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How to connect Mixpanel with Real Estate Webmasters

Connect Mixpanel to Real Estate Webmasters with LeadsBridge

Mixpanel » Real Estate Webmasters

In this article, you'll learn how to set up the bridge and connect Mixpanel 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 Mixpanel as the source for your bridge
  2. Choose Real Estate Webmasters 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 Mixpanel with Real Estate Webmasters

Step 2.A: 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.B: 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.C: Setup your Real Estate Webmasters integration

  1. Click on Connect Real Estate Webmasters
  2. Click on Create new integration to connect your Real Estate Webmasters (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Real Estate Webmasters integration
  4. Fill URL, API Key field to connect Real Estate Webmasters with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Real Estate Webmasters 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 Real Estate Webmasters is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for Real Estate Webmasters

How to get URL, API Key

The URL is your REW Website URL. This will be where LeadsBridge interacts with your Website CRM via the API.

To locate your API Key in your Real Estate Webmasters account, please follow these steps:

1. Log into your REW site by navigating to your site URL, with "/backend" appended to the end. For example, if your site was "mysite.com" you would navigate to "www.mysite.com/backend"
2. Click the 'triple bar' in the upper right corner, and select Settings
3. Select API on the left side
4. Copy the API Key under Default Application, or create a new application and copy its API key.

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 Mixpanel information with your Real Estate Webmasters fields.

  1. You will have Real Estate Webmasters fields on the left. Match the information you wish to pass align from Mixpanel
  2. Based on Real Estate Webmasters 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:

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