Salesforce Campaigns Now Available in Mixmax Automation

Salesforce Campaign Automation | Mixmax

Doing more with less and understanding which campaigns result in revenue are two topics concerning most sales and marketing leaders.

Our latest release won’t just enable you to tie revenue outcomes to Salesforce campaign initiatives; your sales and marketing teams will get time back to make more impact.

Introducing automation for Salesforce Campaigns


Now you can:

💁 Automatically add sequence recipients as campaign members to Salesforce Campaigns.
Automatically update the status of campaign members when, for example, these recipients move to the next stage.

How?

🔢 Create a rule selecting a Sequence trigger and Add/Update campaign member in a Salesforce Campaign as the action.

SF Action 2SF Action

Your Salesforce campaign members will always be kept up to date automatically. Follow these steps to set it up.

This will help you properly attribute revenue and better understand what is effective in generating pipeline.

But that’s not all. We know timing is everything. And reporting in real time is what enables you to take action faster.

Real-time activity information for Salesforce tasks

Get the details of the precise time when an activity was performed (for example, when an email was sent or received), so you can get accurate reports and act on time to delight your customers.

SF Activity Date copy
How?

👩🏻‍💻 Configure a custom field in your Salesforce Activity object and Mixmax Activity date and time will be automatically populated! Learn more about syncing to Salesforce here.


These new features are available on our Enterprise plan. Interested in learning more? Request a demo

Ready to transform your revenue team?

Request a demo

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