Microsoft Dynamics CRM (For use with Dynamics version 8)
When this happens...
Microsoft Dynamics CRM (For use with Dynamics version 8)New Lead
Then do this...
MixpanelCreate or Update Profile

Do you know exactly how new leads engage with your product? With the Microsoft Dynamics-Mixpanel integration, when a new lead is created in Microsoft Dynamics, an event is tracked in Mixpanel and a new profile is created (or the relevant profile is updated if it already exists). Now you can build better products by seeing the exact actions that new leads take inside your product. You can even send targeted notifications to those new leads based on actions they take.

How this Microsoft Dynamics CRM-Mixpanel integration works

  1. A new lead is created in Microsoft Dynamics CRM
  2. A new people profile is created in Mixpanel or an existing profile is updated with new information from Microsoft Dynamics CRM

Apps involved

  • Microsoft Dynamics CRM
  • Mixpanel
Premium
Microsoft Dynamics CRM (For use with Dynamics version 8) is a Premium integration on Zapier.

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When this happens...
then do this!
New Contact

Triggered when a new contact is created within your Dynamics CRM instance.

Create Contact

Creates a new contact.

New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

Create Lead

Creates a new lead.

New Lead

Triggered when a new lead is created within your Dynamics CRM instance.

Track Event

Send an Event to Mixpanel.

New Account

Triggered when a new account is created within your Dynamics CRM instance.

Create or Update Profile

Create a new profile or update properties of an existing profile.

Update Lead

Updates any fields with data on the specified lead.

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Dynamics CRM is a leading customer resource management and enterprise resource planning software.

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