> ## Documentation Index
> Fetch the complete documentation index at: https://help.oncontinuum.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Maximizer

> Connect Maximizer to import contacts and push meeting notes and tasks back to your CRM.

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](/managing/Integrations).

## 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.

## Connecting Maximizer

<Steps>
  <Step title="Open Settings > Integrations and click Connect on the Maximizer tile">
    A confirmation dialog appears showing the permissions Continuum will request. Click **Connect** to continue.
  </Step>

  <Step title="Enter your Region and Company Alias">
    On the **Link Maximizer Account** screen, select your **Region** and enter your **Company Alias**, then click **Connect**.
  </Step>

  <Step title="Sign in to Maximizer">
    A Maximizer sign‑in popup opens. Sign in and approve access for Continuum.
  </Step>
</Steps>

<Note>
  If the sign‑in window doesn't open, your browser may be blocking popups. Allow popups for Continuum and try again.
</Note>

## 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.

## 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.

<Note>
  Tasks pushed from Continuum arrive in Maximizer with **Medium** priority. If a task needs a different priority, change it in Maximizer after you sync.
</Note>

<Tip>
  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.
</Tip>

## 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**.

## 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Sync is greyed out on my meeting page">
    Check that Maximizer shows **Connected** in Settings > Integrations. If it shows **Needs attention** or **Not Connected**, reconnect from the Manage dialog.
  </Accordion>

  <Accordion title="I can't find my Company Alias">
    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.
  </Accordion>

  <Accordion title="The connection fails at sign‑in">
    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**.
  </Accordion>

  <Accordion title="No contacts appear when I search in the push drawer">
    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.
  </Accordion>

  <Accordion title="My Maximizer tasks aren't showing up in Continuum">
    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.
  </Accordion>

  <Accordion title="Something isn't working and I'm not sure why">
    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.
  </Accordion>

  <Accordion title="Contacts I expect to see aren't in Continuum">
    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.
  </Accordion>
</AccordionGroup>


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