How to connect Mixpanel + Salesforce
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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.
Profile PropertiesRequired
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
$email
property, you can start sending targeted email notifications using Mixpanel's Notifications product. Other examples of special properties are$name
,$phone
and$unsubscribed
. Learn more about Special/Reserved properties .
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItDisclaimer
This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
Salesforce ObjectRequired
Pick which type of object you want to watch for changes on.
Try ItCampaignRequired
Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
ContactRequired
If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
EventRequired
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
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.
Salesforce ObjectsRequired
Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try ItSalesforce ObjectRequired
Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try ItSalesforce ObjectRequired
Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Record to LinkRequired
FileRequired
The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
VisibilityRequired
Specifies whether this file is available to all users, internal users, or shared users.
How Mixpanel + Salesforce Integrations Work
- Step 1: Authenticate Mixpanel and Salesforce.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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