Microsoft Outlook + Qwilr + Maximizer CRM
Microsoft Outlook + Qwilr + Maximizer CRM
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.
- When this happens...Project AcceptedTriggers when a project is accepted.
- automatically do this...Create Hotlist TaskCreates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
- then do this...Create NoteCreates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!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
- Project Accepted
Triggers when a project is accepted.
Try ItTriggerInstant - Project First Viewed
Triggers when a project is first viewed.
Try ItTriggerInstant - Create Project
Creates a new project.
ActionWrite - 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 ItTriggerInstant
- New Project
Triggers when a project is first created.
Try ItTriggerInstant - Project Published
Triggers when a project is published.
Try ItTriggerInstant - 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 ItTriggerInstant - New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Try ItTriggerInstant










