Salesforce integration is available on the Mixmax Growth + CRM plan and above. Tasks are available on the Enterprise plan. Visit our pricing page for more details.
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 Roles page in the 'Admin center,' select the Role you want to manage, and then click the Salesforce tab.
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 is synced to Salesforce, you can update it from either Mixmax or Salesforce (such as changing the task status), and the updates will be synced to both platforms. As a result, when a task is created from Mixmax, only one instance of the task is created in Salesforce during the sync process.
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 associated with 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.
