Tasks in your sequences

Tuesday, Aug 1st, 2017

Mixmax is a communications platform that brings professional communication & email into the 21st century.

You know that sending email isn’t enough to connect with prospects: you’re calling, sending InMails, tweeting, writing letters, and more. Creativity wins.

Today, we’re excited to announce that you can now add tasks to your Mixmax sequences. This means you can create the exact workflow that you need for your team.

Add a task to your sequence

Adding tasks to sequences will drive better outcomes for you and your team:

  • Create multi-faceted workflows. For example, after you send the first outbound email, automatically create a task to connect with a prospect on LinkedIn to strengthen your account-based selling efforts.
  • Ensure your team uses the right mode of communication. For example, add calling to your workflow by adding a task to call the prospect.

To get started, create a sequence. When you add a new stage, toggle whether you want that stage to be an email or a task. The magic here is that you can trigger the next stage when the task is (or is not) completed.

Set triggers

Time to achieve better results for your team? Contact sales@mixmax.com. Tasks are uniquely available to customers on our Growth plan that use Salesforce.

If you’re passionate about taking external communications to the next level — reach out to us at hello@mixmax.com and follow us @Mixmax.