Address Book entry reaches the notification date set on it, turning that date into a step in another app.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when a date stored on a customer, such as a renewal or a check-in, should create a reminder outside the CRM.
Watch out
the Zap only sees notification dates reached after it is published, not the ones already past.
7

New or Updated Appointment Entry

Polling trigger

In Zapier“Triggers when there is a new or updated Appointment entry”

Picks up appointments that were created or modified since Zapier's last check and sends each one down the Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when you want appointment changes logged in a spreadsheet or copied to another calendar, and your edition has no instant option.
Watch out
new and updated appointments arrive through the same trigger, so check at the test how to tell them apart.
8

Date Notification for Appointment Entry

Polling trigger

In Zapier“Triggers when Appointment entry reaches notification date”

Turns the notification date of an appointment into a starting point: when that date is reached, the Zap runs with the appointment's details.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when an upcoming meeting should send a reminder by text, chat or email to the person who has to prepare it.
Watch out
the reminder follows the polling interval of your plan, so do not rely on it for a time-critical warning.
9

New or Updated Case Entry

Polling trigger

In Zapier“Triggers when there is a new or updated Case entry”

Brings new or changed customer service cases out of Maximizer CRM so another tool can react to them.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when a case opened or updated by support should appear in a team chat or a shared tracking sheet.
Watch out
Criteria is required, so choose it in the trigger settings before testing.
10

Date Notification for Case

Polling trigger

In Zapier“Triggers when Case entry reaches notification date”

Runs your Zap once a case reaches its notification date, which makes it a simple way to chase cases that should not stay open.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when a support manager wants an alert or an escalation task when a case's date comes up.
Watch out
only cases whose date is reached after the Zap goes live are picked up.
11

New or Updated Interaction Entry

Polling trigger

In Zapier“Triggers when there is a new or updated Interaction entry”

Sends each new or edited interaction recorded in Maximizer CRM to the next steps of your Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when the history of exchanges with a customer should be mirrored in a reporting sheet or another tool your managers read.
Watch out
there is no matching search for interactions, so a later step cannot look one up; map what you need from the trigger itself.
12

New or Updated Lead Entry

Polling trigger

In Zapier“Triggers when there is a new or updated Lead entry”

Finds leads that appeared or changed since the previous check and starts one run for each.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when you are not on Maximizer Cloud and still want leads copied to a mailing tool or an ad audience.
Watch out
if you also use the instant lead trigger, do not build the same Zap on both, or the same lead may go through twice.
13

Date Notification for Lead

Polling trigger

In Zapier“Triggers when lead entry reaches notification date”

Starts the Zap when a lead reaches its notification date, so a stalled lead becomes a visible prompt somewhere else.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when a lead that has not been touched by its date should create a call task or ping its owner in chat.
Watch out
leads already past their date when you publish are not caught up.
14

New or Updated Note Entry

Polling trigger

In Zapier“Triggers when there is a new or updated Note entry”

Catches notes added or edited in Maximizer CRM and makes their content available to the steps that follow.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when notes left on accounts or deals should be copied to a shared document or summarised for the team.
Watch out
Parent Type is required, so decide which kind of record the notes must belong to before you test.
15

New or Updated Opportunity Entry

Polling trigger

In Zapier“Triggers when there is a new or updated Opportunity entry”

Polls your opportunities and starts the Zap for every deal that is created or edited.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when any change to a deal, not only a stage move, should update a forecast sheet or a dashboard.
Watch out
Criteria is required. For stage moves only, Opportunity Stage Changed is the instant option on Maximizer Cloud.
16

Date Notification for Opportunity

Polling trigger

In Zapier“Triggers when Opportunity reaches notification date”

Gives each deal a built-in nudge outside the CRM: once an opportunity reaches its notification date, the Zap runs with its details.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when a deal's follow-up date should send a reminder to its owner by chat or email.
Watch out
dates that passed before the Zap was published will never trigger it.
17

New or Updated Task Entry

Polling trigger

In Zapier“Triggers when there is a new or updated Task entry”

Watches tasks in Maximizer CRM and sends each new or modified one into your Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when the team works from a separate to-do app and CRM tasks need to show up there too.
Watch out
if a later step writes back with Update Task, the Zap may start itself again; add a filter as a precaution.
18

Date Notification for Task

Polling trigger

In Zapier“Triggers when Task reaches notification date”

Runs once a task reaches its notification date, the trigger to use when a due task must not go unnoticed.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when a task falling due should send a message to the person assigned, in the chat they actually read.
Watch out
the alert arrives on the next check, not at the exact moment of the date.
Actions

Maximizer CRM actions

Maximizer CRM gives you 20 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Subscriber to Campaign

Action

In Zapier“Add Subscriber to Campaign”

Enrols a person in one of your Maximizer CRM campaigns.

