Getting Started with Salesforce
Set up and manage your Salesforce integration.
- Salesforce Implementation Guide - All in one PDF
- Non-Admin: Connect your Mixmax account to Salesforce
- Videos about the Salesforce Integration
- Troubleshoot your Salesforce connection
- Syncing to Salesforce
- Tips for Salesforce Syncing Settings
- Does my Salesforce plan include API access?
- Enable Salesforce to use the Mixmax app
- How to add a Salesforce task to a sequence
- Add a contact to Salesforce
- Salesforce Actions
- Automatically Create New Leads or Contacts in Salesforce
- Set default fields for your Salesforce sidebar
- Configure your Salesforce settings
- Designate your Workspace Salesforce Sync User
- Salesforce Real Time Sync
- Syncing to Salesforce from mobile
- Create Salesforce Leads or Contacts from Sequences
- Which Salesforce sync option should I use?
- Disconnect from Salesforce