How it works
Follow these 2 simple steps to start syncing HubSpot contacts to Mixpanel profiles automatically
Contact Created
Contact Created
Set Profile Properties
Set Profile Properties
Make it your own
Customize this workflow even further:
Sync additional HubSpot properties
Expand the $set_once array to include additional contact properties like company, phone, lifecycle stage, or custom fields from HubSpot, creating richer Mixpanel profiles for more granular analytics segmentation.
Use $set instead of $set_once for updates
Change the Mixpanel operation from $set_once to $set if you want to continuously update profiles with current HubSpot data rather than preserving original values, enabling profiles that reflect current contact state.
Add company/account data
Include steps that retrieve HubSpot company data associated with the contact and add company properties to the Mixpanel profile, enabling account-level analytics for B2B product analytics.
Sync in both directions
Create a companion workflow triggered by Mixpanel events that updates HubSpot contact properties, enabling bidirectional sync where product usage data flows back to your CRM for sales context.
Frequently asked questions
What's the difference between $set and $set_once?
$set_once only sets properties if they don't already exist on the profile, preserving original values. $set overwrites existing values with new data. This workflow uses $set_once to preserve the original contact creation date and initial contact information, even if the workflow runs multiple times for the same contact.
Will this sync existing HubSpot contacts or only new ones?
This workflow only syncs contacts created after you activate it. To sync existing contacts, you'd need to create a separate one-time workflow that retrieves all HubSpot contacts and processes them in batch, or export contacts and trigger the workflow manually.
Can I filter which contacts sync to Mixpanel?
Yes, add a filter step between the trigger and Mixpanel action that checks contact properties like lifecycle stage, list membership, or custom fields, then only proceed for contacts meeting your criteria (like "lifecycle_stage equals 'customer'").
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.
Ready to start syncing HubSpot contacts to Mixpanel profiles automatically?
Join thousands who've automated their work and saved an average of 3.5 hours every week.
Start with this template — It's free7-day free trial • 4 min setup • Cancel anytime
