Salesforce integration is available on the Mixmax Growth + CRM plan and above. Visit our pricing page for more details.
Mixmax users with Salesforce connected can see a sidebar in Gmail that shows information about each contact, lead, opportunity, and account whenever they hover over an email address. Thanks to our bidirectional sync, any changes you make in the Sidebar show up in Salesforce and vice versa.
To navigate to the Salesforce tab, first, expand the Sidebar by clicking the Mixmax icon in your Gmail sidebar on the right.
The Salesforce tab is in the People section of the Mixmax Sidebar. You can click the People tab to open it or simply hover over any email address in an open email when the Sidebar is expanded and then click the Salesforce tab.
Setting default fields for your Salesforce sidebar
You can specify which fields appear in your Sidebar: go to your CRMs & Live Feed page in your Settings. All the fields present will be displayed in the Sidebar. If you want to add an additional field, select 'Show another field.'
When adding a new field, click the Get latest fields button under Salesforce Field Settings before you start creating new fields in Mixmax.
If you do not see the option to edit the Salesforce fields in the CRM & Live Feed Settings, it is likely your Workspace Admin is managing them with a Role.
Setting default fields for a Role
If you're a Mixmax Workspace admin, you can control the default fields that are seen by the various roles in your Workspace.
To adjust the visible fields for each role, navigate to the 'Admin center' and select Roles. Choose the specific Role you want to configure and click on the Salesforce tab. Ensure that the 'Apply the settings below to all members with this role' option is enabled.
Here, you can select which fields are visible in the Salesforce sidebar for each role.
Fields will only appear on the Sidebar if they have a value. If a specific record in Salesforce does not contain a value for a selected field, that field will not be displayed on the Sidebar in Gmail, even if you have added it to the 'Visible fields' in the 'Salesforce Field Settings.'