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Enabling Salesforce to use the Mixmax app
Enabling Salesforce to use the Mixmax app

This article will teach you how to enable the Mixmax app within Salesforce to avoid data syncing issues.

Updated over a week ago

Salesforce integration is available on the Mixmax Growth + CRM plan and above. Check out our pricing page for more information.

If your Salesforce plan includes API access, you're under your API usage limit, you have connected to Salesforce, and you are still having trouble syncing data with Salesforce, you may need to enable the Mixmax app within Salesforce. Depending on your permissions within Salesforce, you may not be able to do this yourself, and you may need to ask your Salesforce admin. It may help to share this article with them.

Salesforce Lightning and Classic

On the Setup page, in the left panel, click Apps > Connected Apps >Connected Apps OAuth Usage. Look for Mixmax in the list, and then click Install. Learn more in this Salesforce support article: Manage the once unmanageable OAuth-connected Apps.

Salesforce Lightning

Salesforce Lightning

Salesforce Classic

Salesforce Classic

Next, click the Install button in the window that comes up.

Installing an app

After that, you're all set! Salesforce is now connected to your Mixmax account. If you'd like to set up which events sync with Salesforce, you can adjust your settings on the CRM and Group Live Feed area of your Mixmax dashboard or check out our help center article.

Connected app details

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