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Mixmax

Integration by Mixmax

Mixmax helps Sales and Customer Success teams accelerate revenue at every stage of the customer journey.

Plan availability

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Starter

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Basic

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Professional

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Business

Made byMixmax
Copper plans

Available on Starter, Basic, Professional, and Business.

Mixmax plans

Available on Growth + CRM and custom Plans

Category

Sales automation

Mixmax AI Sequences nbg

Mixmax, a leading sales engagement platform, helps Sales and Customer Success teams take back their time to generate more revenue, win more deals and engage more customers. Revenue teams use Mixmax to automate repetitive tasks and organize their daily workflows all from within their email inbox, so they can focus on what they do best–sell. Mixmax customers see a positive ROI in less than 6 months and go live in less than 1 day.

Build highly personalized sequences
Revenue teams use Mixmax to build multi-channel sequences with emails, calls and LinkedIn touch points that drive pipeline generation. Mixmax customers achieve high response rates with polls, surveys, and real-time updates on prospect activity.

Automate repetitive work
AEs, CSMs and SDRs use powerful rules to automate sequence enrollment, Slack notifications and more. For example, send a LinkedIn connection request when a contact opens your email. Build as many flexible rules as you need to automate your workflow.

Gain insight into revenue generating activities
Use interactive dashboards to pinpoint which messages and team members are getting the most engagement. View open and click rates for each individual recipient so you can tailor your outreach. Easily see what’s working and leverage it for the rest of the team.

Make it easy to book meetings with you
Spend less time coordinating meetings and cut out the back-and-forth. Make it easy for prospects and customers to book a meeting with you with one-click scheduling. Send automated calendar invites, meeting notifications and reminders. Coordinate group calendars and set up round-robin distribution to book meetings faster and accelerate deal cycles.

Integrate with Copper
Integrating with Mixmax keeps your team's daily activities and tasks within Copper, eliminating tedious data entry and ensuring nothing is missed.

Sending activities to Copper as Tasks can be done in one of two ways. If you're on any paid plan, you can automatically Bcc Copper using the Mixmax Auto-Bcc feature. You can also connect Copper with Mixmax via Zapier and take advantage of the triggers and zaps available to both."

This integration was built by Mixmax. For questions, support or troubleshooting, contact the Mixmax team.

Frequently asked questions

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What is CRM integration?

CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.

Are integrations included in all plans?

Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.

Are integrations available on a free trial?

Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.

I don’t see one of my preferred tools on this list. What can I do?

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I’ve built an integration with Copper. How can I be featured on this page?

If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.

How do I set up integrations in Copper CRM?

It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.

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