When to use it
when someone who downloads a guide or registers for a webinar should enter the matching campaign.
Watch out
Find Campaign placed before it fetches the campaign you want to fill.
2

Convert Lead Entry

Action

In Zapier“Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity”

Turns a lead into a company or individual entry, or attaches it to an existing Address Book entry, and can open an opportunity at the same time.

When to use it
when a signal elsewhere, like a signed quote, means the lead is now a customer.
Watch out
run the test and read what comes back in Maximizer CRM.
3

Create Address Book Entry

Action

In Zapier“Creates new company, individual or contact in your Address Book”

Adds a company, an individual or a contact to your Address Book from data that came from another app.

When to use it
when a signup or a purchase elsewhere should become a customer record.
Watch out
if the person may already be in the Address Book, put Find Address Book Entry before it, or use its find-or-create option instead.
4

Create Appointment

Action

In Zapier“Creates new Appointment entry”

Puts a new appointment in Maximizer CRM, so meetings booked elsewhere show up in the CRM calendar.

When to use it
when prospects book a slot through an online scheduler and the sales team plans from Maximizer CRM.
Watch out
check at the test that the times land where you expect.
5

Create Case

Action

In Zapier“Creates new Customer Service Case”

Opens a customer service case in Maximizer CRM from an event in another tool.

When to use it
when a complaint arrives through a form or a support inbox and has to be tracked where the customer's history lives.
Watch out
run the test once and check in Maximizer CRM which customer the case is attached to.
6

Create Document

Action

In Zapier“Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.”

Creates a document attached to an existing contact in Maximizer CRM.

When to use it
when a signed form or a generated quote should be stored with the contact it belongs to.
Watch out
this action only works on Maximizer CRM Version 2020R2 or later, so check your version first.
7

Create Favourite List

Action

In Zapier“Creates new Favourite list”

Builds a new Favourite List in Maximizer CRM from a Zap, without anyone opening the CRM.

When to use it
when a campaign or an event elsewhere calls for a fresh list in the CRM.
Watch out
a Zap runs this step on every trigger event, so ask whether you need a new list each time or Update Favourite List on one list.
8

Create Hotlist Task

Action

In Zapier“Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry”

Puts a Hotlist Task on an Address Book entry, an opportunity, a lead or a case, so the follow-up sits on the record itself.

When to use it
when a hot lead or a stalled deal needs a call scheduled for someone on the team.
Watch out
it needs the record to hang on, so map an ID from the trigger or a search.
9

Create Lead Entry

Action

In Zapier“Creates new Lead Entry”

Files a new lead in Maximizer CRM with the details your trigger brought in.

When to use it
when a contact form, a chat or an ad platform hands you a prospect who is not qualified yet.
Watch out
to avoid duplicates, use the find-or-create option of Find Lead instead.
10

Create Note

Action

In Zapier“Creates new Note for Address Book/Opportunity/Lead/Case entry”

Attaches a written note to an Address Book entry, an opportunity, a lead or a case.

When to use it
when a call summary, an email or a form answer should be kept on the record it concerns.
Watch out
the note needs a parent record, and a search step placed just before can supply it.
11

Create Opportunity Entry

Action

In Zapier“Creates new Opportunity entry”

Opens a new deal in your pipeline, ready for the sales team to work.

When to use it
when a quote request or a booked demo means real business is on the table.
Watch out
link it to the right Address Book entry; a search step before it is the safe way to get that entry.
12

Create Personal Task

Action

In Zapier“Creates new Personal Task”

Adds a task to a user's personal list, not tied to a customer record.

When to use it
when an internal event, like a new form to review, should land on someone's own to-do list in the CRM.
Watch out
for a follow-up on a customer, Create Hotlist Task keeps it on the record instead.
13

Update Address Book Entry

Action

In Zapier“Updates existing Address Book entry”

Changes the details of an Address Book entry that already exists.

When to use it
when a customer edits their profile in your app or shop and the CRM should follow.
Watch out
it needs to know which entry to edit, so pair it with Find Address Book Entry.
14

Update Appointment

Action

In Zapier“Updates existing Appointment”

Moves or edits an appointment already in Maximizer CRM.

When to use it
when a prospect reschedules through your booking tool and the CRM calendar must match.
Watch out
use Find Appointment first so the change hits the right meeting.
15

Update Case

Action

In Zapier“Updates existing Customer Service Case”

Changes an existing customer service case from another tool.

