Maximizer

Follow the below steps to connect to the Maximizer API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Maximizer as the Integration Provider.

Step 2. Connect to the Maximizer API

1. Go to Maximizer CRM API and request access to their API.
2. When approved, you'll receive your details via email.
3. Enter your Username from Maximizer and paste in the Username field in Formie.
4. Enter your Password from Maximizer and paste in the Password field in Formie.
5. Copy the Web Access URL from Maximizer and paste in the Web Access URL field in Formie.
6. Copy the Database ID from Maximizer and paste in the Database ID field in Formie.
7. Copy the Vendor ID from Maximizer and paste in the Vendor ID field in Formie.
8. Copy the App Key from Maximizer and paste in the App Key field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.