When you’re on the Export stage of creating a playbook, select Mixmax integration you set up
Step - 2: Select whether you want to sync these leads to a particular "Contact group" or just sync in contacts
If adding to a particular contact group, select name of the contact group from drop down
To create a contact group in Mixmax, go to Contacts tab and select the 'new folder' icon as shown in image below
Email is a mandatory identified for Mixmax integration. Select the field from Toplyne that contains email address of your leads
You can also choose which other information to pass to Mixmax. You can do this by selecting relevant field in Toplyne. You can also choose to how to name this field in Mixmax. Generally, our customers export the Toplyne Conversion Score and the Toplyne Lead Status.
Any field that doesn't exist will be automatically created on Mixmax
Updated 10 months ago