If you make a call from your desk or cell phone, or if someone calls you, you can still log the call to Salesforce. After you hang up, you can continue to edit the form. Fill out the fields, and add call notes, all of which will sync to Salesforce after you end the call. Alternatively, you can also type or paste a phone number into the To field. In the To field, you can enter the name of a Salesforce lead or contact - if their phone number is in Salesforce, it will automatically populate with the number.
#Mixmax with gmail plus
Hover over the plus sign in the top right corner, then choose Phone call from the menu:Ī call window will open up. If you're not looking at a particular contact in the sidebar, you can still place a call. If you're looking at a contact in the sidebar, and their phone number is in your CRM, click the call icon.
#Mixmax with gmail code
International phone numbers should include the country code preceded by a plus sig n (+).įrom Gmail, you can place a call from the sidebar. If you call someone via Mixmax, and they call you back, the call will be routed to the incoming phone number. You can specify your incoming phone number on this page as well. Phone numbers available to you will appear in the Select Phone Number drop-down:Īfter selecting the phone number click Get Phone Number to apply the phone number to your account:
![mixmax with gmail mixmax with gmail](https://help-images.sanebox.com/production/1204/original/Screen_Shot_on_2020-01-02_at_10-37-00.png)
Once the required documents are approved, the requested country will appear in the list of available countries:
#Mixmax with gmail full
To purchase new international numbers, please the required documentation.Ī full list of supported countries and along with documentation requirements can be found here.
![mixmax with gmail mixmax with gmail](https://dottotech.com/wp-content/uploads/2016/09/MixMax-CRM-for-Gmail.jpeg)
To comply with local regulations Mixmax requires additional information from you or your business to generate international phone numbers. You can specify your incoming phone number on this page as well. If a phone number with the area code you selected is not available, please try again later or select a different area code. Note: Phone numbers are subject to area code availability. Setting Up Calling The United States and Canadaįrom the Calling Settings dashboard select the country you would like to generate a phone number for:Įnter the area code you would like to use to generate a phone number:Ĭlick the Get Phone Number button to generate a phone number: All call logs and the duration can be synced directly to Salesforce. Mixmax calling allows you to generate phone numbers and call your prospects, customers, candidates, and contacts, directly from the browser. – Tight integration with Gmail, Salesforce, and Google Calendar.Calling is included on our Enterprise plan. – Used by over 10,000+ customer-facing pros & entrepreneurs.
![mixmax with gmail mixmax with gmail](https://www.maketecheasier.com/assets/uploads/2015/05/Mixmax-header.png)
Perfectly time your emails, calls, and LinkedIn messages when your recipient is most active. Increase reply rates with polls, link previews, and embedded videos. Connect all your favorite systems, tools, and apps: like Salesforce, Pipedrive, Slack, Copper, DocuSign, Vidyard, Giphy and more… Make all your tools feel like one app, and get more out of your sales stack. Create easy IF/THEN rules to automate tasks and eliminate data entry from your daily workflow across all your tools. Recipients can book meetings with one-click.ġ0x your productivity and skip the busy work. Save your best performing emails as templates.Įasily share your Google calendar in any email and eliminate back-and-forth messages. Know exactly who opens your email, how often, and the content they viewed. Measure the true impact of your messages with precise email tracking. Email tracking and productivity suite for Gmail.