The meaningful updates helping you source better leads.
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Max now brings your ICP into the conversation instead of leaving it buried in settings. See exactly who Max is targeting, spot open-ended criteria such as “Any industry” or “Any size,” and refine the profile before it shapes another batch of leads.
Engagement-sourced leads now say exactly what Max detected, then show the delivered post text separately under “From the post.” Distinguish a competitor connection from a job change, understand whose post triggered an alert, and inspect the source excerpt before deciding how to reach out.
Auto-accept moves every new lead Max sources straight into Accepted as soon as its details are complete, so trusted ICPs no longer create a repetitive review queue. Turn it on per business from Leads; your existing backlog stays untouched, and Max confirms first when connected integrations will send accepted leads onward automatically.
Lead CSV exports now download automatically as soon as they are ready and remain recoverable from a new Exports page. Keep working while Max builds the file, retry a failed export, or reopen any recent download for 72 hours, even if the original tab was closed or the email never arrived.
Choose a GetSales.io automation or list once, then let Max deliver every newly accepted lead there automatically. Max now shows only the lists compatible with each automation, lets you create a GetSales.io list without leaving Max, and applies the same destination to individual and bulk acceptance.
Choose where accepted leads should go.
Max now gives agencies one place to add and switch between client accounts, keep each client’s leads, signals, ICP, and subscription separate, invite clients or teammates with access to the right businesses, and manage billing per account.
HubSpot turns your CRM into a feedback loop for Max. Flag leads already in your CRM before you accept them, compare your ICP with the customers you actually win, and see which signals produce closed-won deals. Use those insights to focus sourcing on the profiles and signals with the strongest track record.
Go back to refine your targeting during setup without losing what you changed. Max now restores the business and ICP details you already saved, then saves any later edits before you continue to signals or checkout.
These are your saved criteria. Adjust anything here and it’s saved when you continue.
New leads sent from Max now arrive in Overloop with a linked Organization, the company details Max knows, and the prospect’s profile picture. Separate mapping sections let you control Prospect and Organization fields independently. Existing mappings stay intact, while sensible defaults apply automatically to every integration.
Map Max fields to standard or custom prospect fields in Overloop, including ICP name and fit score. Overloop workflow conditions can then use those values to route leads sent from Max, so leads from ICP A enter campaign A and leads from ICP B enter campaign B.
When you reject a lead, you can now choose the reason. Max uses that feedback to improve future sourcing, so the next leads it finds match your ICP more closely.
✦Max will use this feedback to improve future sourcing.
You can now create a separate Ideal Customer Profile for each segment, geography, or offer. Max qualifies every lead against the right ICP, so you can run several go-to-market motions without mixing their targeting.
Routine results now include the signal and source behind each recommendation. You can check the evidence before adding a lead to a campaign.
Turn routine results into a campaign inside Max, then send it to Overloop while the signal and targeting context are still attached.
Tell Max which market you target. It suggests the signals most likely to surface relevant leads and explains why each one matters.
Product updates
One concise note, only when there’s something worth your attention.
