Mixmax

Mixmax Settings and Mappings

1. Navigate to your CRM setup page under your account icon (your initials), and select the CRM setup section.
2. Following the available options, simply complete your universal settings based on your or your company's preference. Now, you are ready to start importing directly into Mixmax!
3. Make sure you set up all mappings and confirm that all the fields you want to send to Mixmax from Seamless.AI are mapped to the proper fields.some text
   Please Note: Our direct integration with Mixmax comes with pre-set field mapping options.
4. Customize fields for your entire organization or secure settings exclusively for your organization. Additionally, specify whether the data will override in your CRM for each mapping. Easily configure these options using “Set Org Wide” or “Lock Org Wide” fields (found in universal settings + importing mappings) and choose “Override” as needed (found in importing mappings).

Universal Settings

Set Total AI Threshold/Limit on Contact Imports: This setting establishes a minimum Total AI threshold for importing contacts. This specifically applies to the total AI score of the primary business email. For example, if you set the total AI slider to 80, the primary business email must have a total AI score of 80% or higher to import successfully on the first attempt.

Default Mixmax Sequence: This allows you to import prospects directly into a sequence within your Mixmax CRM.

‍Allow Missing Variables: This setting controls whether a pop-up notification will appear if any required variables are missing in a sequence. When toggled to "Yes," this will alert you about incomplete information and prompt you to fill in the missing details. If set to "No," the setting will not display these notifications, potentially allowing sequences with missing variables to proceed.

Allow Contacts/Leads to Import Without a Validated Email: When set to “Yes,” Seamless.AI permits users to import contacts, even those without a validated email. A validated email includes a “Valid” or “Accept All” response from Seamless.AI's validation during the AI research process.

Allow Users to Create New / Custom Mappings: This allows users who are not admins to create new mappings that will only affect their account.

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Seamless.AI Field: These fields contain data from Seamless.AI that you've discovered and researched. You can map over 100+ fields from Seamless.AI to your CRM. Initially, Seamless.AI sets up a core set of common fields across CRM users, but you can customize additional mapping fields to suit your CRM needs.

Mixmax Field: These fields mirror the ones in your connected CRM. Seamless.AI regularly polls them to stay current. To create a Mixmax field, just choose the Seamless.AI field on the left, pick the corresponding CRM field on the right, and establish a connection. During the import, data from the Seamless.AI field will map to the CRM field and transfer to your CRM.

Add New Mapping: Use this option to create a new Seamless.AI-to-CRM field mapping. You can map any Seamless.AI field to any CRM field.  

Please Note: The connected user must have editing access to these fields for a successful import process.

Add Custom Mapping: Custom mappings are useful when you have a required CRM field that Seamless.AI doesn’t provide or you want to include a field in each import. Create a custom mapping by setting up a custom field name in Seamless.AI (value sent to CRM) and mapping it to a field in your CRM.

Example: To include a custom "Lead Stage" in each import, set the Seamless.AI field's static value (e.g., New) and map it to the "Lead Stage" field in your CRM. This imports all leads with "New" as the lead stage in your CRM.

Pro-Tip

You can set each field to “Set Org Wide” or “Lock Org Wide” and set each mapping to select whether the data will override in your CRM.

Allow User Edit: The “Allow User Edit” checkbox is a straightforward feature that allows users to edit or restrict access to a specific setting based on the checkbox status.

• When the checkbox is activated: Users can edit these settings. Admin settings serve as the default unless modified by the user.
• When the checkbox is deactivated: Users cannot access the fields but can view them in a read-only state to understand the current setup.