Mixmax

Salesforce

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

This guide explains how emails, tasks, and calendar events 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

Overview

This article teaches Workspace Admins how to set up the integration with Salesforce for the Workspace they manage.

Workspace Admin: Configuring the Salesforce integration for your Workspace

This article describes how you can designate the Salesforce Sync User for your Mixmax Workspace and why you need to do that.

Designating your Workspace Salesforce Sync User

This article explains how to connect your Mixmax Workspace to a Salesforce Sandbox.

Connecting to a Salesforce Sandbox

This article describes the Mixmax Real-Time Sync package that syncs data from Salesforce to Mixmax without utilizing your API quota.

Salesforce Real-Time Sync

This article describes how to enable Mixmax Real-Time Sync for Salesforce and what the RTS package includes.

How to enable Salesforce Real-Time Sync

This article explains how enabling Real-Time Sync Conditions can reduce your APEX call usage.

Real-Time Sync Conditions

This article outlines some recommendations for setting up Salesforce data syncing with specific use cases.

Tips for Salesforce Syncing settings

This article describes how to use Salesforce Process Builder to automatically map synced Salesforce activities to custom activity Types.

Map synced Salesforce activities to custom Types with Process Builder

This article describes how to sync your Mixmax activity to custom objects in Salesforce.

Salesforce Custom Objects

This step-by-step instruction will show you how to enable Mixmax Real-Time Sync on Custom Objects in Salesforce.

Enabling Real-Time Sync on Custom Objects

Learn how to access Salesforce Activity Logs and what kind of information you can find there.

Salesforce Activity Logs

This article will teach you how to add the Mixmax Call Disposition field to Call options and Call type Tasks menu.

How to configure the Mixmax Call Disposition field

Admin setup

This article will teach individual users how to connect their Mixmax account to Salesforce.

Non-Admin: Connecting your Mixmax account to Salesforce

This article describes how to enable the automatic creation of new Salesforce Contacts or Leads directly from Gmail.

Automatically create new Leads or Contacts in Salesforce

This article explains how to automatically create new Contacts or Leads in Salesforce directly from Sequences.

How to create Salesforce Leads or Contacts from Sequences

Learn how to include Salesforce Custom Objects in your Rules workflow automation.

Salesforce Custom Objects in Mixmax Rules

User setup

If you're seeing an OAuth error when trying to connect Salesforce to Mixmax, don’t worry — this guide will help you fix it quickly.

Salesforce OAuth Connection Error: Approve Uninstalled Connected Apps

Here are some of the most common Mixmax<-->Salesforce data sync issues and tips to address them.

Troubleshooting error messages between Mixmax and Salesforce

This article includes troubleshooting tips for resolving issues with Salesforce connection to Mixmax.

General Troubleshooting Guide for Salesforce connection issues

Learn what to do if your Rule with a Salesforce action isn't triggered.

Troubleshooting Rules with Salesforce actions

This article provides troubleshooting tips to help you when your Mixmax meetings don't sync to Salesforce.

Why didn't my Mixmax meeting sync to the Salesforce calendar?

This article describes what you can do if your Sequence tasks are not synced to Salesforce correctly.

Unable to sync some of your tasks to Salesforce

This article describes how synced Salesforce fields can be used as variables in Mixmax.

Salesforce variables

How to require Account association for Contacts in Salesforce

Enforce Account Association for Contacts in Salesforce

Frequently Asked Questions about Salesforce integration

FAQ + Troubleshooting

Start for free

Developer Portal

Log in

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.