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Integrations

Maximus reads your whole stack.

Maximus is an agentic customer success platform that connects to the tools a revenue team already runs. HubSpot and Salesforce sync two ways; every other system is read-only by default, with write scopes opted in per action. There is no migration and no rip-and-replace.

Two-way sync with your CRM. Read access to everything else. No rip-and-replace.

Category

CRM

  • CRM

    HubSpot

    Two-way sync. Reads and writes deals, lifecycle stage, owner and close date, so campaign and CS context land on one account timeline.

  • CRM

    Salesforce

    Two-way sync. Reads and writes opportunities, stage and owner, so forecast and customer success stop disagreeing about the same account.

Category

Support

  • Support

    Zendesk

    Read access. Reads tickets, first-response and resolution times, and ticket sentiment to surface churn risk before the renewal window.

  • Support

    Intercom

    Read access. Reads conversations, resolution status and sentiment from in-product and support threads.

  • Support

    Freshdesk

    Read access. Reads tickets, priority and aging to add support load to the account's health picture.

Category

Delivery

  • Delivery

    Jira

    Read access, plus a write scope opted in per action. Reads slipped epics, blocked issues and aging bugs for delivery-risk detection, and opens the follow-up ticket an agent drafts under that scope.

  • Delivery

    Linear

    Read access. Reads project and issue status, blockers and cycle progress as the delivery signal for accounts tracked in Linear.

Category

Communication

  • Communication

    Slack

    Read access, plus a write scope opted in per action. Reads escalations and shared-channel sentiment, and posts alerts, approvals and account briefs where the team already works.

  • Communication

    Microsoft Teams

    Read access, plus a write scope opted in per action. Reads channel escalations and replies, and delivers agent briefs and approvals into Teams under that scope.

Category

Data

  • Data

    Gong

    Read access. Reads call and conversation signals to add what was actually said to the account's risk picture.

  • Data

    Snowflake

    Read access. Reads product-usage and revenue tables from your warehouse so health scoring runs on real usage, not last quarter's CRM fields.

  • Data

    BigQuery

    Read access. Reads the account model and usage rows you expose in BigQuery, so adoption is checked against the definition your own team reports.

  • Data

    Segment

    Read access. Reads product-usage events via warehouse or Segment ingestion, so adoption is measured from behaviour.

Other systems

Four more systems Maximus reads

Stripe, ServiceNow, Zoom and Notion connect the same way as the rest: read-only by default, with write scopes opted in per action. The exact read scope for each is confirmed with your administrator during setup.

  • Other systems

    Stripe

    Read scope confirmed during setup. Billing and payment context for the account.

  • Other systems

    ServiceNow

    Read scope confirmed during setup. Service-management context for the account.

  • Other systems

    Zoom

    Read scope confirmed during setup. Meeting context for the account.

  • Other systems

    Notion

    Read scope confirmed during setup. Workspace-document context for the account.

Permissions

What Maximus is allowed to do

Access mode per integration family. Read-only by default; write scopes are opted in per action.
Integration familyAccess mode
CRM (HubSpot, Salesforce)Two-way sync. Write scopes opted in per action.
Delivery, CommunicationRead access. A write scope, opted in per action, covers the agent’s own follow-up ticket and its channel posts.
Support, DataRead access.
Every other systemRead-only by default. Write scopes opted in per action.

No migration is required. A connection is read-only until a write scope is granted for a specific action, and every agent action is written to an audit trail.

See what the whole stack costs

Every integration is included on every plan. No implementation fee, no platform fee.

Read-only by default. No migration required.