Salesforce integration is available on all paid plans. 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 in Salesforce, you may not be able to do this yourself and 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 & Live Feed section in the Settings of your Mixmax dashboard or to the CRM integrations section if an admin manages it.
Salesforce Lightning Install Prompt
Salesforce Classic Install Prompt
Once you've completed these steps, the Mixmax app will be fully enabled in Salesforce!
FAQ
How is OAuth handled?
Mixmax uses OAuth to securely authenticate with Salesforce without storing user credentials. Access is granted via time-limited access tokens that Salesforce issues after explicit authorization, and tokens are scoped to the permissions granted to the user.
If a user's Salesforce account is deactivated, Mixmax can no longer sync that user's activity to Salesforce.
If your workspace's Sync User is deactivated or disconnected, Mixmax stops receiving updates from Salesforce, so the Sidebar, Salesforce variables, and other features that rely on up-to-date Salesforce data might not work as expected. Each user can still log activity to Salesforce records that Mixmax already knows about through their own connection, but activity for records created in Salesforce after that point won't log until the Sync User is reconnected. That's why we recommend a dedicated integration user as your Sync User and keeping it active. See Who should be the Sync User?