Advanced Rules are available on the Mixmax Enterprise plan only. Check out our pricing page for more information.
If you connect Salesforce to your Mixmax account, you can use Mixmax Rules to build workflow automation that will update the status of a Lead or Contact someone books a meeting with you.
Requirements:
Mixmax Salesforce Rules are only available on the Enterprise plan. Please contact our Sales team to upgrade or request a demo.
Creating your Rule
Next, enter a title for your rule.
Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.
Trigger
For the Rule trigger, select Meeting.
2. Select Meeting is confirmed and click Continue.
Filter
Next, you can specify the conditions when the Rule should be triggered. For example, you can select one or several specific Calendars to which you want this automation to apply.
First, click Add Condition.
2. Next to Guest (email), click the dropdown to select Calendar from the menu.
3. Select one or several required Calendars from the drop-down list. To look for the Calendar you need, start typing in the Search field.
4. Click Add condition again to add other filters if required.
If you wish to select multiple conditions, each of which should trigger this automation, change the filter logic to If ANY of the following are true.
5. Click Continue when you are done adding filters.
Action
Finally, set up what should happen once the Rule is triggered.
For our example, select Salesforce from the action app options.
2. In the next window, select Update the related Lead and click Continue.
3. Search and select the Status field, then click Add field.
4. In the drop-down list under Status, select the appropriate status to update the field to and click Activate & Close. Your Rule is good to go!
To update a Contact record from the same rule, click Add action, then follow the same steps as above after clicking Update the related Contact.
For more Mixmax rule examples, check out our Rules Library!