Integrate Maximizer CRM with Retently

Trigger NPS/CSAT surveys after key customer interactions such as sales or support ticket resolutions, sync customer contact information and preferences between Maximizer CRM and Retently, and use survey feedback to improve customer service and marketing strategies.

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About Maximizer CRM

Maximizer CRM supports sales, marketing, and customer service functions, allowing users to manage customer relationships and optimize business processes.

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Maximizer CRM to Retently

1

Opportunity Stage Changed

Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
2

Date Notification for Address Book Entry

Triggers when Address Book entry reaches notification date.
3

Date Notification for Appointment Entry

Triggers when Appointment entry reaches notification date.
4

Date Notification for Case

Triggers when Case entry reaches notification date.
5

New or Updated Lead Entry

Triggers when there is a new or updated Lead entry.
6

New or Updated Note Entry

Triggers when there is a new or updated Note entry.
7

Date Notification for Opportunity

Triggers when Opportunity reaches notification date.
8

Date Notification for Task

Triggers when Task reaches notification date.
9

New or Updated Address Book Entry

Triggers when there is a new or updated Address Book entry.
10

New or Updated Appointment Entry

Triggers when there is a new or updated Appointment entry.
11

New or Updated Case Entry

Triggers when there is a new or updated Case entry.
12

New or Updated Interaction Entry

Triggers when there is a new or updated Interaction entry.
13

Date Notification for Lead

Triggers when lead entry reaches notification date.
14

New or Updated Opportunity Entry

Triggers when there is a new or updated Opportunity entry.
15

New or Updated Task Entry

Triggers when there is a new or updated Task entry.
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Retently to Maximizer CRM

1

Convert Lead Entry

Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity.
2

Create Appointment

Creates new Appointment entry.
3

Create Document

Creates new Document tied to existing contact.
4

Create Hotlist Task

Creates new Hotlist Task for Address Book, Opportunity, Lead, or Case entry.
5

Create Note

Creates new Note for Address Book, Opportunity, Lead, or Case entry.
6

Create Personal Task

Creates new Personal Task.
7

Update Appointment

Updates existing Appointment.
8

Update Favourite List

Updates existing Favourite List.
9

Update Note

Updates existing Note.
10

Update Task

Updates existing Task.
11

Find Campaign

Searches for existing Campaign.
12

Find Lead

Searches for existing Lead entry.
13

Find Opportunity

Searches for existing Opportunity entry.
14

Find Address Book Entry

Searches for existing Address Book entry.
15

Find or Create Lead Entry

Finds or creates a Lead entry.
16

Add Subscriber to Campaign

Adds a Subscriber to Campaign.
17

Create Address Book Entry

Creates new company, individual, or contact in your Address Book.
18

Create Case

Creates new Customer Service Case.
19

Create Favourite List

Creates new Favourite list.
20

Create Lead Entry

Creates new Lead Entry.
21

Create Opportunity Entry

Creates new Opportunity entry.
22

Update Address Book Entry

Updates existing Address Book entry.
23

Update Case

Updates existing Customer Service Case.
24

Update Lead Entry

Updates existing Lead Entry.
25

Update Opportunity

Updates existing Opportunity.
26

Find Appointment

Searches for existing Appointment entry.
27

Find Case

Searches for existing Case entry.
28

Find Note

Searches for existing Note entry.
29

Find Task

Searches for existing Task entry.
30

Find Maximizer User

Searches for existing Maximizer User.
31

Find or Create Address Book Entry

Finds or creates an Address Book entry.

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