Rules use cases overview (with examples!)

Basic Rules are available on all plans except Free. Advanced Rules are available only on the Copilots for Teams plan. Salesforce and HubSpot Rules are available on the Engagement Copilot and higher plans. Check out our pricing page for more information.

In this article, you will find real-life use cases for Rules automation, 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.

Action	Trigger	Plan
Update the Salesforce Contact or Lead status automatically when:	someone books a meeting with you	Engagement Copilot and higher
	someone is added to your sequence	Engagement Copilot and higher
	someone votes in your Mixmax poll	Engagement Copilot and higher
	someone unsubscribes from your sequence	Engagement Copilot and higher
	an email bounces	Engagement Copilot and higher
Populate the name of the sequence in the corresponding Salesforce records when:	someone is added to your sequence	Engagement Copilot and higher

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

Action	Trigger	Plan
Add or remove someone from your sequence when:	someone completes all stages of a sequence	All except free
	someone answers a Yes/No question	All except free
	someone votes in your Mixmax poll	All except free

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

Action	Trigger	Plan
Be notified via text or Slack message when:	your email is opened	All except free
	your email is opened 3 times	All except free
	somebody sends you an email 30 minutes before a meeting with them	All except free
Automatically send an email template to reschedule when:	a prospect/customer cancels a meeting with you	All except free

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.

Action	Trigger	Plan
Add or remove a customer from your sequence when:	the customer votes in your Mixmax renewal or customer satisfaction poll	All except free
	the customer answers a Yes/No question	All except free
	your customer training is complete	All except free
	your renewal Opportunity changes the status	Engagement Copilot and higher
Update the renewal Opportunity status when:	somebody receives all Sequence stages of your renewal outreach	Engagement Copilot and higher
	somebody votes in your Mixmax renewal or customer satisfaction poll	Engagement Copilot and higher
Notify Slack channel with the good news when:	someone important opens your email	All except free

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

Action	Trigger	Plan
Be notified via text or Slack message when:	somebody opens your email	All except free
	the recipient opens your email 3 times or more	All except free
	somebody sends you an email 30 minutes before a meeting with them	All except free
Automatically send an email template to reschedule when:	a customer cancels a meeting with you	All except free

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:

Action	Trigger	Plan
Update the Contact/Lead in Salesforce when:	an email bounces	Copilots for Teams
Update the Email Opt-out status in Salesforce when:	someone unsubscribes from your Mixmax Sequence	Copilots for Teams
Update the Contact or Lead's status in Salesforce when:	you add someone to a Mixmax Sequence	Copilots for Teams
Set up recurring email notifications when:	your team has an important recurring event	Copilots for Teams

Update Salesforce's Email Opt-out status when someone unsubscribes from your Mixmax Sequence

Update the status of a Lead in Salesforce when they're placed in a Mixmax Sequence

Salesforce Campaigns in Mixmax Rules

Update the renewal Opportunity status when someone receives all stages of your renewal outreach