Set Up Maximizer CRM Gmail Integration

Set Up MAXIMIZER CRM Gmail Integration

1. Login to your Gmail account, navigate to the add-ons bar on the right-hand side and click on the MAXIMIZER CRM logo.

2. The MAXIMIZER CRM add-on will open and requests you to sign in to your MAXIMIZER CRM Cloud account. Click on CONNECT TO MAXIMIZER button.

3. Enter your email address associated with your MAXIMIZER CRM user account and click on CONTINUE button. A 4-digit PIN will be emailed to the email address you enter the below.

4. Enter the 4-digit PIN and click CONTINUE button.

5. Select your MAXIMIZER CRM database alias and click CONTINUE button.

6. MAXIMIZER CRM Authorization is required

7. Click on CONTINUE button to open the MAXIMIZER CRM sign on window, enter your MAXIMIZERCRM username and password, click on Log in button. Close the window after you see the login success message.

8. When you finish, the home page of MAXIMIZER CRM Gmail Integration is displayed.