Mixmax salesforce integration4/18/2023 ![]() ![]() Gong is the most valuable platform for revenue teams, and we're accelerating its expansion through integrations that help our customers increase efficiencies and close more deals," said Eddie O'Brien, vice president of partnerships at Gong, in a statement. "Gong is excited to expand our dialer offerings through outstanding partners like Mixmax. "We are very excited to announce this partnership with Gong, which will help our customers drive even more revenue by enhancing their sales workflows with revenue intelligence." "At Mixmax, we are committed to building the best and easiest-to-use product for revenue teams," said Olof Mathé, CEO and co-founder of Mixmax, in a statement. Teams can then review those calls to find data-backed insights that drive revenue. Recordings from Mixmax dialer can now automatically be synced to Gong. Calls are automatically logged to Salesforce. ![]() Using the Mixmax dialer, reps can call Salesforce leads or contacts with one click, without leaving their inboxes. Additionally, Mixmax customers can now add revenue intelligence into their workflows. This integration allows for email sequences, one-click calendar scheduling, task management, and Salesforce automations. You'll be prompted to log in to Salesforce. Locate the Integration option for Salesforce account and click the option to connect. With version 2.0, Mixmax gets an updated editor that better integrates with the current Gmail interface and that gets out of the way of popular extensions like Grammarly. Who MixMax Is For While many tools that offer similar features to MixMax are designed specifically for sales, MixMax is a bit more domain agnostic. Mixmax today introduced version 2.0 of its Gmail-based tool and plugin for Chrome that promises to make your daily communications chores a bit easier to handle. Mixmax, a sales engagement platform provider, has integrated with Gong's revenue intelligence platform to analyze prospect and customer calls. To connect your personal Mixmax account to Salesforce, navigate to your Personal Integration Settings here. Integrations: MixMax syncs with popular tools, like Salesforce, Pipedrive, Zoom, and Dropbox, so that you can keep your work streamlined and unified. You can access your Task and Event activity synced from Mixmax to Salesforce in your Personal Settings CRM and Team Live Feed tab.Mixmax Integrates Gong into Its Sales Engagement Platform Calls are automatically logged to Salesforce, saving valuable time from updating Salesforce or context-switching between email and their CRM. And the direct integration is available only for users on their highest plans - Growth and Enterprise. Using the Mixmax dialer, reps can call Salesforce leads or contacts with one click, without leaving their inbox. How to view your personal Salesforce Activity Logs Mixmax works only with Salesforce and Pipedrive. See more how Mixmax syncs activity to Salesforce here. If your workspace admin has configured your Role settings for Salesforce, you will see your messages, calendar events and analytics to the associated contact, lead, or opportunity within Salesforce. Once a Sync User is set up, non-admin users will see the "Connect to Salesforce" button available. Salesforce Implementation Guide - All in one PDF Non-Admin: Connect your Mixmax account to Salesforce. NOTE: Non-admins users will not be able to connect to Salesforce until their Workspace Admin connects a Sync User. Set up and manage your Salesforce integration. Mixmax is an email communication & sales productivity application designed. You'll be prompted to log in to Salesforce. Meet Salesforce Marketing Cloud, the leading marketing solution to increase. To connect your personal Mixmax account to Salesforce, navigate to your Personal Integration Settings here. Mixmax does not require any custom objects or custom fields in order to connect to Salesforce. accounts do not include the necessary API permissions. ![]() If you have Salesforce Professional, you'll need API access as an add-on. If you have Salesforce Enterprise, you're set. Please note that to connect to the Salesforce API your Salesforce Edition must include API access. This Salesforce help article has a list of the editions for which API access is enabled by default. On the Growth and Enterprise plans you can connect Mixmax directly to Salesforce using the Salesforce API.
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