Connect Maximizer CRM to HubSpot and automate your work
![Maximizer CRM](https://zapier-images.imgix.net/storage/developer/1356c9785782b598be47a5213e7fbd15_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Maximizer CRM](https://zapier-images.imgix.net/storage/developer/1356c9785782b598be47a5213e7fbd15_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![HubSpot](https://zapier-images.imgix.net/storage/developer/cde9764aa8d19fdd6d591455dbe5a78d.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![HubSpot](https://zapier-images.imgix.net/storage/developer/cde9764aa8d19fdd6d591455dbe5a78d.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Maximizer CRM with HubSpot - no code necessary. See how you can get setup in minutes.
Select a trigger from Maximizer CRM
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from HubSpot
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Maximizer CRM to HubSpot
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Maximizer CRM and HubSpot to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Maximizer CRM and HubSpot to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier checks for new data every 15 min on the Free plan - Parent TypeRequired
- Category
- Entry typeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 entry
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 - Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Contact ListRequired
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Contact ListRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- ChannelRequired
- Message ContentRequired
- When
- Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Note
- NameRequired
- Company
- Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Workflow NameRequired
- Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Blog URLRequired
- Blog AuthorRequired
- Article StateRequired
- Blog Post URLRequired
- NameRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Contact ListRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Note
- Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
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- Type of Custom ObjectRequired
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- Note
- Additional properties to retrieve
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- Note
- Additional properties to retrieve
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
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier checks for new data every 15 min on the Free plan - Add Subscriber to Campaign Entry
Add Subscriber to Campaign Entry
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- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Blog UrlRequired
- Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Property NameRequired
- Properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Property NameRequired
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Halt task if any associations error occurred
- Entry typeRequired
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Email Address
- Event IDRequired
- Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- FormRequired
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- FilenameRequired
- Access levelRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Message ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner emailRequired
- Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner IdRequired
- Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- NameRequired
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- Note
- Additional properties to retrieve
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- Note
- NameRequired
- Note
- Company
- Contact
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- Note
- Additional properties to retrieve
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- Note
- Additional properties to retrieve
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