Maximizer CRM + Zoom

Trigger Zoom action ae:20350 from new or updated appointments in Maximizer CRM

Maintain synchronization between your Maximizer CRM and Zoom with this efficient workflow. With each new or updated appointment entry in your Maximizer CRM, this automation ensures the changes are immediately reflected in Zoom. This cuts down on manual intervention and ensures your virtual meetings are always up-to-date with your most current CRM appointments.

When this happens...
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
TriggerPolling
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ActionWrite

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Supported triggers and actions

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.
Trigger
Instant
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New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Trigger
Instant
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- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It

New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
Try It
Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
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- Webinar or Meeting?Required
Trigger
Instant
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- Upcoming Meeting
Trigger
Instant
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- Upcoming Webinar
Trigger
Instant
Try It
- Meeting TypeRequired
Action
Write
- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
- Send Confirmation Email to Registrants
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Meeting TypeRequired
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting UuidRequired
Action
Search

New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
Try It
- Parent TypeRequired
- Category
- Type
Trigger
Polling
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
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Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Campaign
Searches for existing Campaign
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write
- Meeting TypeRequired
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Meeting TypeRequired
Trigger
Instant
Try It
New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
New Workspace Reservation
Triggers when you reserve a room or device-enabled desk.
Trigger
Instant
Try It
- Info
- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Language
- Auto Approval
Action
Write
- Meeting IDRequired
- Deletion TypeRequired
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
Write
- Meeting TypeRequired
- Meeting or Webinar IDRequired
Action
Search
- Meeting UUIDRequired
Action
Search

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Learn more

Related categories

Video Conferencing

Maximizer CRM + Zoom

Trigger Zoom action ae:20350 from new or updated appointments in Maximizer CRM

New or Updated Address Book Entry (Via Webhook)

New or Updated Lead Entry (Via Webhook)

New or Updated Address Book Entry

New or Updated Appointment Entry

New or Updated Case Entry

New or Updated Interaction Entry

Date Notification for Lead

New or Updated Opportunity Entry

New or Updated Task Entry

Add Subscriber to Campaign

Create Address Book Entry

Create Case

Create Favourite List

Create Lead Entry

Create Opportunity Entry

Update Address Book Entry

Update Case

Update Lead Entry

Update Opportunity

Find Appointment

Find Case

Find Note

Find Task

Find Maximizer User

Find or Create Address Book entry

New Meeting Summary

New Participant Joined Webinar or Meeting

New Meeting Registrant

New Webinar Registrant

Create Meeting

Create Webinar Registrant

API Request (Beta)

Find Meeting/Webinar

Find Recording and Download

New or Updated Appointment (Via Webhook)

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry

Date Notification for Opportunity

Date Notification for Task

Convert Lead Entry

Create Appointment

Create Document

Create Hotlist Task

Create Note

Create Personal Task

Update Appointment

Update Favourite List

Update Note

Update Task

Find Campaign

Find Lead

Find Opportunity

Find Address Book Entry

Find or Create Lead entry

New Meeting Ended

New Audio Transcript

New Meeting

New Cloud Recording

New Workspace Reservation

Create Meeting Registrant

Delete Meeting Recordings

Update Zoom Meeting

Find Meeting or Webinar Participants

Get Meeting Summary

About Maximizer CRM

Related categories

Similar apps

Zapier Interfaces

About Zoom

Related categories

Similar apps

GoTo Meeting

Intermedia AnyMeeting

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