Authentication
OAuth 2.0
Sf
Salesforce Soon
Two-way sync of leads, accounts and opportunities.
CRM & email Popular
Setup
Setup takes a few minutes. Each step unlocks new capabilities: the integration gets more powerful as you go.
1
Authorize access Upcoming
Connect your Salesforce account via OAuth 2.0. getMax receives a secure, revocable token: no password is stored.
2
Select accounts Upcoming
Choose the accounts, properties or spaces your agents can manage.
3
Map the data Upcoming
getMax aligns your fields and categories with its model. The default mapping fits most cases, adjustable at any time.
4
Activate the agents Upcoming
The features below go live. Your agents start working in Salesforce immediately.
Requested access
getMax only requests the permissions the agents need to work. Every access is revocable at any time.
Read & write contacts
Create and enrich contacts and companies from inbound leads.
Manage deals & pipeline
Move opportunities forward and trigger follow-ups.
Read & send emails
Personalized sequences with open and reply tracking.
Read activities
Interaction history to score and prioritize leads.
Synced data
What flows between Salesforce and getMax, in which direction and how often.
Contacts & companies
Two-way Records synced and deduplicated both ways.
Sync : Real time
Deals & pipeline
Two-way Stages, amounts and probabilities kept up to date automatically.
Sync : Real time
Emails & sequences
Export Campaigns and follow-ups sent and tracked.
Sync : Real time
Scoring & activities
Import Engagement fed back to prioritize hot leads.
Sync : Hourly
Enabled features
Once connected, here is what this integration lets your agents do automatically.
Lead qualification
Lisa enriches, scores and routes every lead to the right sequence.
Powered by L Lisa
Automatic follow-ups
Email sequences triggered at the right time based on behavior.
Powered by L Lisa
Workflows
Jade syncs the CRM with the rest of your stack in real time.
Powered by J Jade
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