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The Maximizer integration is a two‑way connection between Continuum and your Maximizer CRM. Once connected, you can import contacts from Maximizer into Continuum, and push meeting summaries, notes, and tasks back to Maximizer with a single click from any meeting page. For the universal connect/manage/disconnect mechanics, see the Integrations overview.

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Before you connect

  • Your Maximizer account must be cloud‑hosted (Maximizer CRM Live). On‑premise installations aren’t supported.
  • Your Maximizer release must be 2026.6 or higher. You can check your release in Maximizer under Administration > Version and Storage space.
  • Have two details ready before you start:
    • Region: where your Maximizer account is hosted: Canada or Europe.
    • Company Alias: your organization’s identifier in Maximizer. Click your profile icon in the top‑right corner of Maximizer to find it.
  • You’ll sign in with a Maximizer user that has permission to read contacts and create notes and tasks.
When you connect, Continuum requests permission to read contacts, read tasks, write tasks and notes, and access organization data.

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Connecting Maximizer

1

Open Settings > Integrations and click Connect on the Maximizer tile

A confirmation dialog appears showing the permissions Continuum will request. Click Connect to continue.
2

Enter your Region and Company Alias

On the Link Maximizer Account screen, select your Region and enter your Company Alias, then click Connect.
3

Sign in to Maximizer

A Maximizer sign‑in popup opens. Sign in and approve access for Continuum.
If the sign‑in window doesn’t open, your browser may be blocking popups. Allow popups for Continuum and try again.

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Maximizer‑specific settings

Open Manage on the Maximizer tile to see these options: Automatic contact sync: toggle whether Continuum periodically pulls contact updates from Maximizer. This starts off. Turn it on and Continuum imports your Maximizer contacts, then keeps them up to date. Once contact sync runs, your Maximizer Hotlist tasks also sync alongside your contacts, so they’re available to Ask AI and search in Continuum.

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What gets pushed to Maximizer

From a meeting in Continuum, click Sync to send the meeting back to Maximizer. It sends:
  • The meeting summary, organized by your meeting template, saved as a note on the contact’s record
  • Tasks, with due dates and assignees, created as Hotlist tasks in Maximizer
  • The meeting title, date, and time
Syncing the same meeting again updates the existing record instead of creating a duplicate.
Tasks pushed from Continuum arrive in Maximizer with Medium priority. If a task needs a different priority, change it in Maximizer after you sync.
When you first connect Maximizer, push one meeting end‑to‑end and confirm it landed where you expect before relying on the integration day‑to‑day.

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Importing contacts from Maximizer

Turn on Automatic contact sync, in the dialog that opens as soon as you connect or later from Manage, and Continuum imports your Maximizer contacts and keeps them updated. Contacts start arriving within about 90 minutes, often right away. To import once without ongoing sync:
  1. Go to People in the left sidebar
  2. Click Add contact > Import from CRM
  3. Choose Maximizer if more than one CRM is connected, then click Import
Continuum imports every contact Maximizer shares with the account you connected. A contact needs an email address to come across. After the first import, the menu item reads Refresh from CRM.

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Disconnecting

Open Manage and click Disconnect. Contacts you’ve already imported stay in Continuum and stop updating. Future meetings still capture and summarize as normal, but they won’t sync to Maximizer until you reconnect.

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Troubleshooting

Check that Maximizer shows Connected in Settings > Integrations. If it shows Needs attention or Not Connected, reconnect from the Manage dialog.
In Maximizer, click your profile icon in the top‑right corner. Your company alias is shown there. If you’re still unsure, your Maximizer administrator can confirm it.
Double‑check your Region and Company Alias. If either is wrong, Maximizer can’t complete the sign‑in. Click Connect on the tile and try again with the correct details. If your organization uses Maximizer in Canada, select Canada; in the UK or Europe, select Europe.
Type at least three characters of the contact’s name. The person must also exist as a contact in Maximizer, because Continuum searches your Maximizer address book directly.
Turn on Automatic contact sync in the Manage dialog. Tasks sync after your contacts do, and only tasks linked to synced contacts come across. Give it a little while after enabling the toggle, then check again.
Check which Maximizer release you’re on: in Maximizer, go to Administration > Version and Storage space. The Continuum integration requires release 2026.6 or higher. If you’re on an older release, contact Maximizer about upgrading.
Open Manage and check Automatic contact sync. If it is off, turn it on, or use People > Add contact > Import from CRM to import now. If one contact is missing while others came across, check that it has an email address in Maximizer. Contacts without one are skipped.