With Salesforce connected, you can use Mixmax Rules to build an automation that will update the Lead or Contact when they're placed in a Mixmax Sequence.
Connect directly to Salesforce from your Mixmax Account.
Creating your Rule
For individuals, head over to the Rules section on your account and click New Rule.
If you're an admin and 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.
Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.
For the trigger, select Sequence.
Then, select New recipient is added, and click Continue.
Here, you can specify the Sequence(s) you'd want this automation to apply to.
First, click Add Condition.
Next to Recipient email, click the dropdown to select Sequence is from the menu.
Next, select the required Sequence from the drop-down list.
If you wish to select multiple Sequences to filter this automation on, change the filter logic to If ANY of the following are true.
Then repeat the process above by clicking Add condition for each Sequence you wish to select.
For your action, select Salesforce from the options.
On the next window, select Update the related Lead and click Continue.
Next, search and select the Status field, then click Add field.
Next, in the drop-down list under Status, select the appropriate status to update the field to 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.