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  • Qwilr logoQwilr logo
  • Maximizer CRM logoMaximizer CRM logo
  • Microsoft Outlook logoMicrosoft Outlook logo
  • Qwilr logoQwilr logo
  • Maximizer CRM logoMaximizer CRM logo

Microsoft Outlook + Qwilr + Maximizer CRM

Microsoft Outlook + Qwilr + Maximizer CRM

Microsoft Outlook + Qwilr integrations

Create hotlist tasks and notes in Maximizer contacts and draft Microsoft Outlook emails when new Qwilr projects are accepted

As projects are accepted in Qwilr, this integration automatically creates detailed notes on the corresponding Maximizer contacts, allowing the sales team to seamlessly manage client interactions in a single source of truth. Additionally, the workflow creates Maximizer tasks and drafts personalized messages in Microsoft Outlook, reminding salespeople to express gratitude, fostering stronger customer relationships, and driving repeat business.

  1. When this happens...
    Project Accepted
    Project Accepted
    Project AcceptedTriggers when a project is accepted.
  2. automatically do this...
    Create Hotlist Task
    Create Hotlist Task
    Create Hotlist TaskCreates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
  3. then do this...
    Create Note
    Create Note
    Create NoteCreates new Note for Address Book/Opportunity/Lead/Case entry
  4. then do this!
    Create Draft Email
    Create Draft Email
    Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.
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More things you can do with these apps

Discover other triggers and actions you can use with Qwilr, Maximizer CRM, and more

  • Qwilr triggers, actions, and search
    Project Accepted

    Triggers when a project is accepted.

    Trigger
    Instant
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  • Qwilr triggers, actions, and search
    Project First Viewed

    Triggers when a project is first viewed.

    Trigger
    Instant
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  • Qwilr triggers, actions, and search
    Create Project

    Creates a new project.

    Action
    Write
  • Maximizer CRM triggers, actions, and 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
  • Maximizer CRM triggers, actions, and search
    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
    Try It
  • Maximizer CRM triggers, actions, and search
    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
    Try It
microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.
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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.
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