Maximizer CRM Integrations

Build & publish in-app integrations with our Maximizer CRM connector

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Create automations with our Maximizer CRM connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Maximizer CRM, so you can provide in-app Maximizer CRM integrations for your end users.

Why integrate with Maximizer CRM

Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label, embedded integration platform enables you to create integrations between your application and Maximizer CRM, as well as 100s of other apps, using low code tools.

Available Methods and Endpoints

List Jobs
Action
Retrieves all jobs in the organization.
Close Job
Action
Closes a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data.
Abort Job
Action
Aborts a job. If you abort a job, the job does not get queued or processed.
Create Insert Job
Action
Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing.
Get Job
Action
Retrieves detailed information about a job.
Delete Job
Action
Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.
Upload CSV Data
Action
Uploads data for a job using CSV data you provide.
List Accepted Event Relations
Action
Lists accepted event attendees.
List Events Relations
Action
Lists event attendees.
Create Event Relation
Action
Create a new event relation
List Undecided Event Relations
Action
Lists undecided event attendees.
List Declined Event Relations
Action
Lists declined event attendees.
List Contact\Lead Event Relations
Action
Lists event contact and lead attendees.
Get Campaign Member
Action
Gets a campaign member by ID.
Upsert Campaign Member
Action
Creates a new campaign member or updates an existing campaign member based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
List Campaign Members
Action
Lists campaign members.
Update Campaign Member
Action
Updates a campaign member.
Delete Campaign Member
Action
Deletes a campaign member.
Create Campaign Member
Action
Creates a new campaign member.
List Contacts
Action
Lists all contacts.
List Updated Contacts
Action
Lists contacts created, modified or deleted since the last run.
Get Contact ID
Action
Gets the Contact ID associated with the specified email address.
Contact Exists For Email Address
Action
Checks whether any contacts exist for the specified email address.
Get Contact(s) By Email
Action
Gets the contact(s) with the specified email address.
Get Contact
Action
Gets the contact with the specified ID.
Contact Exists For ID
Action
Checks if a contact exists with the specified ID.
Create Contact
Action
Creates a new contact.
Delete Contact
Action
Deletes a contact.
Get Contact(s) By Mobile Number
Action
Gets the contact(s) with the specified mobile number.
List New Contacts
Action
Lists contacts created since the last run.
Upsert Contact
Action
Creates a new contact or updates an existing contact based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
Update Contact
Action
Updates a contact's details.
Get Opportunity
Action
Gets an opportunity by ID.
Upsert Opportunity
Action
Creates a new opportunity or updates an existing opportunity based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
List New Opportunities
Action
Lists the opportunities created since the last run.
Update Opportunity
Action
Updates information about an opportunity which would represent a sale or pending deal.
Create Opportunity
Action
Creates an opportunity.
List Opportunity Stages
Action
Lists the possible stages for an opportunity in Salesforce.
Delete Opportunity
Action
Deletes an opportunity.
List Updated Opportunities
Action
Lists the opportunities created or modified since the last run.
List Opportunities
Action
Lists all opportunities.
List Object Fields
Action
Retrieves all field names for the specified object.
List Records 3
Action
Retrieves all records from the specified object.
List New Records 3
Action
Retrieves the specified object's records created since the last time this action was executed.
Get External ID Field 2
Action
Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
Create Multiple Records 2
Action
Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
List Objects
Action
Retrieves all objects within your Salesforce account.
Update Record 3
Action
Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
List Updated Records 3
Action
Retrieves the specified object's records updated since the last time this action was executed.
Get External ID Field 3
Action
Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
List Records 1
Action
Retrieves all records from the specified object.
Upsert Record 3
Action
Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
List Records 2
Action
Retrieves all records from the specified object.
Describe Object
Action
Completely describes the individual metadata at all levels for the object.
Get External ID Field 1
Action
Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
Delete Record 1
Action
Deletes the specified record from the specified object.
List New Records 1
Action
Retrieves the specified object's records created since the last time this action was executed.
Get Record By ID 1
Action
Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
List Updated Records 1
Action
Retrieves the specified object's records updated since the last time this action was executed.
Create Multiple Records 3
Action
Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
Get Record By Custom Condition 1
Action
Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
List New Records 2
Action
Retrieves the specified object's records created since the last time this action was executed.
List Updated Records 2
Action
Retrieves the specified object's records updated since the last time this action was executed.
Get Record By Custom Condition 3
Action
Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
Delete Record 2
Action
Deletes the specified record from the specified object.
Upsert Record 1
Action
Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
Update Record 1
Action
Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
Create Record 3
Action
Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
Delete Record 3
Action
Deletes the specified record from the specified object.
Create Multiple Records 1
Action
Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
Get Record By ID 3
Action
Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
Get Record By ID 2
Action
Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
Get Record By Custom Condition 2
Action
Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
Update Record 2
Action
Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
Create Record 1
Action
Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
Create Record 2
Action
Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
Upsert Record 2
Action
Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
Upsert Campaign
Action
Creates a new campaign or updates an existing campaign based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
Delete Campaign
Action
Deletes a campaign.
List Campaigns
Action
Lists campaigns.
List Updated Campaigns
Action
