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Update the Salesforce Lead or Contact when an email bounces
Update the Salesforce Lead or Contact when an email bounces

This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Sales teams.

Updated over a week ago

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.


  1. Mixmax Salesforce Rules are only available on the Enterprise plan. Please contact our Sales team to upgrade or request a demo.

  2. Connect directly to Salesforce from your Mixmax Account.

  3. 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

  • For individuals, head over to the Rules section on your account and click New Rule.

  • If you're an admin and you would like to build this workflow for your entire team, head over to the Rules page in the Admin section and click New Rule.

Next, give your rule a title.

Rule title

Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.


For the trigger, select Email.

Email trigger app

Then, select I receive an email and click Continue.

I receive an email trigger


For your filter, click Add Condition.

Adding a condition

Next to From (email), click the drop-down to select is a bounced email notification from the menu.

Setting conditions

Your filter should look like the image below when you're done. Click Continue after selecting your filter.

Bounced email notification

For your action, select Salesforce from the options.

Selecting Salesforce as an action app

In the next window, select Update the related Lead and click Continue.

Salesforce action

Next, select the field you'd like to update, then click Add field.

Selecting Salesforce field

Next, fill in the desired value for the field and click Activate & Close.

Updating Salesforce field

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.

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