Mixmax

Mixmax is an AI-powered sales engagement software that turns your email client, like Gmail or Outlook, into a productivity hub.

The Mixmax Widget connects with OnePageCRM, allowing you to view previous emails with contacts directly in the CRM.

You need a Mixmax account to connect it to OnePageCRM.
Only Account Owner or Administrators can configure and manage the integration.

Enable/Disable the Mixmax Widget

In Mixmax, go to Settings → Integrations → Create Mixmax API token.

Mixmax | Settings | Integrations | Create Mixmax API token

Copy the API token from the pop-up → click OK.

💡 Save the API token before leaving this page. For security, it is only shown once.

In OnePageCRM, go to Mixmax under Apps and Integrations → click Install.

OnePageCRM | Apps and Integrations page | Mixmax

Under Configuration → paste the API token → click on Connect to Mixmax.

OnePageCRM | Mixmax Configuration page | Add API Token

Open a contact → find the Widget above the Contact Timeline → click to expand.

Click on the MixMax widget to expand it.

Once expanded, it will display:

Date - The last activity date on the email

Subject - The email subject, and a link to Mixmax

Status - The status of the email

Expanded MixMax widget with the data

💡The widget checks the first 10 email addresses saved for the contact and displays any matching data.

💡 To see statuses correctly, install the Google Chrome Mixmax browser extension