When to use it
when the status of a ticket moves in your help desk and the case in Maximizer CRM should keep up.
Watch out
Find Case before it gives the step the case to update.
16

Update Favourite List

Action

In Zapier“Updates existing Favourite List”

Changes a Favourite List that already exists in Maximizer CRM.

When to use it
when a list your users rely on must stay in step with a segment managed in another app.
Watch out
there is no search for lists, so you need a way to point the step to the right list.
17

Update Lead Entry

Action

In Zapier“Updates existing Lead Entry”

Rewrites the fields of a lead already in Maximizer CRM.

When to use it
when a scoring tool or a later form fills in information about a prospect you already hold.
Watch out
if your trigger watches leads, writing back here can restart the Zap; a filter limits that risk.
18

Update Note

Action

In Zapier“Updates existing Note”

Rewrites an existing note in Maximizer CRM.

When to use it
when a summary kept in another tool gets corrected and the copy in the CRM should follow.
Watch out
Find Note locates the note first; check at the test which note comes back.
19

Update Opportunity

Action

In Zapier“Updates existing Opportunity”

Edits a deal that exists in your pipeline.

When to use it
when an accepted quote or a payment recorded elsewhere should be reflected on the opportunity.
Watch out
fetch the right deal first with Find Opportunity, and test on one record before publishing.
20

Update Task

Action

In Zapier“Updates existing Task”

Edits a task that already exists, for example to change its details once work moves on.

When to use it
when a task completed in another to-do app should be reflected in Maximizer CRM.
Watch out
Find Task supplies the task; without it the step has nothing to update.
Searches

Maximizer CRM searches

9 search steps look for data that already exists in Maximizer CRM, so a later step can use it.

A search step finds a record that already exists and passes it to the next steps. In the editor, the searches sit at the bottom of the action-event list, under SEARCH. Each one adds a step, so a Zap that uses one is multi-step.

1

Find Appointment

Search

In Zapier“Searches for existing Appointment entry”

Looks up an appointment already in Maximizer CRM so a later step can use it.

When to use it
before Update Appointment, to make sure the change lands on the right meeting.
Watch out
whether it needs the exact value or something close is decided by Maximizer CRM; check at the test.
2

Find Campaign

Search

In Zapier“Searches for existing Campaign”

Fetches one of your existing campaigns by the details you give it.

When to use it
just before Add Subscriber to Campaign, so the person joins the campaign you mean.
Watch out
if nothing matches, the default setting stops the Zap and the subscriber is not added.
3

Find Case

Search

In Zapier“Searches for existing Case entry”

Retrieves a customer service case that exists in Maximizer CRM.

When to use it
when a help desk update must be written onto the matching case with Update Case or Create Note.
Watch out
several cases can match; decide in the settings whether the first one is enough.
4

Find Lead

SearchFind or create

In Zapier“Searches for existing Lead entry”

Checks whether a lead is already in Maximizer CRM and hands it on if it is.

When to use it
before writing a new prospect, to avoid filing the same person twice.
Watch out
the editor also lists Find or Create Lead entry; it is this same search with the creation box ticked, not a separate operation.
5

Find Note

Search

In Zapier“Searches for existing Note entry”

Locates an existing note so the Zap can read or change it.

When to use it
as the first half of a correction flow ending with Update Note.
Watch out
notes are tied to records, so test with a note you know exists and read what comes back.
6

Find Opportunity

Search

In Zapier“Searches for existing Opportunity entry”

Looks up a deal already in your pipeline.

When to use it
when a payment or a signature recorded elsewhere has to update the matching opportunity.
Watch out
if two deals share the same details, the default keeps the first one; switch the setting if that is risky.
7

Find Task

Search

In Zapier“Searches for existing Task entry”

Retrieves an existing task from Maximizer CRM.

When to use it
before Update Task, when a task ticked off in another tool must be closed in the CRM too.
Watch out
when it finds nothing, the steps after it are skipped unless you switch the setting on.
8

Find Address Book Entry

SearchFind or create

In Zapier“Searches for existing Address Book entry.”

Searches the Address Book for a company, individual or contact you already have.

When to use it
as the first step after a form or a purchase, before you create or update anything.
Watch out
Find or Create Address Book entry is this search with the creation box ticked. The Restrict single record field applies only when the criteria return a single record.
9

Find Maximizer User

Search

In Zapier“Searches for existing Maximizer User”

Finds a user of your Maximizer CRM account, the colleague rather than the customer.

