Salesforce Actions

Easily follow up on your contacts in Salesforce with Mixmax by using the following three actions:

  • Email: Clicking on the envelope icon will bring up the Mixmax compose window so you can email with Mixmax without leaving Salesforce.

  • Call: Make phone calls from your browser with Mixmax Dialer by clicking on the phone icon. Notes and calls will be logged on the contact's record in Salesforce. Mixmax Dialer is available on Growth and Enterprise plans.
  • Add to sequence: Add a contact to a sequence by clicking on the rocket icon. You can also add multiple contacts to a sequence by checking off the box next to their names, and then click on "Add to Mixmax Sequence" button at the top

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