We are using Hubspot CRM in combination with our own database to keep track of all kinds of “Deal properties”. For some of these properties, it would be nice to be able to see them in Mixpanel in our people properties. In our use case: we would like to sync the property “requested financing amount” from or deal property in hubspot to our Mixpanel people property.
We've tried to do this with Zapier, using the “New Deal in Stage” trigger from hubspot, and then the “Create or Update profile in Mixpanel” action.
However, in the Mixpanel action, we have to define the distinct_id of the user. We don't want to create a new user, since that would mean we lose the previous data we have on that user on our website, which is also valuable. But, we don't have Mixpanel's distinct_id in our Hubspot deal properties, or anywhere else in Hubspot.
We think that the following solution might work:
- Sync mixpanel distinct_id to hubspot deal at the moment of sign-up/some other identify event.
- Now the hubspot deal contains a property with the distinct_id, we can use this distinct_id to tell Zapier to sync the correct Mixpanel property.
However, this would require some additional code in our platform, which we would like to avoid if possible.
Are we missing an obvious easy fix? Anyone else who has dealt with a similar use case?
Help is much appreciated! Thanks in advance :)