Salesforce integration is available on the Mixmax Growth + CRM plan and above. Check out our pricing page for more information.
Connecting Mixmax to Salesforce can be done via your Integrations dashboard page. Click on the connect button and authenticate to Salesforce, and you're ready to go! If you'd like to connect to a Sandbox for testing prior, please see more details below.
Which User to Connect?
Before connecting a user, it is important to understand which of the below use cases apply to your organization.
A) Your organization has no previous active sync between Mixmax and your production Salesforce instance.
B) Your organization has a current active sync between Mixmax and your production Salesforce instance (requires special care).
For (A)
In this case, you are likely connecting to the Salesforce sandbox to test the integration prior to deploying the integration to a larger user base. With no current sync active, you are free to connect any individual user(s) to the Sandbox for testing.
For (B)
In this case, you are likely connecting a single user to the Salesforce sandbox to test while the rest of your company has an active Mixmax/Salesforce sync with your production Salesforce instance. Please follow the below steps to ensure that only the single applicable user's sync transfers to the Sandbox instance, and your other active users remain synced between Mixmax and your production instance of Salesforce.
Ensure the test user is not your current Salesforce Sync User. To do so, have your current Mixmax organizational administrator go to the Integrations settings within their Account and Billing section. You will then see who your organization's current Salesforce Sync User is here:
2. Once it is confirmed that the user connecting to the Sandbox is not your active Salesforce Sync user, connect them via the steps below.
Connecting to a Sandbox
To connect to a Salesforce Sandbox, first make sure that you're disconnected and click the toggle to enable the Sandbox connection.
Once the Sandbox toggle shows Yes, click the Connect button and authenticate to your Salesforce Sandbox, and you're good to go! In the case of multiple Sandbox accounts, the username with which you are logged into Mixmax will connect to whichever Salesforce Sandbox with which it is associated.
Now that you are connected
Mixmax will now sync all actions to your Salesforce Sandbox just as it would to your production instance. Please read our documentation on the types of sync that can be set up and how they function now that you are connected:
Using Salesforce Real-Time Sync (ideal if you are making large amounts of API calls)
Based on which events you select to sync to Salesforce in your CRM & Group Live Feed settings, you will see the following behavior in your newly connected Salesforce Sandbox for users who have the sync enabled.
For messages sent individually:
New messages are marked as "Sent (New): {subject line}"
Opens are marked as "Opened: {subject line}"
Clicks are marked as "Clicked: {subject line}"
Downloads are marked as "Downloaded: {subject line}"
Replies from recipients are marked as "Replied: {subject line}"
Replies you send to a chain are marked as "Sent (Reply): {subject line}"
Meeting confirmations are marked as "Meeting Confirmed: {Meeting title}"
For messages sent as part of a Sequence:
New messages are marked as "Sent [Sequence name (# stage)]: {subject line}"
Opens are marked as "Opened [Sequence name (# stage)]: {subject line}"
Clicks are marked as "Clicked [Sequence name (# stage)]: {subject line}"
Downloads are marked as "Downloaded [Sequence name (# stage)]: {subject line}"
Replies from recipients are marked as "Replied [Sequence name (# stage)]: {subject line}"
Replies you send to a chain are marked as "Reply [Sequence name (# stage)]: {subject line}"
Meeting confirmations are marked as "Meeting Confirmed: {subject line}"
Connecting to your live Salesforce when done testing
When done testing, you'll need to disconnect from the Sandbox by returning to the integrations page and clicking the disconnect button for the Salesforce integration. Once you're disconnected, you'll want to toggle off the Sandbox setting and then click Connect again to connect to your real Salesforce deployment. After a successful connection, you're off to the races!