Zapier functionality is readily available for all Maximizer users from out-of-the box, so that you don’t need to take any extra steps to enable the integration, offering you a powerful tool to enhance your CRM experience.
To set up your first Zap you need to have an account with Zapier. You can start with a free Zapier account, and from there you can dive right in.
How do I connect Maximizer to Zapier?
- Log in to your Zapier account or create a new account.
- Navigate to the "Apps" option in the left menu panel
- Click on the "Add connection” button in the top-right corner and search for "Maximizer CRM"
- After selecting the “Maximizer CRM” a new window will be opened requesting you to connect your Maximizer account.
- Select “Maximizer Cloud” authentication option to connect with your Maximizer credentials.
- In the opened screen enter the email address associated with your Maximizer account.
- Select the database you want to work with.
- Enter your login credentials and click on “Log In” button to complete your authentication and setup process.
- Alternatively, connect your account with Maximizer’s Personal Access Token.
- Verify that the connection has been successfully installed by navigating to the “My apps” page in Zapier and confirming that the Maximizer app is there.
- After completing these steps, you can begin setting up automations for your Maximizer account! Find inspiration from our pre-configured Zaps or craft your own using the user-friendly Zap Editor. Creating a Zap doesn't require coding knowledge, and you'll be guided through the workflow setup step by step.
==Zapier - How to connect Maximizer x Eventbrte video==
Popular Use Cases
To help you hit the ground running, we’ve created multiple pre-configured Zaps that cover various use cases for sales, marketing, support, and more. Here are some popular pre-configured Zaps that connect your Maximizer app with other applications catering to your business needs.
<head>
<script type="module" src="https://cdn.zapier.com/packages/partner-sdk/v0/zapier-elements/zapier-elements.esm.js"></script>
<link rel="stylesheet" href="https://cdn.zapier.com/packages/partner-sdk/v0/zapier-elements/zapier-elements.css"/>
</head>
<body>
<zapier-zap-templates
sign-up-email="email_of_your_user@example.com"
sign-up-first-name="first_name_of_your_user"
sign-up-last-name="last_name_of_your_user"
client-id="a3MwTYJUNTXe3TIqtiAcOPBsbIHEDKBeaCoUMGmz"
theme="light"
ids="1258891,11883,11885,1384309,1580222"
limit=5
link-target="new-tab"
use-this-zap="show">
</zapier-zap-templates>
</body>
You can explore more Zapier templates and examples on the Maximizer website, in the App Directory inside your Maximizer app, or on Maximizer’s page on the Zapier website.
Note: Maximizer's integration with Zapier is designed for automating simple and routine tasks previously performed manually. Attempts to update a significant number of Maximizer records, especially those involving multiple User Defined Fields (UDFs), with a Zap may result in integration performance issues. We strongly recommend exploring alternative solutions for managing bulk updates to Maximizer entries to ensure optimal system performance and user experience.