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Rules use cases overview (with examples!)
Rules use cases overview (with examples!)

Here are some rule automation examples you can set up to save your team time and scale faster.

Updated over a week ago

Basic Rules are available on the Mixmax Growth plan and above. Advanced Rules are available on the Enterprise plan only. Check out our pricing page for more information.

In this article, you will find real-life Rules automation use cases with linked examples. We'll highlight Mixmax Rules that can help your Sales and Customer Success teams with mundane everyday tasks by automating away busy work.

Mixmax Rules for Sales

A Sales Development Representative can spend over 60% of their time on non-selling activities. Imagine how much more effective your team could be if you automate repetitive administrative tasks. Here's how you can with Mixmax.

Our most popular rules for Sales teams include the following:

1. Keep your CRM data accurate and eliminate manual data entry.

Trigger

Action

Plan

Update the Salesforce Contact or Lead status automatically when:

Enterprise

Enterprise

Enterprise

Enterprise

Enterprise

Populate the name of the sequence in the corresponding Salesforce records when:

Enterprise

2. Save time and ensure your prospects get the correct information.

Trigger

Action

Plan

Add or remove someone from your sequence when:

Growth and above

Growth and above

Growth and above

3. Stay on top of your correspondence and save time.

Trigger

Action

Plan

Be notified via text or Slack message when:

Growth and above

Growth and above

Growth and above

When a prospect/customer cancels a meeting with you:

Growth and above


Mixmax Rules for Customer Success

When you’re in Customer Success or Account Management, you understand that

engagement, expansion, and renewal are crucial. Mixmax Rules for Customer Success teams can help with all three. Here's how:

1. Improve efficiency by automating customer engagement.

Trigger

Action

Plan

Add or remove a customer from your sequence when:

Growth and above

Growth and above

Growth and above

Enterprise

Update the renewal Opportunity status when:

Enterprise

Enterprise

Notify Slack channel with the good news when:

Growth and above

2. Stay on top of your correspondence and save time.

Trigger

Action

Plan

Be notified via text or Slack message when:

Growth and above

Growth and above

Growth and above

When a customer cancels a meeting with you:

Growth and above


Mixmax Rules for your entire Workspace

Certain Rules can improve routine workflows for your entire Workspace. Here are some Rules a Workspace admin could set up on the Workspace level:

Trigger

Action

Plan

When an email bounces:

Enterprise

When someone unsubscribes from your Mixmax Sequence:

Enterprise

When you add someone to a Mixmax Sequence:

Enterprise

When your team has an important recurring event:

Growth and above

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