Advanced Rules are available on the Mixmax Enterprise plan only. Check out our pricing page for more information.
With Salesforce connected, you can use Mixmax Rules to build an automation that will update the Lead or Contact when an email bounces.
Requirements:
Mixmax Salesforce Rules are only available on the Enterprise plan. Please contact our Sales team to upgrade or request a demo.
Connect directly to Salesforce from your Mixmax Account.
Have a field in Salesforce on the Contact and/or Lead record. You can then select this field for Mixmax to update with a value from a picklist (if available) or a custom text.
Creating your Rule
Next, give your rule a title.
Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.
Trigger
For the trigger, select Email.
Then, select I receive an email and click Continue.
Filter
For your filter, click Add Condition.
Next to From (email), click the drop-down to select is a bounced email notification from the menu.
Your filter should look like the image below when you're done. Click Continue after selecting your filter.
For your action, select Salesforce from the options.
In the next window, select Update the related Lead and click Continue.
Next, select the field you'd like to update, then click Add field.
Next, fill in the desired value for the field and click Activate & Close.
To update a Contact record from the same rule, click Add action, then follow the same steps as above after clicking Update the related Contact.