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How to connect Collect.chat - Classic with Mixpanel

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Connect Collect.chat - Classic to Mixpanel with LeadsBridge

Collect.chat - Classic » Mixpanel

In this article, you'll learn how to set up the bridge and connect Collect.chat - Classic to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge green button
  2. You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

  1. Choose Collect.chat - Classic as the source for your bridge
  2. Choose Mixpanel as the destination for your bridge
  3. Click on the Continue button
  4. At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your Collect.chat - Classic with Mixpanel

Step 2.A: Setup your Collect.chat - Classic integration

  1. Click on Connect Collect.chat - Classic
  2. Click on Create new integration to connect your Collect.chat - Classic (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Collect.chat - Classic integration
  4. Fill URL, Access Secret field to connect Collect.chat - Classic with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Collect.chat - Classic and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Collect.chat - Classic is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for Collect.chat - Classic

How to get URL, Access Secret

To send your lead attributes, you should set up the webhook provided by LeadsBridge in the bot settings. Follow these steps:
- Login to Collect.chat
- Select the chatbot that has to be integrated
- Goto Settings > Integration
- Enter the webhook endpoint URL provided by LeadsBridge
- Add short keys for your questions
- Click the big "Send Test Signal" button
- Head back to LeadsBridge and check if your test data have been set properly.

Other Info

Collect.chat uses the Webhook feature for integrating with LeadsBridge. Each time you collect a new lead, they will send us the data through the webhook.

Step 2.C: Setup your Mixpanel integration

  1. Click on Connect Mixpanel
  2. Click on Create new integration to connect your Mixpanel (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Mixpanel integration
  4. Fill API Secret, Access Token field to connect Mixpanel with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Mixpanel and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Mixpanel is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for Mixpanel

How to get API Secret, Access Token

To find the API Secret and Access Token you need to follow these steps:
1. Click the Settings gear in the upper right-hand corner of your Mixpanel project
2. Select Project settings to see your project token for the project you’re currently viewing
3. All management options and project access keys are available in the main Overview tab
4. Copy/Paste these values into the Integration's fields

Each Mixpanel account could contain multiple Projects.

Each project has its unique routing number, which we call a specific project token. Whenever you want to send data to a specific project, you'll need to specify the project token, so we know where to insert the data.

To integrate with Mixpanel as a Source you should also insert the Webhook URL provided by LeadsBridge inside your Mixpanel account.

Check the following documentation for further information: ( Learn more)

Step 2.E: Email Receipt (Optional)

You may choose to receive an email receipt for each incoming lead.

  • Type the address(es) where you'd like to receive the receipt
  • You may also modify the Subject line of the email

Step 3: Fields Mapping

Here you'll be able to map your Collect.chat - Classic information with your Mixpanel fields.

  1. You will have Mixpanel fields on the left. Match the information you wish to pass align from Collect.chat - Classic
  2. Based on Mixpanel functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
  3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
  4. You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

  1. Click on the link Add Filter for Incoming Leads on the top left
  2. A popup wil be opened where you can configure the filter
  3. You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
  4. Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 3.B Test Connection (Optional)

Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.

Step 4: Save and Publish

  • Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources: