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How to connect SugarCRM with Mixpanel

Connect SugarCRM to Mixpanel with LeadsBridge

SugarCRM » Mixpanel

In this article, you'll learn how to set up the bridge and connect SugarCRM to Mixpanel 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 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

Step 1: Bridge's Main information

  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 SugarCRM as the source for your bridge
  4. Choose Mixpanel as the destination
  5. Click on the Next button

Step 2: Setup your SugarCRM source

  1. Type in the name you'd like to call your integration
  2. Enter URL, Username, Password and API Version to connect your SugarCRM with LeadsBridge
  3. Enter your SugarCRM Username and Password.
  4. Enter the API URL (the installation URL where you access to SugarCRM) and Select the API Version (v10 recommended)
  5. Select the segment you'd like to use as the source for your leads
  6. Click on the Next button

Step 3: Setup your Mixpanel destination

  1. Type in the integration's name in the dedicated field
  2. Enter API Secret and Access Token to connect Mixpanel with LeadsBridge
  3. 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)
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. 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
  7. Click on the Next button

Step 4: Fields Mapping

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 Mixpanel.

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

  • Check each of the Mixpanel fields available
  • Match the information you wish to pass along from SugarCRM
  • 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
  5. The field will appear above
  6. 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.

Step 5: Test

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

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from SugarCRM to Mixpanel with LeadsBridge, do not hesitate to contact our Support!