Connect Mixpanel to SMS Notification with LeadsBridge

1. Head over to the left sidebar and click on Bridges
2. You'll be taken to the Bridges section of your account
3. Click on the Add New button
4. You'll be taken to the first step of the bridge creation

1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
2. You may add labels to help you identify your bridge later
3. Choose Mixpanel as the source for your bridge
4. Choose SMS Notification as the destination
5. Click on the Next button

1. Type in the name you'd like to call your integration
2. Enter API Secret and Access Token to connect your Mixpanel with LeadsBridge
4. 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:( OPEN LINK)
5. Click on the Next button

1. Type in the integration's name in the dedicated field
2. Enter Send SMS from to connect SMS Notification with LeadsBridge
4. • "Send SMS from" is the sender's phone number of your SMS notifications.
     It may be your phone number or your company phone number, something recognizable when receiving the SMS.
   DISCLAIMER: if the receiver number is from the US or Canada, the sender's phone number will not be visible in accordance with their national legislation.
5. • "Agents List (SMS Numbers)" is the field where the phone numbers to notify should be added.
     You may enter only your phone number if you're the only receiver, or you may add a list of phone numbers along with names if you'd like to send SMS to different agents. Adding names will be useful to recognize the receiver later, inside the bridge settings.
6. Please remember that all phone numbers should be written with the +CAT format, as per the example below.
   
7. Click on the Next button
8. You'll now be able to select the destination segment to send your leads to
9. 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
10. Click on the Next button

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on SMS Notification.

Underneath there's a box where you may add the information you'd like to send.

• Check each of the SMS Notification fields available
• Match the information you wish to pass along from Mixpanel
• You may type the information manually and pass them as a static value
• Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
• You may also leave blank the box of a field's information you don't want to send through

Custom Fields

1. If you'd like to add more fields, just look at the bottom of the page
2. Head over the "Don't find a CRM custom field?" box
3. Select the field you'd like to add from the dropdown list
4. Click the Add Custom Field button
6. The field will appear above
7. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

1. To create a new test lead, fill in the required information when prompted
2. Click Test Now
3. To test with a real lead, switch the toogle to "Test with existing lead".
4. Click Sync Now along the lead you'd like to send
5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
6. Click Finish to save your settings and turn active your bridge