Lists campaigns created or modified since the last run.
Create Campaign
Action
Creates a campaign.
Update Campaign
Action
Updates a campaign.
Get Campaign
Action
Gets a campaign by ID.
If Exists: Campaign
Action
Gets a campaign by ID and returns along a true path if it exists.
List New Campaigns
Action
Lists campaigns created since the last run.
Get Campaign By Name
Action
Gets a campaign by name.
List Updated Products
Action
Returns a list of Products that have been updated since the last run.
Get Product
Action
Gets a Product.
List New Products
Action
Lists the Products created since the last run.
List Products
Action
Returns a list of Products.
Upsert Case
Action
Creates a new case or updates an existing case based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
List New Cases
Action
Lists cases created since the last run.
Create Case
Action
Creates a new case which represents a customer issue or problem.
Update Case
Action
Updates a case.
List Cases
Action
Lists all cases.
Delete Case
Action
Deletes a case.
Get Case
Action
Gets a case by ID.
List Updated Cases
Action
Lists cases created or modified since the last run.
Create Line Item
Action
Creates a new opportunity line item.
Delete Line Item
Action
Deletes an opportunity line item.
List Updated Line Items
Action
Lists opportunity line items created or modified since the last run.
List Line Items
Action
Lists opportunity line items.
Update Line Item
Action
Updates an opportunity line item.
List New Line Items
Action
Lists opportunity line items created since the last run.
Get Line Item
Action
Get line item for an opportunity by ID.
Get User
Action
Gets a user by ID.
Get Self
Action
Gets the current user's profile information.
List Users
Action
Lists all users.
Get User By Name
Action
Gets a user by FullName.
List Updated Tasks
Action
Lists tasks created or modified since the last run.
Create Task
Action
Creates a new task.
List Task Priorities
Action
Lists the options for task priorities.
List Tasks
Action
Lists all tasks.
Update Task
Action
Updates a task.
List Task Statuses
Action
Lists the options for task statuses.
List New Tasks
Action
Lists tasks created since the last run.
Get Task
Action
Gets a task by ID.
Delete Task
Action
Deletes a task.
Delete Event
Action
Deletes an event.
List Events
Action
Lists events from this Salesforce account.
List Updated Events
Action
Lists events created or modified since the last run.
List New Events
Action
Lists events created since the last run.
Get Event
Action
Gets an event by ID.
Create Event
Action
Creates a new event.
Update Event
Action
Updates an existing event.
List Attachments
Action
Lists attachments from this Salesforce account.
List Updated Attachments
Action
Lists attachments created or modified since the last run.
List New Attachments
Action
Lists attachments created since the last run.
Update Attachment
Action
Updates an attachment.
Get Attachment
Action
Gets an attachment by ID.
Delete Attachment
Action
Deletes an attachment.
Create Attachment
Action
Creates a new attachment.
Delete Account
Action
Deletes an account.
List New Accounts
Action
Lists accounts created since the last run.
List Accounts By PersonEmail
Action
Lists accounts by PersonEmail. This call will fail if Person Account types are not setup.
List Accounts
Action
Lists accounts from Salesforce.
List Accounts By Custom Field
Action
Lists accounts by a custom field, where equals .
Update Account
Action
Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
Create Account
Action
Creates a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
Upsert Account
Action
Creates a new account or updates an existing account based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
Get Account
Action
Gets an account by ID.
List Updated Accounts
Action
Lists accounts created or modified since the last run.
Get Primary Opportunity Role
Action
Gets the primary contact role for an opportunity. If no primary contact role is set, returns the first contact role if any were found.
List Roles By Opportunity
Action
Lists opportunity contact roles for a specified opportunity.
Add Contact To Opportunity
Action
Adds an existing contact to an opportunity.
Get Opportunity Role
Action
Gets an opportunity contact role by ID.
List Updated Opportunity Roles
Action
Lists opportunity contact roles created or modified since the last run.
List Opportunity Roles
Action
Lists opportunity contact roles.
Update Opportunity Role
Action
Updates an opportunity contact role.
List New Opportunity Roles
Action
Lists opportunity contact roles created since the last run.
Delete Opportunity Role
Action
Deletes an opportunity contact role.
Create Opportunity Role
Action
Creates a new opportunity contact role.
List Pricebook Entries
Action
Lists entries to a specified pricebook.
List Pricebooks
Action
Lists all pricebooks.
Get Pricebook Entry
Action
Gets a pricebook entry.
Outbound Message Response
WebhookResponse
Send a response to an outbound message from Salesforce. Set Result to "true"/"false" to send a success/failure response back to SF.
Delete User Role
Action
Deletes a user role.
List User Roles
Action
Lists all user roles.
Get User Role
Action
Gets a user role by ID.
Update User Role
Action
Updates an existing user role.
Create User Role
Action
Creates a new user role.
List Notes
Action
Lists notes from this Salesforce account.
Update Note
Action
Updates a note.
List Updated Notes
Action
Lists notes created or modified since the last run.
Delete Note
Action
Deletes a note.
Get Note
Action
Gets a note by ID.
Create Note
Action
Creates a new note.
List New Notes
Action
Lists notes created since the last run.
Delete Lead
Action
Deletes a lead.
List New Leads
Action
Lists leads created since the last run.
List Leads By Email
Action
Lists leads with the specified email address.
Get Lead
Action
Gets a lead by ID.
Create Lead
Action
Creates a new lead.
List Updated Leads
Action
Lists leads created or modified since the last run.
Update Lead
Action
Updates an existing lead.
List Leads
Action
Lists all leads.
Upsert Lead
Action
Creates a new lead or updates an existing lead based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
Get Content Document Data (CSV)
Action
Return the contents of a CSV content document.
Get Content Version
Action
Retrieve the content version ID of a given content document.
List Content Documents
Action
Retrieve a list of all content documents.
List Login History
Action
Lists all login sessions.
List Campaign Member Statuses
Action
Lists campaign member statuses.
Create Campaign Member Status
Action
Creates a campaign member status.
Update Campaign Member Status
Action
Updates a campaign member status. Only allows for the order of the status to be changed in the picklist.
Delete Campaign Member Status
Action
Deletes a campaign member status.
Get Location
Action
Gets a location by ID.
Create Enhanced Note
Action
Creates an "enhanced" note as displayed by the "Notes" Related List in Salesforce.
List Assets
Action
List assets from Salesforce.
Get Record Type
Action
Gets an record type by ID.
List Groups
Action
List groups from Salesforce.

