Salesforce and Mixpanel integration + automation

Salesforce and Mixpanel integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Mixpanel connectors, which can connect to any service without the need for separate integration tools.

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Mixpanel
Integrations

Rapid Salesforce + Mixpanel integrations

Seamlessly equip your sales teams with in-depth product analytics to win more customers with rapid Salesforce + Mixpanel integrations. Our low-code, 100% visual interface makes it easy for anyone to bi-directionally sync Salesforce + Mixpanel with any tool or data source, without relying on IT support. You can connect with email, webhooks, FTP, flat files (such as CSVs), and all of your cloud-based tools, even using data from custom fields.

Need Salesforce + Mixpanel connectors to sync product usage and performance data with sales outreach to boost retention rates? You can use our drag-and-drop builder to rapidly design custom integrations that make your sales reps knowledgeable, engaging, and attuned to customer needs. Connect your entire tech stack to foster data-driven customer engagement across all your teams.

Auto-flow mission-critical product usage data across your sales teams to boost renewals with robust, multi-step Salesforce + Mixpanel automation. Any business user can build custom, automated workflows that promote targeted sales and support engagement, drive strategic alignment between sales and product teams, and make data sharing and analysis swift, easy, and efficient.

Salesforce and Mixpanel Connector Details

Salesforce logo

Salesforce

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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Mixpanel

Mixpanel

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UsesMarketing
CategoryAds and Analytics
Triggers
Incoming mixpanel data
Connector TypeTray Connector
Operations
Batch import eventsBatch profile updateClear chargesCount eventsCreate or update profileDelete profileGet profileGroup profile updateImport eventList event namesSet aliasTrack charge
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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