Automatically remove people from sequences when they book a meeting
On the Growth plan, you can use Mixmax Rules to build an automation that will remove someone from sequences when they book a meeting with Mixmax.
Creating your Rule
- For individuals, head over to the Rules section on your account, and click on New Rule.
- If you're an admin, and you would like to build this workflow for your entire team, head over to the Rules page in the Admin section, and click on New Rule.
Next, give your rule a title.
Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.
For the trigger, select Meeting.
Then, select Someone's meeting is confirmed and click on Continue
For your filter, click on Add Condition.
Next to "Guest (email)", click on the dropdown to select Meeting template from the menu. This will allow you to target a specific meeting link by selecting the corresponding meeting template(s).
You can add as many conditions as you'd like to set other filter criteria. Click on Continue when you're done.
For your action, select Sequences from the options.
On the next window, select Remove them from a sequence and click on Continue.
Next, select select to remove them from all sequences, or just a specific one.
Click on Activate & Close when you're done.
To update a Contact record from the sale rule, click on Add action, then follow the same steps as above after clicking on Update the related Contact.