Product · Some setup
Give sales a view of how customers use the product
Sales and success teams work better when they know who is active, who is stuck and who has stopped. Sending usage groups to the CRM puts that on each contact.
Software used
Has a free plan
Has a free plan
What happens
When
A user joins a Mixpanel cohort you choose, such as "active this week" or "stopped using a key feature".
Then
- The cohort is synced to HubSpot.
- Sales can filter contacts by it, or start an email sequence.
How the tools connect
With a built-in integration. Mixpanel lists HubSpot as an integration on its website.
Set it up
Connect HubSpot in Mixpanel's integrations.
Start with one or two cohorts that someone will act on.
Agree what sales should do when a contact appears in each one.
Menus change, so these steps say what to do rather than where to click. Each company's help pages have the current screens.
Watch out for
- People are matched by email, so check that both tools use the same address.
Track these tools in My stack
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