Contacts+ + Slack + Maximizer CRM
Contacts+ + Slack + Maximizer CRM
Contacts+ + Slack integrations
Create leads in Maximizer and send Slack notifications when new contacts are added to Contacts+
Supercharge your lead management process with this seamless Zapier workflow! Automatically create new leads in Maximizer and instantly receive Slack notifications whenever new contacts are added to Contact+. Streamline your sales efforts and stay ahead of the game by effortlessly managing your leads and staying informed in real-time.
- When this happens...
New ContactTriggers when a contact is created or a business card is transcribed.TriggerInstant - automatically do this...
Create Lead EntryCreates new Lead EntryActionWrite - then do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.ActionWrite
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More things you can do with these apps
Discover other triggers and actions you can use with Contacts+, Maximizer CRM, and more
- Team
- Photo URL
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Organization
- Title
- Home Email
- Work Email
- Other Email
- Home Phone
- Mobile Phone
- Work Phone
- Main Phone
- Work Fax
- Home Address
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Work Address
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- URLs
- Relationships
- IMs
- Notes
- Birthday
- Dates
- Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Team
- ContactRequired
- Tag(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Team
- Photo URL
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Organization
- Title
- Home Email
- Work Email
- Other Email
- Home Phone
- Mobile Phone
- Work Phone
- Main Phone
- Work Fax
- Home Address
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Work Address
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- URLs
- Relationships
- IMs
- Notes
- Birthday
- Dates
- Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Company
- Email
- Phone
- Team
ActionThis is an event a Zap performs.SearchFind existing data in your app
New or Updated Address Book Entry (Via Webhook)Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Date Notification for Lead
Triggers when lead entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New or Updated Task Entry
Triggers when there is a new or updated Task entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Add Subscriber to Campaign
Add Subscriber to Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Address Book Entry
Creates new company, individual or contact in your Address Book
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Case
Creates new Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Favourite List
Creates new Favourite list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Lead Entry
Creates new Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Opportunity Entry
Creates new Opportunity entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Case
Updates existing Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Lead Entry
Updates existing Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Opportunity
Updates existing Opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Appointment
Searches for existing Appointment entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Case
Searches for existing Case entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Note
Searches for existing Note entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Task
Searches for existing Task entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New ChannelTriggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - ChannelRequired
- MessageRequired
- ReactionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Content
- Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send Multi Message
- Message TextRequired
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Allowed_edit_copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- TopicRequired
- Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Status Text
- Status Emoji
- Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search QueryRequired
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- UsernameRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
- ContactRequired
- Team
- NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Team
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Team
- ContactRequired
- Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FullContact API KeyRequired
- Domain or EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FullContact API KeyRequired
- Emails
- Phone Numbers
- Given Name
- Family Name
- Twitter Handle
ActionThis is an event a Zap performs.SearchFind existing data in your app- New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Date Notification for Case
Triggers when Case entry reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Parent TypeRequired
- Category
- Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Date Notification for Task
Triggers when Task reaches notification date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Appointment
Creates new Appointment entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Personal Task
Creates new Personal Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Appointment
Updates existing Appointment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Favourite List
Updates existing Favourite List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Note
Updates existing Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Task
Updates existing Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Campaign
Searches for existing Campaign
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Lead
Searches for existing Lead entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Opportunity
Searches for existing Opportunity entry
ActionThis is an event a Zap performs.SearchFind existing data in your app - Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find or Create Lead entry
Find or Create Lead entry
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Trigger for Bot Messages?
- Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Channel
- User Name
- Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Search QueryRequired
- Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Channel ID
- Reaction
- Member ID
- Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Zap Identifier
- Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - TextRequired
- Remind when?Required
- Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Allowed_delete_copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Canvas IDRequired
- OperationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Status_copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap_id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Title
- Email
- Display Name
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full NameRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts up-to-date across all leading platforms.
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