This is a collection of real-life Rules use cases
15 articles
Rules use cases overview (with examples!)
Creating a Rule with a Salesforce Opportunity Owner
Set up recurring emails
Tracking Mixmax sequences when viewing Contacts and Leads in Salesforce
Automatically remove people from Sequences when they book a meeting
Add someone to your Sequence when they vote in your Mixmax renewal poll
Add someone to your Sequence when your customer training session is complete
Update the renewal Opportunity status when someone receives all stages of your renewal outreach
Get a Slack notification when someone sends you an email 30 minutes before a meeting you have with them
Update the Salesforce Lead or Contact when an email bounces
Update Salesforce's Email Opt-out status when someone unsubscribes from your Mixmax Sequence
Update the status of a Lead in Salesforce when they're placed in a Mixmax Sequence
Send an email template to reschedule when someone cancels a meeting with you
Add someone to your Sequence when they complete all stages of a previous Sequence
Automatically update the Salesforce Contact/Lead status when a meeting is booked