Add a contact to Salesforce

You can see the Salesforce Sidebar if you're on the  Growth or Enterprise plan. Click the small Mixmax logo in the top right corner to expand the sidebar: 

If you're viewing an email from a person for whom you have a record in Salesforce, you can see and edit their record in the sidebar. If there is no record associated with that email address, you can create a record:

Simply click on Create Contact or Create Lead to add the contact into Salesforce. Check out this video for more detailed instructions:

Mixmax can also automatically create a new Salesforce Lead or Contact if you email recipients that do not have an associated Salesforce record. Details on how to set this up can be found here: Automatically Create New Leads or Contacts in Salesforce

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