Mixmax Calling

Mixmax Calling lets you generate phone numbers and call your prospects, customers, candidates, and contacts directly from the browser. All call logs and durations sync directly to Salesforce.

From the Calling Settings dashboard, select the country you would like to generate a phone number for:

Enter the area code you want to use to generate a phone number, then click Get Phone Number.

You can also specify your incoming call forwarding number on this page. If you call someone via Mixmax and they call you back, the call will be routed to that number. Avoid using your Mixmax Dialer number as the incoming call forwarding number. Instead, configure a reliable external number, such as your personal or office phone, as the destination for incoming calls.

To comply with local regulations, Mixmax requires additional information from you or your business to generate international phone numbers. Please contact our support team with the required documentation to purchase new international numbers.

View the complete list of supported countries and documentation requirements.

Once Twilio approves the required documents, the requested country will appear in the list of available countries.

For example, if a workspace has submitted documents for the UK and they have been approved, they will see "UK" within the country drop-down in addition to US and CA.
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To assign UK numbers, go to My settings > Dialer in the Mixmax app, select UK in the Country field, browse available numbers, and click Get phone number to claim one, just like the steps above for the US and Canada. These steps apply to other regions, based on availability.

Phone numbers available to you will appear in the Select Phone Number drop-down:

After selecting a phone number, click Get Phone Number next to it to apply it to your account.

You can also set your incoming call forwarding number on this page. If you call someone via Mixmax and they call you back, the call will be routed to that number. For international numbers, include the country code preceded by a plus sign (+). Do not use your Mixmax Dialer number as the incoming call forwarding number. Instead, configure a reliable external number, such as your personal or office phone, as the destination for forwarded calls.

With Local Presence, you can call prospects from a number with the same area code as them.

Before using Local Presence, please ensure you have a personal number set up as described above.

When Local Presence is enabled for a Workspace, you can place a call from either your phone number or a Local number.

To use Local Presence, open up the Call task you are working on, and in the From section, select the Local Number option.

Calls to the prospect will come from a number with the same area code.

Once you click Call, Mixmax will purchase a new number or use a number available in your workspace to best match the recipient's area code.

If a phone number with a specific area code is unavailable, we will default to the personal number configured in your personal Calling settings.

Phone numbers purchased for the Local Presence that are actively used within your workspace will be available to all users and are not associated with one specific user.

When forwarding incoming calls from a local number, Mixmax will automatically identify the most recent Mixmax user who called that contact using the given local number. The call will be forwarded to the incoming call forwarding number configured for the expected Mixmax user.

You can place a call from the Mixmax Sidebar in Gmail. If you're looking at a contact in the Sidebar whose phone number is in your CRM, click the Call icon.

You can still place a call if you're not viewing a specific contact in the Sidebar. Hover over the plus sign in the top right corner, then choose Phone call from the menu:

A call window will open. In the To field, enter the name of a Salesforce lead or contact—if their phone number is in Salesforce, it will automatically populate with the number. Alternatively, you can type or paste a phone number into the To field. Fill out the fields and add call notes, which will sync to Salesforce after you end the call. After you hang up, you can keep editing the form.

If you call from your desk or cell phone or someone calls you, you can still log the call to Salesforce. Click Log call from the menu, and then fill out the information to log it in Salesforce:

With the Mixmax Chrome extension installed, any phone number link on any website you visit becomes a number you can call using Mixmax. Just click a phone number link like (844) 387-6962, and a calling window will open, ready for you to place the call.

When you place a call via Mixmax, you fill out a form that can sync to Salesforce. The form can include fields such as call disposition and notes. Specify which fields appear on your CRM Settings page.

To see your calling charges based on the number of minutes and phone numbers you've used during the current billing period, go to your Calling Settings page. Mixmax administrators can see a summary of all calling charges for their organization in the Billing section of their Admin Settings page.

Click here to learn more about pricing.

The Calls report type, available in the Report Builder, displays a list of all calls made by the members of your workspace, including the manually logged ones.

You can view detailed call information in this report, including the following: