PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
Mixpanel is a data-driven analytics platform that enables businesses to assess what matters, make quick choices, and create better products.
Want to explore pipelinedeals + Mixpanel quick connects for faster integration? Here’s our list of the best pipelinedeals + Mixpanel quick connects.Explore quick connects
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Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
Create a new profile or update properties of an existing profile.
Send an Event to Mixpanel.
Mixpanel is a company that provides a top for tracking the behavior of users. It specializes in providing insights on how potential customers interact with a company’s site, product or service. They are a real-time mobile and web analytics platform. They also offer a variety of integrations to help track and record user behavior. These integrations include Google Analytics, Salesforce, Zendesk, Stripe, Twilio, Twitter, Facebook, and many more. There are more than 30 million registered users of Mixpanel, including companies like Uber, Airbnb and Slack.
Pipelinedeals is a SaaS application that helps small businesses manage their daily tasks efficiently. It’s designed to free up time for small business owners and sales teams so they can focus on making more money. Pipelinedeals has over 300,000 users and helps companies increase revenue by 20%.
Pipelinedeals was built with Mixpanel from day one. As of this writing, Pipelinedeals integrates with Mixpanel using two different types of reports. Segmentation and Cohort Analysis. A Mixpanel report will be created automatically after you install Pipelinedeals on your website. This report is actually called “Purchase Flow Report”. It contains information about each person who visits your website and then makes a purchase.
The “Purchase Flow Report” contains:
First Visit – the first visit a person made to the product page. This visit is when the person looked at the product page but didn’t make a purchase. Visit Type – this shows what type of visit a person made. We’ll get back to this below. Visitor ID – this directs you to the visitor’s Mixpanel profile. You can learn more about this person through their profile. First Visit Date – when the first visit happened. First Visit Time – when the first visit happened (hour/minutes. Purchase – shows whether or not a person made a purchase on the website. If the person did not make a purchase, it will show N/A instead of Yes or No. Purchase Amount – shows how much the person spent during their first visit to the website. Referrer – shows where the person came from before visiting the website. This might be an ad or social media channel. First Visit Reason – shows why the person visited your website for the first time. For example, it might be because they received an email or saw an ad on social media. And finally, there is an “Add to report” link that allows you to add this person to a new Mixpanel report.
Segmentation. Provides insight into how visitors behave differently based on certain conditions and characteristics. For example, if your goal is to track purchases above $500, then you would create a segment with a condition of >$500 and also select “Purchase Amount” as your dimension; thus, only showing people who purchased more than $500. Cohort Analysis. Shows how different cohorts behave differently over time. For example, if you want to know how people who have been using your service for 12 months behave differently than those who have used your service for 6 months; then you would create a cohort with “Time Since First Visit” as your dimension; thus, only showing people who have been using your service for 12 or 6 months, respectively.
In addition to being easy to set up and use, there are several benefits to integrating Pipelinedeals with Mixpanel:
Better User Behavior Tracking – since Pipelinedeals is built with Mixpanel; you don’t need to add any extra code or workarounds to get better user behavior tracking on your website. This saves you time and costs. Better Purchasing Behavior Tracking – since Pipelinedeals is built with Mixpanel; you don’t need to worry about losing users when they go through multiple pages while browsing your website before making a purchase (the traditional way of doing things. In addition, Pipeliningeals allows you to create segments based on some visitor characteristics (like first visit date), which makes it easier for you to track purchasing behaviors differently based on these conditions and characteristics. Smart Tag Set – in addition to having access to all 30+ different smart tags that come with Pipeliningeals (like Facebook Pixel, Google Tag Manager, Hotjar etc.), you can also use all of the smart tags that come with Mixpanel (like Google Analytics Tag Manager etc.. This gives you an advantage because now you can use all 70+ smart tags available with Pipeliningeals PLUS all 30+ smart tags available with Mixpanel; meaning, more combinations! Advanced Dynamic Segments – smart tags in Mixpanel allow you to create dynamic segments based on visitor’s behavior (for example. anyone who visited Product A AND B but didn’t purchase either product. Using advanced dynamic segments in Pipeliningeals is optional but very helpful in developing intelligent marketing campaigns; for example, sending people who visited your website but didn’t buy any products an email offering them a discount if they purchase within the next 48 hours. Branch Discounting – since Pipeliningeals is built with Mixpanel; you can do “branch discounting” on your website using discount codes; for example, visitors who view Product A can receive 10% off if they enter discount code ABC12345; while visitors who view Product B can receive 20% off if they enter discount code XYZ1234 etc., rather than giving everyone one discount (such as 10% off regardless of what products they viewed. Create Custom Metrics – since Pipeliningeals is built with Mixpanel; you can create custom metrics that are not available in other products like Google Analytics (for example. peak sales hour. With custom metrics in Pipeliningeals, you can track how people behave differently during their peak sales hour vs. outside their peak sales hour; such as spending more money when their peak sales hour occurs vs spending less money when their peak sales hour doesn’t occur etc.. Real-time Data – since Pipeliningeals is built with Mixpanel; it automatically updates your reports every 5 minutes so you can always see the latest data (rather than waiting 24 hours like most other tops); this helps you make better decisions faster! Easy-to-Use Dashboard – Pipeliningeals comes with an easy-to-use dashboard that shows data from ALL THREE MIXPANEL REPORTS (Purchase Flow Report, Segmentation Report, Cohort Analysis Report. This means you don’t need to go into another dashboard just to see data from a specific report; moreover, you don’t even need to know how to use another dashboard to see data from a specific report (unless you want to see data from a specific report in real-time. The easy-to-use dashboard shows data from three different reports because it allows you to see how different visitors behave differently based on their gender, age or location (whether they live in California or New York. etc., which helps you make better marketing decisions based on where your ideal customers are located (either California or New York or Florida etc.)! Easy-to-Use Analytic Reports – Pipeliningeals comes with easy-to-use analytic reports that work like PowerPoint slides (they have titles at the top and sub-headers below. so you can quickly find whatever information you are looking for without having to go into a separate dashboard or even know how to use another dashboard! In addition, these reports can be printed out for offline viewing or attaching them in emails for offline viewing via mobile devices! In addition, these reports are very easy to edit so you can customize them however you want! For example, some reporting software offers an option called “Active Users” which simply adds up all unique visitors that come to your website during a period of time (e.g., 1 week. However, Pipeliningeals offers an option called “Active Users w/ Return Rate” which takes those same unique visitors + adds up how many times they returned during that same period of time! This helps give you deeper insights into how visitors behave differently depending on whether they are repeat visitors or new visitors! In addition, you can get data from ANY DATE OR PERIOD OF TIME that you want! For example if I wanted data from January 1st to June 30th 2015 but January 1st happened to be Sunday; then I could still get this data because I could manually set
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