Salesforce integration is available on the Mixmax Growth + CRM plan and above. Tasks are available on the Enterprise plan. Check out our pricing page for more information.
With Salesforce connected to your workspace, you can sync your tasks generated from Mixmax to Salesforce. To learn more about Mixmax Tasks, please see Tasks in Mixmax.
Enabling syncing Mixmax Tasks to Salesforce
To enable syncing Mixmax Tasks to Salesforce for your team, go to the Salesforce Role settings from the Admin section and select the Role for which you wish to manage the settings.
Under Log these activities to Salesforce, check the box next to Mixmax Tasks.
Once the setting above is enabled, a task is automatically synced to Salesforce whenever a task is created from Mixmax, either from a sequence or manually from the Task Dashboard or the Gmail Sidebar. Here's what to keep in mind when a Mixmax Task is synced to Salesforce:
If the task is created from a sequence or rule, when syncing to Salesforce, it will be automatically related to the Lead or Contact record corresponding to the recipient's email address if it exists in Salesforce.
If you create the task manually, you can use the Name field to toggle between Lead and Contact to relate the task to these objects in Salesforce.
Mixmax Tasks sync between Mixmax and Salesforce bidirectionally. Once a task syncs to Salesforce, you can update the same task from Mixmax or Salesforce (such as changing the task status), and the updates will sync to both platforms. Because of this, when a task is created from Mixmax, only one instance of the task is created in Salesforce when syncing.
Due to the bidirectional sync, one instance of the task is created in Salesforce. If the task is related to a Contact, it can only be related to one other object.
By default, tasks related to a Contact are also automatically related to the Account. If you wish to relate the task to an Opportunity instead, you can use the Related to field to toggle between Account or Opportunity.
