Salesforce + Mixpanel + Hubspot CRM integration

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

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Marketing Automation ideas to integrate Salesforce, Mixpanel and Hubspot CRM.

New HubSpot CRM Contact to Check Salesforce Campaign Member Status to Send Mixpanel Event

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HubSpot CRM Contact Field Match 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 Send Mixpanel Event to Update Salesforce Field

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Mixpanel Event to Assign Salesforce Lead to Update HubSpot Contact Field

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Salesforce Campaign Trigger to Update HubSpot Contact Field to Send Mixpanel Event

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Mixpanel Event to Update Salesforce Field to Update HubSpot Contact Field

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Salesforce Campaign Trigger to Send Mixpanel Event to Update HubSpot CRM Deal Stage

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Mixpanel Event to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Add Salesforce Task to Send Mixpanel Event

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New HubSpot CRM Contact to Send Mixpanel Event to Create Salesforce Opportunity

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New HubSpot CRM Contact to Send Mixpanel Event to Update Salesforce Field

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Mixpanel Event

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Mixpanel Event to Update Salesforce Field to Send Mixpanel Event

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HubSpot CRM Deal Stage Match to Check Salesforce Field to Send Mixpanel Event

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Mixpanel Event to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

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Mixpanel Event to Add HubSpot CRM Deal to Create Salesforce Opportunity

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Mixpanel Event to Assign Salesforce Lead to Group to Update HubSpot Contact Field

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Salesforce Field Changed to Send Mixpanel Event to Update Salesforce Field

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Group to Send Mixpanel Event

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Showing 20 journey ideas for Salesforce, Mixpanel and Hubspot CRM

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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Mixpanel integration and the Hubspot CRM 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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.

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 Hubspot CRM.