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.

Popular Salesforce and Mixpanel integrations

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >

Uses

Marketing

Category

Ads and Analytics

Connector type

Tray Connector

Triggers

Incoming mixpanel dataShow all

Operations

Delete profile, Batch import events, Batch profile update, Clear charges, Count events, Create or update profile, Get profile, Group profile update, Import event, List event namesShow all

See documentation >
sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
Salesforce logoMixpanel logo

Salesforce + Mixpanel

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.

Popular Customer Relationship Management (CRM) and Ads and Analytics Connectors

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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