Salesforce + Mixpanel + Email integration

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

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Marketing Automation ideas to integrate Salesforce, Mixpanel and Email.

Mixpanel Event to Assign Salesforce Lead to Send Mixpanel Event

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Mixpanel Event to Send Email to Set Salesforce Campaign Member Status

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Mixpanel Event to Send Email to Create Salesforce Opportunity

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Mixpanel Event to Send Mixpanel Event to Add Salesforce Task

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Mixpanel Event to Check Salesforce Field to Send Email

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Mixpanel Event to Create Salesforce Opportunity to Send Mixpanel Event

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Salesforce Field Changed to Send Mixpanel Event to Send Email

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Salesforce Campaign Trigger to Send Mixpanel Event to Send Email

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Salesforce Campaign Trigger to Check Salesforce Field to Send Mixpanel Event

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

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Mixpanel Event to Add Salesforce Task to Send Mixpanel Event

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Mixpanel Event to Check Salesforce Field to Send Mixpanel Event

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Mixpanel Event to Assign Salesforce Lead to Send Email

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Email Activity to Send Mixpanel Event to Create Salesforce Opportunity

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Mixpanel Event to Create Salesforce Opportunity to Send Email

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Salesforce Campaign Trigger to Send Mixpanel Event to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Mixpanel Event

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Mixpanel Event to Assign Salesforce Lead to Group to Send Email

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Mixpanel Event to Check Email Status to Assign Salesforce Lead

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Mixpanel Event to Check Email Status to Add Salesforce Task

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Showing 20 journey ideas for Salesforce, Mixpanel and Email

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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Mixpanel integration and the Email 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.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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 Email.