If Salesforce is connected to your Mixmax account, you can build workflow automation with Mixmax Rules to update the status of a related renewal Opportunity when a recipient who is the primary contact for it receives all stages of your renewal outreach Sequence.

Next, enter a title for your rule.

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

For the Rule trigger, first, select Sequence.

Next, select All sequence stages are sent to a recipient and click Continue.

Next, you can specify the conditions when the Rule should be triggered. For example, you can select one or several specific Sequences to which you want this automation to apply.

First, click Add Condition.

Next to Recipient email, click the dropdown to select Sequence is from the menu.

Next, select the required sequence from the drop-down list. To look for the sequence you need, simply start typing in the Search sequences field.

Click Add condition again to add more than one sequence or 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.

Click Continue when you are done adding filters.

For your action, select Salesforce from the options.

In the next window, select Update the related Opportunity and click Continue.

Next, select the field you want to update automatically (e.g., Stage) from the drop-down list, then click Add field.

Next, in the drop-down list under Stage (or another field you selected), select the appropriate option that you wish to use to update the field and click Activate & Close. Your Rule is good to go!

For more real-life Rules use cases, check out our Rules Library!