Once you have created your sequence and configured the stages and settings you want, you can start adding people to the sequence. People you add to the sequence will receive the email messages and tasks you set up in the sequence's stages. Once you add people to the sequence, you can also personalize each sequence for each recipient to boost engagement.
There are many ways to add recipients to a sequence, and this article provides a high-level overview of the options.
You can add people to a sequence from the following places:
1. Mixmax Dashboard
Using the Mixmax Dashboard, Gmail and Outlook users can add individuals or groups of people to a sequence. You can upload a CSV list of users, add individuals manually, or select users from a Salesforce Contact/Lead list.
When adding people to a sequence, you must always provide each recipient's email address. You will also be prompted to fill in the values for the variables used in the sequence. Each variable used in the sequence will appear as a removable column in the Add Recipients table.
If you intend to use variables in your sequences, personalize your sequence first with the variables you want before uploading recipients. This way, the variables will be available as columns/fields when you add recipients.
To start adding people to the sequence, click Actions > Add Recipients or the Add Recipients button, upload the recipients, and then click Activate Recipients to enroll them in the sequence.
To customize content for each recipient to optimize engagement, or to review the automated emails you will send, click Review and Personalize. For more details, check out how to personalize a sequence for any recipient.
To learn more about adding recipients, see how to add a recipient from the Dashboard.
2. Inbox
You can add a specific individual to a sequence directly from the Gmail compose window.
Currently, adding recipients from the compose window is not supported for Outlook-based users. To learn more about the Mixmax integration with Outlook, check out How to use Outlook with Mixmax.
When composing a new email, add a recipient to the To field, select a sequence from the Sequences tab in the compose window, enter the variable values (if variables are used in the sequence) for the recipient, and then click Send.
For more details, see adding recipients from Gmail.
3. Salesforce
Thanks to Mixmax integration with Salesforce, you can also add a list of people from Salesforce into a sequence.
In the Contacts or Leads tab in Salesforce, check the boxes next to the contacts/leads you want to add and click Add to Mixmax Sequence. You will be prompted to select the sequence, then redirected to the Mixmax web app to finish adding recipients. That's it!
See how to add recipients from Salesforce for more information.
4. Rules
Setting up a Mixmax rule lets you automatically add people in a sequence when a specific condition is met. For example, you can automatically add recipients to a sequence when they send you an email with specific keywords.
To learn more, see how to use Rules to enroll people into a Sequence.
5. Other apps and tools
If your prospects live in an app that doesn't connect to Mixmax directly, such as a prospecting, data enrichment, or lead-capture tool, you can still add them to a sequence. Pick the option that fits how often you add people.
CSV upload: Export the contacts from the other app as a CSV file, then upload them from the Mixmax Dashboard as described above. Best for one-off lists.
Zapier: If the app is on Zapier, create a Zap that triggers on a new record in that app and uses the Mixmax Add recipient to a sequence action. See Zapier integration.
Webhooks and Rules: If the app can send webhooks, create a Rule with Webhook as the trigger and Add recipients to a sequence as the action. Then send the app's webhook to the URL from the Rule, with an email field in each request. See Connect Zapier to send information to Mixmax using Webhooks.
Mixmax REST API: If you're building your own integration, the API can add recipients to an existing sequence. See Mixmax REST API and the Mixmax Developer Portal.
AI assistants (MCP): If your AI assistant, like Claude or ChatGPT, is connected to both Mixmax and the other app (many apps offer their own MCP connector), you can ask it to pull contacts from that app and enroll them in a sequence. First, turn on Create and edit sequences in your MCP settings. See Get started with the Mixmax MCP.
FAQ
The app I use isn't a Mixmax integration. Can I still sequence contacts from it?
Yes. Use one of the options under Other apps and tools above. Zapier and webhooks are the quickest to set up without code, and the REST API is best for a custom integration.