Do you want to access something that's not currently listed? Just let us know and we can add it to the connector for you!

What Methods do you Need?

Top Use Cases for Maximizer CRM Integrations

Quickly create integrations between your SaaS application and Maximizer CRM with Cyclr's low code integration builder. Publish your Maximizer CRM integration into your application using Cyclr's white label embedded integration marketplace.

Marketing

  • Sync outbound sales software with your CRM once an opportunity reaches a point in your sales cycle
  • Sync contact details between your CRM and marketing tools to keep things up to date
  • Trigger messaging to users when a deal reaches a particular stage

Support

  • Add notes to CRM company/deal records from unresolved/resolved support tickets
  • Create new leads in your CRM from support tickets
  • Update support tickets when deals move through your CRM pipeline
  • Create a record in CRM when there is new action on a pre-existing ticket
  • Add lead to campaign when a new user is created

Sales

  • Add new landing page form submissions to CRM as leads
  • Create new CRM entries when new contracts have been signed by leads

Some of the many benefits of using Cyclr as your integration solution

Native

Transform your API from backend to frontend, from developer focused to business user focused.

Deliver integrations natively from within your own application and add value to your end-users.

Build Quickly

Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.

Be responsive to the needs of your clients and your sales team.

No code integrations

Use our drag and drop integration builder to create integrations, then click to publish them to your app.

Your users can then search and deploy these integrations in a couple of clicks.

Ready to start your integration journey?

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