Mixmax
15 Case Studies
A Mixmax Case Study
HelpScout, a customer service platform used by more than 9,000 businesses across 140 countries, needed to streamline outbound communication for its Sales & Account Management teams. Seeking an all‑in‑one engagement and workflow automation tool with email templating, automated sequences, rules, and tight Salesforce integration, HelpScout chose Mixmax.
Mixmax delivered a single platform embedded in Gmail with a Salesforce sidebar that lets reps view and edit records without leaving their inbox, plus templates, multi‑step sequences, and automation. The result was faster, higher‑quality responses and fewer oversights—team members report Mixmax saves “a few hours every day” (about a day or two per week)—improving organization, responsiveness, and overall inbox productivity. Mixmax’s integration made Salesforce workflows accessible directly from email and reduced context switching.
Tim Thyne
Head of Sales & Account Management