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Maximizer CRM

Connect Zendesk to Maximizer to track customer support interactions in your CRM.

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Support

Developer

Maximizer

About this app

Connect Zendesk Support to Maximizer CRM

For over 35 years, Maximizer has helped sales, service, and client-facing teams land, keep, and grow customers. This integration connects Zendesk Support to Maximizer CRM so support activity appears alongside the client record, giving sales, service, and advisory colleagues one shared view of the relationship — including teammates who don't have a Zendesk seat.

Key Features

  • Automated ticket logging - ticket status changes and assignee updates are written to the matched contact's Timeline in Maximizer automatically, so the customer record stays current without manual entry.

  • Ticket insights at a glance - status, priority, assignee, and a link back to the ticket are visible directly on the Timeline entry.

  • Configurable matching - admins choose how tickets are matched to Maximizer Address Book entries, by requester email, name, and/or organization.

  • Admin-managed setup - install, connect, and configure matching rules from Maximizer's App Directory; no per-user setup required.

Data Handling & Privacy

When a ticket is created or updated, this integration reads the following Zendesk ticket fields: ticket ID and URL, subject, description, status, priority, type, tags, assignee, requester name and email, organization, and timestamps. These fields are used solely to create or update a matching Timeline entry on the corresponding contact in your Maximizer CRM. Ticket comment/reply threads and attachments are never read or stored. Access to your Zendesk account is granted through Zendesk's OAuth authorization flow and can be revoked at any time by disconnecting the integration, which stops all further data transfer. Ticket data is stored only within your own Maximizer CRM database, hosted on Microsoft Azure in Canada for North American customers and in the United Kingdom for EMEA customers, and is never sold or shared with third parties. Data is encrypted in transit and at rest, our information security practices are aligned to ISO/IEC 27001, and the application undergoes penetration testing annually. Full details are available in our Privacy Policy.

Admin users can install and configure the integration through Maximizer's App Directory. For step-by-step setup instructions, see the Installation Guide.

A Maximizer subscription is required to use this integration. To learn more or start a trial, please contact Maximizer or visit the Maximizer website.

Questions? Reach our support team any time at support@maximizer.com.

App details

How to install

Prerequisites

  • A Maximizer Cloud subscription.

  • A Zendesk account.

  • Admin rights in Maximizer, needed to enable and configure the integration (setup applies to your entire organization).

Installation

  1. In Maximizer, go to the App Directory and search for Zendesk. Click the Zendesk card.

  2. On the Zendesk page, click Setup to begin connecting your Maximizer and Zendesk accounts.

  3. When prompted, sign in with your Maximizer admin credentials.

  4. Once validated, you'll be asked to connect your Zendesk account. Enter your organization's Zendesk subdomain — the part of the URL you use to access Zendesk (e.g., in https://yourcompany.zendesk.com, the subdomain is "yourcompany").

  5. Enter your Zendesk credentials to authorize the connection. Once you see the success message, you can close the installation tab.

After installation

From the Zendesk page in the App Directory, click Configuration to review and customize how tickets are matched to Address Book entries in Maximizer.

For detailed setup guidance, see the Installation Guide in the Maximizer Knowledge Base.

Need help? Contact our support team at support@maximizer.com.

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