When to use it
when a task or an appointment created by the Zap should be assigned to a named member of the team.
Watch out
its Restrict single record field is set to Yes by default; check at the test how it behaves with your criteria.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and the steps that depend on it are skipped. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create: the setting above disappears and the step asks for the fields needed to create the missing record. Only Find Lead and Find Address Book Entry offer it here.
  3. If multiple search results are found?
    Three ways out when several records match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When it breaks

When a Maximizer CRM Zap breaks

Zapier attaches no help article to Maximizer CRM, so these are the general Zapier limits that apply to it, plus the Cloud-only catch that comes from the app page.

Some cases here are not errors on screen but Zaps that never start, or start too often. When something looks wrong, our Zapier troubleshooting guide is the place to begin.

  • Instant triggers that need Maximizer Cloud

    The three Via Webhook triggers and Opportunity Stage Changed are supported only for Maximizer Cloud. On another edition, use the polling version of the same event.

  • Records from before the Zap are ignored

    A Zap reacts only to what happens after it is switched on. Existing leads, cases and dates already passed are not picked up; moving them is a separate job.

  • A Zap that keeps restarting

    As a precaution, a Zap that writes into the very place its trigger watches can set itself off again and burn tasks.

  • A bulk import held back

    When a trigger suddenly returns a huge batch, after a mass import or a migration, Zapier's flood protection can hold it back.

  • The same record twice

    On a polling trigger, Zapier remembers what it has already seen, so one item does not start the Zap twice. As a precaution, do not build one flow on both the polling and instant versions of an event.

  • Required fields left empty

    Criteria, Entry type and Parent Type are required on several polling triggers. Pick them in the trigger settings before testing, and read what the test returns.
Need help

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FAQ

Maximizer CRM and Zapier: common questions

01Is the Maximizer CRM Zapier integration free?
Yes, you can use it on Zapier's free plan, because Maximizer CRM is not a premium app. The free plan gives 100 tasks a month and an unlimited number of Zaps. The catch is the shape of those Zaps: each one is limited to one trigger and one action. A typical CRM flow, such as finding the contact before creating a lead, already needs a search step, and that makes the Zap multi-step, which requires a paid plan.
02How many Zapier tasks does a Maximizer CRM Zap use?
One per action that succeeds, and nothing for the trigger. A Zap that creates a lead for each form submission costs one task per submission. Add Create Note and a Hotlist Task after it and every submission costs three. Zapier's checks of the 14 polling triggers are free however often they run, and an action that fails is not counted. Keep in mind that a few apps and actions take more than one task.
03Does Maximizer CRM trigger Zaps in real time?
Four triggers do: the three marked Via Webhook, for Address Book entries, appointments and leads, plus Opportunity Stage Changed. They start the Zap right away whatever your plan, but only on Maximizer Cloud. The other 14 triggers are polling ones: Zapier checks every 15 minutes on the free plan, every 2 minutes on Professional, and every minute on Team and Enterprise. A lightning bolt in the editor shows a Zap built on an instant trigger.
04What do you need to connect Maximizer CRM to Zapier?
An account on Maximizer CRM, and read or write access to any records owned by colleagues that your Zaps will touch. In Zapier, open Apps, click + Add connection, pick Maximizer CRM, sign in on the tab that opens and grant access. The connection is then reused by every Maximizer CRM step. Some polling triggers also have required fields, such as Criteria or Entry type, to fill in when you set them up.
05Which Maximizer CRM edition do the Via Webhook triggers need?
Because they are supported only for Maximizer Cloud. That applies to New or Updated Address Book Entry (Via Webhook), New or Updated Appointment (Via Webhook), New or Updated Lead Entry (Via Webhook) and Opportunity Stage Changed. On another edition, the same events are covered by polling triggers such as New or Updated Lead Entry: they work, but Zapier picks up changes on its own schedule, every 15 minutes on the free plan, rather than straight away.
06What if the Maximizer CRM operation you need is not there?
First check the full list: 18 triggers, 20 actions and 9 searches cover leads, Address Book entries, opportunities, cases, appointments, tasks, notes, campaigns and Favourite Lists. What you will not find is a delete action or a search for interactions. If a record has to be removed, that stays a manual step in Maximizer CRM. If a value is missing, a search step placed earlier in the Zap can fetch it.
07Zapier, Make or n8n for Maximizer CRM?
Compare them on criteria that fit your case. Coverage first: this page documents Zapier's 47 operations for Maximizer CRM, so check what the other tools offer for the same objects before deciding. Next, your edition: on Zapier, the instant triggers need Maximizer Cloud. Then the size of your flows: most CRM Zaps need a search before writing, which means a paid Zapier plan. Finally, where your other automations already run.
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