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 your account.
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/
- 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
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.