Maximizer + Leadinfo integration

Maximizer is the most trusted CRM system for financial professionals. Connect Leadinfo to Maximizer Cloud or Maximizer on-premise in just a few clicks!

Simplify lead management

The integration between Maximizer and Leadinfo simplifies lead management by automatically creating new companies in Maximizer.

Improve lead tracking

Thanks to the integration, you can track which pages visitors to your website have viewed and link them to existing companies in Maximizer.

Never miss out on potential customers again

With valuable Leadinfo data available in Maximizer, you can optimise your sales processes, prioritise leads and never miss out on potential customers again.

How does the Maximizer integration work?

To integrate, just head to Leadinfo and then to Settings > Integrations > click Maximizer. For more information, please read our documentation on this integration.

We help you with all your questions about this integration.

How much time does it take to set up the connection between Leadinfo and Maximizer?

You can set up the connection between Leadinfo and Maximizer in just a few minutes. Activate the connection in Leadinfo and follow the steps to activate it.

Are there any costs associated with using this integration?

Leadinfo has no additional costs associated using this integration. However, Maximizer may incur additional costs, such as purchasing a specific package or functionality. Consult the documentation for Maximizer for more information.

What can I do if I need help setting up this integration?

We recommend consulting the documentation from us or from Maximizer. If you’re still having trouble, please contact your IT department, who may be able to help you set up the integration.

If you’re still having trouble, please feel free to contact us. We’re happy to assist you and answer any questions you may have.

Can I set which data will, or will not be synchronized?

For most integrations, you can configure this yourself. Consult our documentation to see which data you can sync between Leadinfo and Maximizer.

What about GDPR if I use an integration?

Leadinfo complies with GDPR legislation. When you activate a connection, only the business information Leadinfo recognizes from your website visitors is sent, such as company name, industry, and company contact details.

In addition, you always have control: you decide which leads and data are transferred to your CRM or marketing tool and can disable connections at any time. This allows you to work securely and transparently.

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