Connect Salesforce and Mixpanel to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Salesforce to Mixpanel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Mixpanel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Create or Update Profile" in Mixpanel.
You’re connected!
Zapier seamlessly connects Salesforce and Mixpanel, automating your workflow.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Frequently Asked Questions about Salesforce + Mixpanel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Mixpanel
Can Salesforce and Mixpanel be integrated directly?
Salesforce and Mixpanel don't have a direct integration built-in, but you can use Zapier to connect them seamlessly. Through Zapier, you can trigger actions in Mixpanel based on events in Salesforce, such as when a new lead is created or an existing opportunity is updated.
What kinds of triggers can initiate actions in this integration?
We support various Salesforce triggers like 'New Lead', 'Updated Opportunity', or 'New Contact'. These triggers can initiate different Mixpanel actions such as updating user profiles, sending events, or creating new people analytics.
How frequently do the integrations sync data between platforms?
The data synchronization typically occurs in near real-time with our setup. As soon as the specified trigger event occurs in Salesforce, the corresponding action will be executed in Mixpanel with minimal delay.
What happens if there's an error during the integration process?
If an error occurs during the integration process, our platform provides detailed logs and alerts to help diagnose and rectify issues promptly. You can check our logs to see where the error occurred and retry the action if needed.
Is coding knowledge required to set up Salesforce-Mixpanel integration?
No coding knowledge is necessary to set up this integration. Our platform provides an intuitive interface where you can select triggers and actions from Salesforce and Mixpanel out-of-the-box without any programming.
Can I integrate custom objects from Salesforce with Mixpanel?
Yes, custom objects in Salesforce can trigger actions within Mixpanel through our platform. By setting specific conditions on these objects, you can ensure a tailored interaction between your Salesforce data and Mixpanel's analytics tools.
How secure is the data transfer between Salesforce and Mixpanel using your service?
We prioritize security by using industry-standard encryption protocols for all data transferred between Salesforce and Mixpanel. Rest assured that your sensitive information remains protected throughout its journey across platforms.
Practical ways you can use Salesforce and Mixpanel
Log outbound messages in analytics
Whenever a new outbound message is sent in Salesforce, Zapier tracks that event in Mixpanel. This creates a unified view of customer support activities and enables data-driven decisions for improving response efficiencies.
Customer Support OpsSync closed opportunities to product analytics
When a Salesforce opportunity is closed, Zapier sends the data to Mixpanel by creating or updating the corresponding user profile. It ensures your product and marketing teams can analyze customer behavior right after conversion, streamlining feedback loops and boosting customer insights.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
