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How to add contacts to Mixmax using a Rule with Mixmax Webhooks
How to add contacts to Mixmax using a Rule with Mixmax Webhooks
Updated over a week ago

Basic Rules are available on the Mixmax Growth plan and above. Check out our pricing page for more information.

You can automatically add contacts to Mixmax using a Mixmax Rule with Incoming Webhooks.

With a Mixmax Incoming Webhooks Rule, you can send data to Mixmax from any system that supports webhooks and trigger Mixmax actions such as: adding recipients to a sequence, adding to contacts, sending an email, creating a Task, etc. In the example below, we will use Zapier as a third-party tool to send contacts from a Google Sheet directly in Mixmax Contacts.

To learn how to set up Zapier to send webhooks data into Mixmax, please see this help article.

Set up your Mixmax Rule

  1. Go to your Mixmax Rules page and click Create a Rule.

  2. For your Rule trigger, select Webhook.

Setting up Mixmax Rule

3. On the next screen, you'll be provided with the webhook URL to input into your external webhooks tool:

Setting up Webhook trigger

4. Click Choose a filter to select your filter options for this rule (this step is optional).

5. Click + Add action, then select Contact.

Selecting an action app

6. On the next screen, select Add to a contact list, then click Continue.

Selecting contact action

7. Select your contact list, then Activate & Close your rule.

Selecting a contact list

Now every time the rule triggers, Mixmax will use the email address in the webhook's payload data to create a corresponding contact added to the specified contact list. To ensure that select data from the webhook's payload is added as contact fields on the contact record, you will need to use the transform option to wrap that data in a meta property.

Using transforms to add data as contact fields

When using a Rule to add contacts to Mixmax, only the email address is added as a field on the contact record. Below, we'll explore a way to include other fields from the webhook data using transforms.

Here's an example of a webhook payload containing data you may wish to add as contact fields:

Payload sample

Using the payload above, we can set up transforms to wrap all the data in a property called "meta" - except the "email" property.

Caution: It is crucial to have the "email" property as a standalone property for the rule trigger to be successful.

Inside the rule trigger, click Set a transform:

Setting a transform

Next, set a transform for each of the contact fields you wish to add using the following format:

meta.Name of Field = original_name

Here's what your transforms should look like:

Setting up Webhook trigger

Here's what your new payload data should look like after your transforms are set up correctly:

New payload data

Here's what the contact record in Mixmax will look like once added:

New contact record

This data can now be used as variables for this contact record in Sequences, Templates, or when composing a new message in Gmail.

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