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Part 6: Dialer

This is part 6 of the Getting Started as an AE course, where we show you how to make calls in Mixmax.

Updated over a week ago

Making calls is an essential part of the daily routine for every AE. With Mixmax Calling, you can conveniently generate phone numbers and call your contacts from the browser directly. If Salesforce integration is configured, Mixmax can sync the call logs and duration directly to Salesforce.

Calling setup

The United States and Canada

To generate a phone number, go to your personal Settings > Calling tab in the Mixmax web app. Select the country for which you would like to generate a phone number from the drop-down menu:

Generating phone number

Enter the area code with which the new phone number should be generated:

Phone area code

Click Get Phone Number to generate a phone number:

Getting phone number

Sometimes, a phone number might not get generated because the selected area code is unavailable. If that happens, please select a different area code or try again later.

You can also enter your incoming phone number in the Calling tab. If you call a contact via Mixmax Dialer and they call you back, the call will go to the incoming phone number you specified.

Incoming phone number

International Calling

If you would like to generate international phone numbers, Mixmax will require you or your company to provide some additional details to comply with local regulations. Please contact our support team with the required documents to acquire a new international number.

The requested country will become available in the list of countries after the required documentation is approved:

Adding a country to the list

Your available phone numbers will appear in the Select Phone Number menu:

Selecting phone number

To apply the phone number to your account, select the number from the drop-down and click Get Phone Number:

Sample phone number

You can also enter your incoming phone number in the Calling tab. If you call a contact via Mixmax Dialer and they call you back, the call will go to the incoming phone number you specified.

If you would like to specify an international incoming phone number, make sure to include the country code starting with a plus sign (+).

Incoming phone number

Local Presence

The Local Presence option allows you to call prospects using a number with the same area code as they have.

To enable Local Presence for your Workspace, contact our support team.

Before starting to use Local Presence, please make sure you set up a personal number as described above.

After you enable Local Presence for your Workspace, you can choose to call from Your phone number or a Local number.

If Local Presence is enabled for your account, you will see it as the default option in the calling module.

To use your personal number for a call instead, select Your phone number from the drop-down first, then make a call.

Selecting local number

When you make a call using Local Presence, right after you start the call, Mixmax purchases a new number or uses a number available to your Workspace that will best match the area code of the recipient.

A phone number with a particular area code might be unavailable; in that case, Mixmax will use your personal number specified in the Calling settings by default.

Phone numbers purchased using the Local Presence and actively in use within your Workspace are not associated with a specific user and will be available to all Workspace users.

When there is an incoming call from a local number, Mixmax automatically routes the call to the last Mixmax user who used this particular local number to call that contact. The call is forwarded to the incoming call number the expected Mixmax user has configured.

Currently, Local Presence is only available for US numbers.

Making or logging a call from Gmail

From your Gmail Inbox, you can make a call directly from the Mixmax Sidebar. If you're looking at a contact in the expanded Sidebar, and their phone number is in your CRM, simply click the Call button:

Calling a contact

You can make a call even if you're not looking at a particular contact in the expanded Sidebar. Click the plus sign (the Shortcuts tab) in the top right corner of the Sidebar, then select Phone call from the menu:

Making a call

A call popup window will open. In the To field, you can enter the name of a Salesforce Contact or Lead — if their phone number is available in Salesforce, it will be populated automatically.

Alternatively, you can also enter or paste a phone number into the To field. Fill in the rest of the fields and add call notes, which will sync to Salesforce after the call ends. You can continue editing the form after the end of the call.

Syncing the call to Salesforce

If you place a call from your desk or cell phone or someone calls you, you can also log the call to Salesforce. Just select Log call from the shortcuts (+) menu, and then enter the information that you would like to log to Salesforce:

Manually logging the call to Salesforce

Making a call from any phone number link

When you install the Mixmax Chrome extension, as described in one of the previous lessons, any phone number link on any website you open becomes a number you can call using Mixmax. Click a phone number link (example: (844) 387-6962), and a call window will open, ready for you to make the call.

Calling via an extension

Making a call from Tasks Workflow

When you have the Call task open in the Tasks Workflow mode, you can start the call directly from the task. Simply click the Call button below.

Call task


When you make a call via Mixmax, you fill in a form that can sync to Salesforce. This form can include various fields such as call disposition, notes, and so on. You can select which fields appear there on your CRMs & Live Feed settings page under Call.

Well done! Now you know all about the Mixmax Dialer. Click Next to open the next lesson.

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