Salesforce integration is available on all Mixmax plans, except the free plan. Check our pricing page for more details.
Mixmax allows you to add people to Mixmax sequences directly from Salesforce! You can do it from any Salesforce application where the Contacts or Leads tabs are available.
Connect to Salesforce in the Integrations section of Mixmax Settings to add recipients to sequences directly from Salesforce.
Adding multiple recipients
To add multiple recipients to a Mixmax sequence, click the Add to Mixmax Sequence button in the Contacts or Leads tab. You can filter the list using different list views, or simply check the boxes next to specific individuals to add only some users from the selected tab.
Next, select the specific sequence you wish to add recipients to.
You'll be prompted to select the Salesforce fields you want to import as variables for personalizing sequence stages. Check/uncheck the boxes as you need.
The Email field is always required. If the sequence already contains some variables, you will also see the corresponding fields pre-checked and greyed out.
Adding CC and BCC recipients: To CC or BCC other people on each recipient's sequence emails, select the Salesforce field that holds their email addresses in this step. Match it to CC or BCC in the Add Recipients window. See how to match Salesforce fields with Sequence variables and how to add unique CC/BCC for recipients in Sequences.
A new tab will open, and you will be redirected to the Add Recipients modal window in the Mixmax web application dashboard. See how to add recipients in the web app for more details.
To start sending sequence stages to added recipients, click Activate Recipients in the bottom right corner of the modal window.
You can also personalize sequence stages for each recipient or for all added recipients at once.
You can personalize only the automated email stages of your sequence. You can't personalize Task stages this way. For more details, see how to personalize sequences.
To review and personalize automated emails for recipients before activating them in the sequence, click Review & Personalize in the bottom right corner of the modal window.
In the Review & Personalize window, select All recipients to personalize stages for all added users, or click an individual email in the left column to personalize stages for the selected recipient only.
That's it! Click Confirm and Activate to send the recipients the first stage of your sequence.
Adding an individual recipient
In some of the Salesforce apps, like Marketing, you can also add a single recipient to a Mixmax sequence from the individual Contact or Lead page.
To do this, from the Contacts or Leads tab, click the contact or lead you want to add as a recipient, then click the Add to Mixmax Sequence button in the top-right corner of the page.
Next, select the sequence you want to add the recipient to, then follow the same steps above to add multiple recipients.