Integration · CRM
AI agents for Mixmax
Add people to Mixmax sequences or stop them, see who is in a sequence and how they engaged, send emails from templates, write and send tracked drafts, and search sent emails with their opens, clicks and replies.
- Actions
- 10
- Read
- 5
- Write
- 5
Actions
What your agents can do in Mixmax
10 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 5
Look things up. Nothing changes.
List sequences
Lists the sequences you can use: your own, those shared with you and, for workspace admins, the workspace's.
List people in a sequence
Lists the people added to one sequence with their state (active, paused, completed and why), the stages sent and when the next is due, and opens, clicks and replies per stage.
Find a person in sequences
Searches the people in every sequence you can access, by name or email, or by one exact email in email.
List templates
Lists the email templates you can use, filtered by search text.
Search sent emails
Searches your sent emails (and those teammates shared) in the live feed with their tracking: opens, clicks, downloads, replies and bounces, and the last event.
Write 5
Create, change or send.
Add people to a sequence
Adds people by email to a sequence and starts sending its stages to them, now or at a time you give.
Stop people in a sequenceDeletes data
Stops the named people in one sequence: they get no further emails and are marked completed.
Send an email from a template
Sends an email built from a template to the people given, right away or at send_at.
Create an email draft
Saves a tracked email draft (to, cc, subject and HTML body) in Mixmax without sending it.
Send a draft
Sends a saved draft now.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Mixmax account.
What you enter
- API token
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Mixmax data
Ask a question in plain words. The agent can list sequences, list people in a sequence or find a person in sequences in Mixmax, then answers with what it found.
- 02
Let an agent update Mixmax
Have the agent add people to a sequence or send an email from a template in Mixmax as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Mixmax and Slack: it can list sequences in Mixmax and post a summary to a Slack channel in the same run.
Works well with
More CRM tools
- HubSpot5 actionsCreate and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Pipedrive4 actionsAdd people and deals, attach notes, and search people in a Pipedrive company account.
- Zoho CRM4 actionsCreate or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Attio4 actionsCreate or update people and other records, add notes, and list records with filters in an Attio workspace.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
FAQ
Mixmax and MyDeepAgents
Can MyDeepAgents connect to Mixmax?
Yes. The Mixmax connector has 10 actions: 5 read and 5 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Mixmax?
Paste an API key from your Mixmax account. You'll need: API token. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Mixmax without asking?
Only if you let it. Each of the 5 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use Mixmax in workflows as well as agents?
Yes. Every Mixmax action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Mixmax to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.