Integrating Mixmax with Pabbly Connect for Enhanced Email Automation

Learn how to integrate Mixmax with Pabbly Connect for seamless email automation and notifications. Follow our step-by-step guide for setup. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Mixmax Webhooks with Pabbly Connect

To integrate Mixmax with Pabbly Connect, we first need to set up webhooks. Webhooks serve as a bridge between your Mixmax account and Pabbly Connect. This allows you to send information from Mixmax to Pabbly Connect upon specific events, such as receiving new meeting bookings.

Start by logging into your Mixmax account. From the left sidebar, click on the ‘Rules’ option. Then, click on the ‘New Rule’ button to create a new webhook rule. You will name this rule, for example, ‘New Meeting.’ This rule will trigger whenever a meeting invitation is confirmed.

2. Configuring Trigger Event in Pabbly Connect

In this step, we will configure the trigger event in Pabbly Connect. Select Mixmax as your trigger application and choose the trigger event as ‘Meeting Invitation Confirmed.’ This setup ensures that whenever you receive a new meeting confirmation, Pabbly Connect captures the response.

• Select ‘Mixmax’ as the trigger application.
• Choose the event ‘Meeting Invitation Confirmed’ for triggering the webhook.
• Copy the generated webhook URL from Pabbly Connect.

After selecting the trigger event, you will be provided with a webhook URL. This URL is crucial for linking Mixmax to Pabbly Connect. Copy this URL as you will need it in the next step.

3. Linking Mixmax to Pabbly Connect

Next, we will link Mixmax to Pabbly Connect using the webhook URL. In your Mixmax account, go back to the ‘Rules’ section and click on the rule you created earlier. Set the trigger action as ‘Meeting is Confirmed’ and paste the webhook URL you copied from Pabbly Connect.

After pasting the URL, click on the ‘Activate and Close’ button. This action will successfully set up the webhook in your Mixmax account, linking it to Pabbly Connect. You will see the rule named ‘New Meeting’ in your Mixmax dashboard.

4. Testing the Integration with Pabbly Connect

Now that you have linked Mixmax to Pabbly Connect, it’s time to test the integration. To do this, you need to confirm a meeting invitation in Mixmax. Go to your meeting invitation page and book a new meeting.

• Select a date and time for your meeting.
• Enter your name, email, and phone number.
• Click on the ‘Book Now’ button to finalize the meeting.

Once the meeting is booked, return to Pabbly Connect to check if the webhook response has been received. You should see all the meeting details, including the time, title, and guest information.

5. Conclusion

In conclusion, the integration between Mixmax and Pabbly Connect allows seamless automation of email notifications for meeting confirmations. By following the steps outlined, you can efficiently set up webhooks and automate your workflow, enhancing productivity. This setup ensures you never miss important meeting updates.