Faster time to market
Ship customer-facing integrations without building vendor APIs.
Maximizer CRM Connector
Embed Maximizer CRM integrations to synchronize contacts and companies, create and update opportunities, tasks and cases, and trigger customer workflows. Build per-tenant automations and publish in-app integrations using Cyclr’s white‑label embedded marketplace.
Per-tenant orchestration
Create reusable, tenant-aware workflows and map customer data.
Governed MCP exposure
Expose supported methods as controlled, governed MCP tools.
Embedded experience
Deliver customer-facing workflows natively inside your SaaS product.
CONNECTOR OVERVIEW
Overview
Teams can integrate and automate Maximizer CRM records—contacts, companies (AbEntry), opportunities, tasks and cases—to sync customer data, create sales opportunities and automate service workflows. Cyclr connects to Maximizer’s Octopus and Webhooks APIs so you can map fields, orchestrate per-tenant workflows and embed integrations; see the Maximizer API documentation.
PRODUCT USE CASES
Top Use Cases for Maximizer CRM Integrations
Automate contact and company syncs, create opportunities from leads, log activities and auto-create support cases. Publish these automations into your app’s embedded marketplace for tenant-level control and governed exposure.
Create opportunities from form submissions
Create Opportunity records (AbEntry-linked) in Maximizer when lead forms are submitted, including ForecastRevenue and Stage mappings.
Bi-directional contact and company sync
Sync Contacts and Companies (AbEntry) between your app and Maximizer to keep customer records consistent per tenant.
Auto-create support cases and log activities
Create Case and Task entries and append Activity notes to track support workflows created from your app.
ORCHESTRATION
How Maximizer CRM works with Cyclr
Cyclr sits between your SaaS product and Maximizer CRM to handle authentication, govern access and orchestrate every API call per customer, at scale.
- 1
Your SaaS product
Your app requests an action for a specific customer.
- 2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
- 3
Maximizer CRM
Maximizer CRM processes the request and returns a response to your app.
Customer-specific authentication · Governed data movement · Centralized visibility and audit
CONNECTOR COVERAGE
Available connector capabilities
Explore Maximizer CRM methods you can orchestrate through Cyclr.
Contacts8
Get Contact
ActionGet a Contact.
List All Contacts
ActionGet a List of All Contacts.
Create Contact
ActionCreate a New Contact.
Update Contact
ActionUpdate a Contact.
Delete Contact
ActionDelete a Contact.
List New Contacts
ActionGet a List of All New Contacts Since Last Run Time.
List Updated Contacts
ActionGet a List of All Updated Contacts Since Last Run Time.
Get Contacts By Email
ActionGets a list of Contacts with a specified email address.
TECHNICAL DETAILS
Maximizer CRM integration and API details
Review the sourced authentication and API behaviour used when configuring customer-facing Maximizer CRM integrations in Cyclr.
API and authentication
- API host
https://api.maximizer.com- Authentication
- OAuth 2.0; Personal Access Token; VendorId/AppKey
- Credentials
OAuth client_id/client_secret or PKCE; Personal Access Token; Octopus Authenticate: Database, UID, Password, VendorId, AppKey.
- Method categories
Read; Create; Update; Delete; Metadata; Webhooks
Pagination and rate limits
Pagination
Pagination varies by Octopus/Ferret endpoint and read method; check each object’s Read documentation for page or cursor parameters.
Rate limits
Rate limits vary by edition: Core 30 requests/min, Business 90 requests/min, Enterprise/custom. Exceeding limit returns 429 with Retry-After header.
IMPLEMENTATION
Authentication at a glance
Maximizer documents OAuth2 (authorization code with optional PKCE), long‑lived Personal Access Tokens and an Octopus Authenticate endpoint requiring Database, UID, Password plus VendorId/AppKey. Confirm which methods Cyclr Console enables for this connector.
- Authentication method
- OAuth 2.0; Personal Access Token; VendorId/AppKey
- Credential required
OAuth client_id/client_secret or PKCE; Personal Access Token; Octopus Authenticate: Database, UID, Password, VendorId, AppKey.
Before you begin:
View setup guideCloud and on‑prem endpoints differ; OAuth needs a registered client; Octopus Authenticate may require VendorId/AppKey.
COMMON QUESTIONS
Frequently asked questions
You can sync and manage Maximizer records — contacts, companies (AbEntry), opportunities, tasks and cases — to automate sales, marketing and service workflows using Octopus and Webhooks APIs.
Maximizer supports OAuth2, long‑lived Personal Access Tokens and an Octopus Authenticate flow (Database, UID, Password, VendorId/AppKey); confirm which options Cyclr Console enables for connector instances.
Yes. Cyclr supports per-tenant credentials and reusable tenant-aware workflows so you can embed Maximizer automations for individual customer accounts and control access.
Yes. You can expose selected Maximizer operations as governed MCP tools via Cyclr, applying policies, per-tenant credentials and centralized orchestration.
KEEP EXPLORING
Related resources and connectors
Documentation
CRM Integrations you should be using
Read more →ProductSyncing your support integrations for enhanced customer experience
Read more →ProductMCP PaaS
Read more →Related connectorAlertMedia
Related Marketing connector for customer-facing integration workflows.
Related connectorCapsule
Related Marketing connector for customer-facing integration workflows.
Related connectorInline CRM
Related Marketing connector for customer-facing integration workflows.