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Salesforce 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
  • Enable Salesforce Real-time Sync
  • Salesforce Activity Log
  • Salesforce Custom Objects in Mixmax Rules
  • Update the Salesforce Lead or Contact when an email bounces
  • Update Salesforce's Email Opt-Out status when someone unsubscribes from your Mixmax Sequence
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