How to connect Mixpanel + Agile CRM
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Distinct ID (Profile ID)Required
The user's distinct_id. If you are sending Events to Mixpanel in addition to Profiles, this property value should be identical to the distinct_id property attached to events so that you can connect events to profiles. Tell me more about distinct_id.
Properties contain information about the profile. For example, for a user profile, properties can be things like an email address, where they came from, or their age. These properties allow you to drill down to very specific segments of users/customers and learn more.
Properties are sent as key-value pairs where the key is the property name and the value is the property value. Tell me more about properties.
Certain property keys are special/reserved. For example, if you include the
$unsubscribed. Learn more about Special/Reserved properties .
Track / MilestoneRequired
Triggers when a new case is added in Agile CRM.Try ItTriggerScheduled
Triggers when a new Deal is added in AgileCRM.Try ItTriggerScheduled
A name for this Event. For example, 'Brand Mentioned in Tweet' or 'Payment Made'. Tell me more about Events.
Distinct ID (Profile ID)
A way to uniquely identify your users (or more generally, profiles). If you are sending Profiles to Mixpanel in addition to events, this property value should be identical to the Distinct ID property attached to the Profile so that you can connect events to people records. Tell me more about distinct_id.
Event Properties are bits of extra information that you send along with your Events describing the details of that action. They are usually specific to the Event they’re describing and don’t apply universally to other Events. Leveraging Event Properties allows you to conduct deeper analysis to better understand user behavior for a specific action. For example, a 'Song Added to Playlist' event could have 'Artist' and 'Playlist' as the properties. Properties are sent as key-value pairs where the key is the property name and the value is the property value. Tell me more about properties.
Use the + sign to add properties to this event.
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.Try ItTriggerInstant
Triggers when a new contact is add in AgileCRM.Try ItTriggerScheduled
Triggers when a new event is created in Agile CRM.Try ItTriggerScheduled
How Mixpanel + Agile CRM Integrations Work
- Step 1: Authenticate Mixpanel and Agile CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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