Mixmax

This guide shows you how to activate the Mixmax app inside Salesforce so you can avoid data-syncing issues.

Enabling Salesforce to use the Mixmax App

Learn what Mixmax logs to Salesforce and how to avoid duplicate emails if your Salesforce org also uses Einstein Activity Capture.

Using Mixmax with Salesforce Einstein Activity Capture

This guide explains how emails, tasks, calendar events, and Meeting Copilot notes sync between Mixmax and Salesforce.

Syncing to Salesforce

This article explains how Mixmax syncs Call, SMS, and To-do type tasks to Salesforce.

How Mixmax Call, SMS, and To-do tasks are synced to Salesforce

You can make the Mixmax Call Disposition field required when logging calls to Salesforce so your team never forgets the outcome of a call

How to Require a Call Disposition

This article explains how Mixmax syncs activities shared across multiple Contacts as a single record without duplicates in Salesforce.

How Mixmax syncs shared activities to Salesforce

This article describes API usage limits and how you can check your API limits in Mixmax.

How to check Salesforce API limits

Here's how recurring Calendar events are synced between Mixmax and Salesforce.

Syncing recurring Calendar events to Salesforce

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