Integration

Connect Freshworks CRM to Mixpanel

When something happens in Freshworks CRM, your agent does the next thing in Mixpanel. Describe it in plain language and the automation is built, tested on every branch and kept running.

Freshworks CRM6 triggersFreshworks CRM17 actionsMixpanel10 actions

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What do you want Freshworks CRM and Mixpanel to do together?

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Triggers and actions 6 triggers · 27 actions

Trigger
New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
Trigger
New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
Trigger
New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
Trigger
New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
Trigger
New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
Trigger
New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
Action
Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
Action
Create Account
Creates a new sales account in Freshworks CRM.
Action
Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
Action
Create Contact
Creates a new contact in Freshworks CRM.
Action
Create Deal
Creates a new deal in Freshworks CRM.
Action
Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
Action
Find Account by Name
Looks up a sales account by name using the lookup endpoint.
Action
Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
Action
Find deal by custom field
Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
Action
Find deal by name
Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
Action
Find deal stage by name
Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs.
Action
Find pipeline by name
Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs.
Action
Get Account
Retrieves a sales account by ID in Freshworks CRM.
Action
Get Contact
Retrieves a contact by ID in Freshworks CRM.
Action
Get Deal
Retrieves a deal by ID in Freshworks CRM.
Action
Update Contact
Updates an existing contact by ID in Freshworks CRM.
Action
Update Deal
Updates an existing deal by ID in Freshworks CRM.
Action
Create Annotation
Creates an annotation on the Mixpanel project, marking a date and time in reports with a note explaining what happened.
Action
Delete Annotation
Deletes an annotation from the Mixpanel project, removing its marker from reports.
Action
Download Raw Event Data
Downloads raw Mixpanel events for a date range as newline-delimited JSON, with every event property exactly as it was received.
Action
Get Annotation
Returns one annotation from the Mixpanel project, with its date, description and tags.
Action
Get Variant Assignments
Evaluates every enabled Mixpanel feature flag for one user and returns the variant that user is assigned to for each flag.
Action
Import Events
Sends a batch of events to Mixpanel from your own systems, including historical ones, so they appear in reports.
Action
List Annotations
Returns the annotations in the Mixpanel project, optionally limited to a date range.
Action
Query Profiles
Returns Mixpanel user or group profiles matching a filter, each with its distinct id and full property set.
Action
Track Event
Records a single event in Mixpanel for one person, with the time it happened and any properties you supply.
Action
Update Annotation
Updates an existing annotation's text or tags in the Mixpanel project.

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The other way round: Mixpanel to Freshworks CRM