πŸ“Š

Mixpanel

Native

Send EmacronAI CRM CRM and communication events directly to Mixpanel for product analytics β€” track lead funnels, deal conversion rates, campaign performance, and OTP success rates.

Tip: If you also want GA4, Amplitude, or Intercom, consider connecting Segment instead β€” one Segment connection distributes to all of them.

Setup

  1. 1

    Get your Mixpanel project token

    In Mixpanel β†’ Settings (top right) β†’ Project Settings β†’ copy the Project Token. This is NOT the API Secret β€” it's the shorter token used for event ingestion.

    a1b2c3d4e5f6789012345678
    Open Mixpanel β†’
  2. 2

    Connect in EmacronAI CRM

    Settings β†’ Integrations β†’ Mixpanel β†’ paste your Project Token β†’ click Connect β†’ click "Send test event".

    Open Integrations settings β†’
  3. 3

    Verify in Mixpanel Live View

    In Mixpanel β†’ Activity Feed (or Events) β€” you should see an "Integration Test" event appear within 30 seconds of clicking "Send test event".

Events sent to Mixpanel

EventPropertiesTrigger
Lead Createdsource, name, statusNew lead added to CRM
Deal Wontitle, value, currencyDeal marked as Won
Deal Losttitle, valueDeal marked as Lost
Campaign Sentchannel, recipient_countCampaign dispatch completes
OTP Sentchannel, providerOTP send API called
OTP Verifiedchannel, providerOTP successfully verified
Contact CreatedsourceNew contact created
Booking Createdtype, dateNew booking made via calendar

Mixpanel vs Segment β€” which should I use?

Mixpanel directVia Segment
Setup time2 min5 min
DestinationsMixpanel only400+ tools (GA4, Amplitude, Intercom…)
Data warehouseβŒβœ… BigQuery, Snowflake, Redshift
Best forYou only need MixpanelYou want multiple analytics tools

Troubleshooting

Events not appearing in Mixpanel

Make sure you copied the Project Token, not the API Secret. The token is shorter (~22 chars). Check Mixpanel β†’ Settings β†’ Project Settings.

Test event appeared but real events are not showing

Real events fire asynchronously β€” they may take up to 60 seconds to appear in Mixpanel's Activity Feed. Check the Live Events view, not the dashboard (which has a 24h delay).

Want to track website visitors too?

EmacronAI CRM only sends server-side CRM events. To track website visitors, add Mixpanel's JS snippet to your website separately.