Salesforce + Mixpanel + Close.io integration

Use Autopilot to create journeys that use the Salesforce, Mixpanel and Close.io integrations.

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Marketing Automation ideas to integrate Salesforce, Mixpanel and Close.io.

New Close.io Event to Send Mixpanel Event to Assign Salesforce Lead to Group

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Salesforce Field Changed to Assign Close.io Lead to Send Mixpanel Event

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Salesforce Campaign Trigger to Check Close.io Field to Send Mixpanel Event

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Mixpanel Event to Create Salesforce Opportunity to Create Close.io Opportunity

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Mixpanel Event to Assign Close.io Lead to Create Salesforce Opportunity

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Mixpanel Event

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Mixpanel Event to Check Salesforce Field to Assign Close.io Task

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Close.io Opportunity Status Change to Update Salesforce Field to Send Mixpanel Event

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Close.io Opportunity Status Change to Add Salesforce Task to Send Mixpanel Event

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Mixpanel Event to Add Salesforce Task to Update Close.io Opportunity Stage

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Salesforce Field Changed to Check Close.io Field to Send Mixpanel Event

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Mixpanel Event to Assign Salesforce Lead to Group to Assign Close.io Task

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Mixpanel Event to Assign Salesforce Lead to Update Close.io Opportunity Stage

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New Close.io Event to Send Mixpanel Event to Create Salesforce Opportunity

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Mixpanel Event to Update Close.io Field to Assign Salesforce Lead to Group

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Close.io Field Change to Check Salesforce Field to Send Mixpanel Event

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Mixpanel Event to Check Close.io Field to Assign Salesforce Lead

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Salesforce Field Changed to Send Mixpanel Event to Set Salesforce Campaign Member Status

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New Close.io Event to Check Salesforce Campaign Member Status to Send Mixpanel Event

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Salesforce Campaign Trigger to Send Mixpanel Event to Update Close.io Opportunity Stage

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Showing 20 journey ideas for Salesforce, Mixpanel and Close.io

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About the Mixpanel integration

Mixpanel is the most advanced analytics platform for mobile & web. It helps businesses grow by helping them understand how their users behave and use their products by tracking actions people take rather than page views. Mixpanel's mission is to help the world learn from its data.

About the Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Mixpanel integration and the Close.io integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Mixpanel Event
Starts a journey when a Mixpanel Event occurs.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Send Mixpanel Event
Send a Mixpanel Event.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Mixpanel and Close.io.