Salesforce integration is available on the Mixmax Growth + CRM plan and above. Check out our pricing page for more information.
When syncing email activities to Salesforce, Mixmax syncs the activities as Salesforce Tasks and uses the following standards when assigning the activity Type:
Sent, Received, and Replied activities are assigned the Type of Email
Tracking activities, such as Opened, Clicked, and Downloaded, are assigned the Type #N/A
Using Salesforce Process Builder, you can set up automation to map the Type field to a different value available from a picklist. You may have custom values added to the picklist for the Type field that you wish to assign to each type of activity synced from Mixmax. This is especially beneficial when building reports based on the type of activity synced from Mixmax.
In the example below, we've added the custom values below to the picklist for the activity Type field:
Sent Email - for new emails sent
Sent Reply - for reply messages sent by the user
Received Email - for new messages received from the recipient
Received Reply - for reply messages received from the recipient
Opened - for open tracking on a sent email
Clicked - for click tracking on a sent email
Downloaded - for download tracking on a sent email
As an administrator, you can edit and add custom values to the Task Type picklist in Salesforce Lightning by going to:
Setup > Object Manager > Task > Fields & Relationships > Type - then click New next to Task Type Picklist Values.
Once you have your custom values added to the Type picklist, you can start building your automation to map the synced activities to the appropriate Type.
First, go to Setup and search for "Process Builder."
2. In the Process Builder menu, click New to create your automation.
3. Next, give your automation process a name and description. Then, select A record changes for your process trigger.
4. In the next window, we'll click + Add Object, then select Task from the drop-down menu while leaving only when a record is created selected, and click Save.
5. Next, in this example, we'll add our first criteria to update the activity type for synced opened activities to Opened.
As displayed in the image above, we set our conditions as follows:
Field = Subject
Operator = Starts with
Type = String
- Value = Opened: <----------- This is what Mixmax appends to the activity subject line for opened tracking. Check out this article to find out what the subject line looks like for other types of activities synced to Salesforce.
6. Next, click + Add action to add an immediate action. Then:
Select Update Records as the Action Type.
Give your action a name.
Under Record Type, choose the option for Select the Task record that started your process.
Under Criteria for Updating Records, select No criteria - just update the records!
As displayed above, here's how we set the new field values for the updated activity:
Field = Type
Type = Picklist
Value = Opened <-------------- This is the new custom value we created to use as Type for synced Opened activities.
Once this is saved, any opened activity synced from Mixmax will have the Type field automatically mapped to the new custom Type value: Opened.
In that same automation process, click + Add Criteria, then follow the same instructions as above for each of the other activity types you wish to map to a specific custom Type. Follow this article to find out the specific format Mixmax uses in the subject line of each type of activity synced to Salesforce.
Here's what a synced opened activity looks like before and after the automation process was created:
BEFORE - opened activity is synced with the Type set to #N/A
AFTER - opened activity is synced with the Type set to Opened as specified in the automation process
