?>

Mixpanel + Odoo CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Mixpanel and Odoo CRM

About Mixpanel

Mixpanel provides product analytics for understanding user behavior in apps & websites. Build better products faster with instant insights.

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
Odoo CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Airtable Airtable
  • Podio Podio
  • Odoo ERP Self Hosted Odoo ERP Self Hosted
Connect Mixpanel + Odoo CRM in easier way

It's easy to connect Mixpanel + Odoo CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create or Update Profile

    Create a new profile or update properties of an existing profile.

  • Track Event

    Send an Event to Mixpanel.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Mixpanel & Odoo CRM Integrations Work

  1. Step 1: Choose Mixpanel as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Mixpanel with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Odoo CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Odoo CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Mixpanel and Odoo CRM

Introduction:

Mixpanel is an analytics service that cplects, visualizes and reports on user activity in web and mobile apps. Mixpanel’s features include user segmentation, cohort analysis, funnel reporting, A/B testing, and real-time statistics. Mixpanel allows developers to create custom events to track user interactions with each feature of their app. For instance, the company’s website uses Mixpanel to cplect data about users who visit different pages on its site. This helps it understand how users interact with the site and what actions they take, allowing the company to make changes that improve its site for future visitors.

Odoo CRM is a customer relationship management (CRM. software package; it is offered in three editions. Community Edition (CE), Professional Edition (PE), and Enterprise Edition (EE. It was developed by Odoo S.A., a privately held French software company based in Paris, France. Odoo S.A. also develops Odoo Enterprise, Odoo Online, Odoo Manufacturing, Odoo e-Commerce, Odoo Web Shop, Odoo Development Kit, Odoo Knowledge Base and Odoo Gpd.

Odoo CRM manages sales leads, customers, order processing, support tickets, marketing campaigns, sales force automation, mass mailings, quotes, invoicing and reporting. The product is available over the web via subscription or on-premises. It is available in more than 35 languages and supports multiple currencies for global businesses.

Integration of Mixpanel and Odoo CRM:

In this section we will discuss how Mixpanel can be integrated with Odoo CRM. There are several ways to integrate Mixpanel with Odoo CRM platform. We can use our own code to integrate them or we can buy a readymade plugin from the open source community. In this section we will discuss both integration methods. We will show you how to do integration using our own code and then we will discuss a readymade plugin called mixodoo module for Odoo CRM from the open source community.

Our Own Code Integration With Mixpanel:

In this section we will show you how to integrate Mixpanel with Odoo CRM using our own code. In order to demonstrate the integration we will create a simple demo application that has a form in which user can add his name and email id. After adding the data he will hit submit button and will see a thank you message from Odoo CRM platform. Now when we hit submit button in the form we will send our name and email id to Mixpanel so that Mixpanel can add these details in its database. In this way we will get all the data stored in Mixpanel database along with data stored in Odoo CRM platform without any extra effort from our side.

Let’s start with creating a new application in Odoo CRM platform. For this go to Apps >> Create Apps and then select ‘New App’ option from the drop down list and give a name to your app. This will create a new app in your Odoo platform called ‘Hello World’ app:

Now we need to create a new model in our Odoo platform for managing data related to Mixpanel:

Go to Apps & Modules >> click on your app >> click on Mains Module tab >> then click on ‘Create Model’ button:

This will open a new window where we need to specify Model Name and Model fields:

Model Name. Name of Model should be unique within your Odoo installation otherwise it will throw an error while creating this model. Model Fields. Select ‘Single Line Text Field’ for all fields other than api_key field. Enter ‘api_key’ for api_key field:

Click on ‘Create Model’ button after giving all the information:

It will create our model with 4 fields. Now we need to enter Mixpanel API key in our model so that data can be sent to them by clicking on submit button in our form. We have to provide our Mixpanel API key through ‘api_key’ field of our model so that it can be sent to Mixpanel every time whenever the data is submitted through the form in our application:

Now Go to Apps & Modules >> click on your app >> then click on Mains Module tab >> find ‘Hello World’ model >> then click on ‘Edit’ link of ‘Mixpanel’ field of our model:

This will open a new window where we can enter our Mixpanel API key:

After saving the changes it will look like this:

Now let us create an app form in our application where user can enter his name and email address and submit it through the form:

Go to Apps & Modules >> click on your app >> then click on Forms tab >> then click on ‘Create Form’ button:

This will open a new window where we need to specify form name, form layout, fields of our form, label text for fields of our form etc.. Fill in all the fields as fplows. Form Name. Form Layout. Form Fields. Label Texts. Then click on ‘Create Form’ button. It will create our form with 3 fields. Now let us create a new view for our form so that user can see it after creating this form. Go to Apps & Modules >> click on your app >> then click on Views tab >> then click on ‘Create View’ button. It will open a new window where we need to specify view name etc.. Fill in all the fields as fplows. View Name. Layout Fixation Method. Show Title Bar. Show Topbar. Show Sidebars. Show Header Area. Show Footer Area. Hide Buttons at Bottom of Page. Show Buttons at Bottom of Page. Label Texts of Buttons at Bottom of Page. Then click on ‘Create View’ button. It will create our view with two buttons at bottom of page which are used for hiding/showing headers/footers/buttons at bottom of page etc.. Now let us create some views for our form so that user can see it after clicking on ‘Views’ link of our form under ‘Forms’ section of our application. Go to Apps & Modules >> click on your app >> then click on Views tab >> then click on ‘Create View’ button. It will open a new window where we need to specify view name etc.. Fill in all the fields as fplows. View Name. Layout Fixation Method. Show Title Bar. Show Topbar. Show Sidebars. Show Header Area. Show Footer Area. Hide Buttons at Bottom of Page. Show Buttons at Bottom of Page. Label Texts of Buttons at Bottom of Page. Then click on ‘Create View’ button. It will create our view with two buttons at bottom of page which are used for hiding/showing headers/footers/buttons at bottom of page etc.. Now let us create some views for our form so that user can see it after clicking on ‘Views’ link of our form under ‘Forms’ section of our application. Go to Apps & Modules >> click on your app >> then click on Views tab >> then click on ‘Create View’ button. It will open a new window where we need to specify view name etc.. Fill in all the fields as fplows. View Name. Layout Fixation Method. Show Title Bar. Show Topbar. Show Sidebars. Show Header Area. Show Footer Area. Hide Buttons at Bottom of Page. Show Buttons at Bottom of Page. Label Texts of Buttons at Bottom of Page. Then click on ‘Create View’ button. It will create our view with two buttons at bottom of page which are used for hiding/showing headers/footers/buttons at bottom of page etc.. Now go back to Apps & Modules >> click on your app >> then click on Views tab >> find your app survey view under Views section and click on it once to open it again so that we can configure it as fplows. This view is used for showing survey questions and answers related to any survey created in our application. Now let us edit this view as fplows because we need some configuration here as well (we need to remove Question and Answer sections from this view). You can see that I have removed Question and Answer sections from this view because I don’t want those sections in my survey view because I am not going to set up survey questions and answers here but I want those sections

The process to integrate Mixpanel and Odoo CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.