Salesforce Integration
- DocuSign Integration
- Tasks in Mixmax
- Salesforce Real Time Sync
- Automatically Create New Leads or Contacts in Salesforce
- Syncing to Salesforce from mobile
- Connecting to a Salesforce Sandbox
- Salesforce Actions
- Setting Permissions on Shared Emails in Salesforce Sync Events
- Enable Real Time Sync on Custom Objects
- Salesforce Custom Objects
- Troubleshooting Salesforce Custom Objects
- Map synced Salesforce activities to custom Types with Process Builder
- Build a Salesforce Report to track activities completed daily by your team
- Create a Salesforce Report from synced Mixmax activities
- Recommended Salesforce Reports
- Real Time Sync Conditions (Coming Soon)