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 when someone books a meeting with you.

Next, enter a title for your rule.

Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.

2. Select Meeting is confirmed and click Continue.

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.

2. Next to Guest (email), click the drop-down 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.

Finally, set up what should happen once the Rule is triggered.

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!

For more Mixmax Rules examples, check out our Rules Library!