Salesforce integration is available on the Mixmax Growth + CRM plan and above. Check out our pricing page for more information.
If your Salesforce plan includes API access, you're under your API usage limit, you have connected to Salesforce, and you are still having trouble syncing data with Salesforce, you may need to enable the Mixmax app within Salesforce.
Depending on your permissions within Salesforce, you may not be able to do this yourself, and you may need to ask your Salesforce admin. It may help to share this article with them.
Salesforce Lightning and Classic
In Salesforce Setup, go to Apps → Connected Apps → Connected Apps OAuth Usage in the left sidebar.
Locate Mixmax in the list of connected apps, and then click Install. (For full details see the Salesforce support article on managing OAuth-connected apps.)
If you’re using Lightning, follow the Lightning-UI prompts; if Classic, follow the Classic-UI prompts.
When the install pop-up appears, click the Install button.
Once installation completes, Salesforce is now connected to your Mixmax account.
If you’d like to customize which events are synced between Mixmax and Salesforce, go to the CRM & Group Live Feed section of your Mixmax dashboard (or consult the relevant help-article).
Salesforce Lightning Install Prompt
Salesforce Classic Install Prompt
Once you’ve completed these steps, the Mixmax app will be fully enabled in Salesforce!
