Salesforce integration is available on all Mixmax plans except the Free plan. Please check our pricing page for more information.
Connecting to Salesforce
You can connect Mixmax directly to Salesforce using the Salesforce API.
To connect to the Salesforce API, your Salesforce Edition must include API access. Check the list of Salesforce editions that enable API access by default. If you have Salesforce Enterprise, you're set. If you have Salesforce Professional, you'll need API access as an add-on. The Force.com accounts do not include the necessary API permissions.
Mixmax does not require custom objects or custom fields to connect to Salesforce.
To connect your personal Mixmax account to Salesforce, navigate to your personal Integrations settings.
Find the Salesforce integration option and click Connect to Salesforce. You'll be prompted to log in to Salesforce.
Non-admin users can't connect to Salesforce until their Workspace Admin connects a Sync User.
Once a Sync User is set up, non-admin users will see the Connect to Salesforce button available.
Required Permissions
To avoid any issues with activities syncing to Salesforce, your Salesforce user should have the following permissions enabled:
API access
CRUD (Create, Read, Update, and Delete) operations for the Salesforce objects and fields you expect to use within the Mixmax<>Salesforce integration (e.g., Contacts/Leads, Accounts, Opportunities, Tasks, Events, and Campaigns + Campaign Members, as well as any other custom object or field if you need/use them).
Access to the Mixmax connected app, if your Salesforce org only lets admin-approved users use it. Your Salesforce admin grants this by approving the app for your profile or permission set.
If these permissions are not enabled, the integration with Salesforce will fail, and you will see an error notice. Your Salesforce admin can grant these permissions in Salesforce Profiles or Permission Sets under Setup > Users.
If you're connected but haven't been approved for the Mixmax connected app, your Integrations page shows a Salesforce isn't syncing warning. To learn what to do, see You're connected, but Salesforce isn't syncing.
Syncing Activity to Salesforce
If your workspace admin has configured your Mixmax Role settings for Salesforce, you will see your messages, calendar events, and analytics for the associated contact, lead, or opportunity within Salesforce.
Learn more about how Mixmax syncs activity to Salesforce.
Syncing to Salesforce from mobile
With Mixmax's Salesforce integration, you can make sure even non-Mixmax emails, like those sent from your mobile device, are logged to Salesforce.
Head over to your CRM & Live Feed settings to set this up. Under the "When logging to Salesforce, record these activities" category, check the box next to Sync all messages to Salesforce whether or not I send them with Mixmax.
Now, when you send emails to Salesforce contacts from your mobile phone or tablet, the activity will be logged to Salesforce.
How to view your personal Salesforce Activity Logs
You can access your Task and Event activity synced from Mixmax to Salesforce in your personal settings CRM and Team Live Feed tab.
In your Activity Log, you can view the following details from the past 15 days:
Status: Not Synced, Synced, or Errors
Time: When Mixmax created a Task/Event to sync to Salesforce.
Activity: Sent, Opened, Replied, Clicked, Downloaded, Received, Meeting Confirmed
Type: Task or Event
Search for activity related to a specific recipient
You can click into each activity row to view additional details, such as the message received from Salesforce, the full JSON payload, and more. With this visibility, you can better help debug any issues that may arise with activity syncing.
Disconnecting from Salesforce
If you need to disconnect your Mixmax account from the Salesforce API, here's how:
Go to the Integrations page in your Settings. Click Disconnect Salesforce:
2. Open Salesforce in your browser and log out.
Salesforce prohibits sharing user licenses. You should not connect more than 1 Mixmax user to 1 Salesforce account. Connecting multiple Mixmax users to the same Salesforce account violates Salesforce guidelines and will cause data syncing issues.