Maximizer (Canada)

Maximizer (Canada) Help & Support

  • How to Get Started with Maximizer on Zapier
  • Popular Things To Do With Maximizer
  • Common Problems with Maximizer on Zapier

How to Get Started with Maximizer on Zapier

To get started with Maximizer on Zapier, first you will need to click to connect your Maximizer account to use with your Zap. As you start making your first Zap we will automatically ask you when the time is right.

Click to connect Maximizer

Click to connect your account.

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You’ll now be given a popup to enter your account name, or database if you prefer. There are a couple ways to get this name in case you can’t remember it.

  • The URL you use to access Maximizer will have the account name after the “/” of maximizercrmlive.com/... e.g.: …caw.maximizercrmlive.com/This_is_Your_Account_Name

  • Or, within Maximizer you can access the menu link “Administration” then “Desktop and Mobile Setup” to view a URL that contains your account name as explained above.

Next, you’ll need to enter your username and password.

Note: This will be the same information that you use every day when accessing Maximizer. Click to connect Maximizer

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Give it a test run to make sure everything checks out by clicking the “Test” button. If all steps were successful your Maximizer account will now be successfully connected.

Test the Maximizer account inside Zapier

Popular Things To Do With Maximizer

Add new Constant Contact contacts to Maximizer as address book entries

Constant Contact + Maximizer (Canada)

Try It

Save new SurveyMonkey responses as a note for a Maximizer contact

SurveyMonkey + Maximizer (Canada)

Create an address book entry in Maximizer from a new scanned business card in Contacts+

Contacts+ + Maximizer (Canada)

Create a hotlist task in Maximizer from new starred emails in Gmail [Business Gmail Accounts Only]

Gmail + Maximizer (Canada)

Create Maximizer notes from new starred emails in Gmail [Business Gmail Accounts Only]

Gmail + Maximizer (Canada)

Create personal tasks in Maximizer from new rows in the Excel sheet

Microsoft Excel + Maximizer (Canada)

Common Problems with Maximizer on Zapier

What Maximizer version does Zapier work with?#

Currently, the Maximizer integration works with Maximizer CRM LIVE

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