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Update the status of a Lead in Salesforce when they're placed in a Mixmax Sequence
Update the status of a Lead in Salesforce when they're placed in a Mixmax Sequence

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 they're placed in a Mixmax Sequence.


  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.

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.

Rule title

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


For the trigger, select Sequence.

Sequence trigger app

Then, select New recipient is added, and click Continue.

Selecting Sequence action


Here, you can specify the Sequence(s) you'd want this automation to apply to.

First, click Add Condition.

Adding a condition

Next to Recipient email, click the dropdown to select Sequence is from the menu.

Adding a filter

Next, select the required Sequence from the drop-down list.

If Sequence is filter

If you wish to select multiple Sequences to filter this automation on, change the filter logic to If ANY of the following are true.

Adding filters

Then repeat the process above by clicking Add condition for each Sequence you wish to select.


For your action, select Salesforce from the options.

Selecting Salesforce as an action app

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

Updating the related Lead

Next, search and select the Status field, then click Add field.

Selecting the field to update

Next, in the drop-down list under Status, select the appropriate status to update the field to and click Activate & Close.

Updating the Status 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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