Mixmax can automatically create new Leads or Contacts directly from a Sequence. When enabled, once a recipient is added to a Sequence, they will also be added to Salesforce if the Lead or Contact doesn't already exist.
Users must be on a Mixmax Growth or Enterprise subscription.
Users must be connected to Salesforce. If a user is not connected to Salesforce, Mixmax cannot successfully create Leads or Contacts from a Sequence.
Name details and all required information for a Lead or Contact to be created must be included in the Sequence. To create a Lead or Contact from a Sequence, the Lead or Contact Name details and all the required fields in Salesforce must be added to the Sequence as variables. The variable names must match the Salesforce field labels.
How to enable creating Leads/Contacts from Sequences
To enable creating Leads/Contacts, you would first need to create a sequence, enable the feature in Settings, and then add your Salesforce required fields as columns/variables in the Add recipients table.
1. Create your Sequence
Go to the Sequences Dashboard and click +New Sequence.
Give your Sequence a Title, select a folder, and click Create. Add stages to your Sequence, then go to the Settings tab. For more details, see how to create a sequence.
2. Enable the feature in Settings
On the Sequence Settings page, click on CRMs, then under Salesforce, check the box next to Add new records for emails that don't exist, and select Contact OR Lead.
Click Publish Changes once you're done setting up your Sequence.
3. Add Recipients
Once the Sequence is created, click Add Recipients.
On the Add Recipients screen, click the + sign to add your variable columns for each required field in Salesforce.
Once you add your recipients and variables, click Review & Personalize, then Confirm & Activate.