Define collection
Specify event names, required properties and business timestamps in a tracking plan.
- Receives
- Product interaction
- Produces
- Validated event contract
Mixpanel integration.
Connect product interaction data to account understanding, lifecycle analysis and marketing decisions.
Let’s connectProduct behavior connected through deliberate identity
Agree what events mean and how users are identified before using product activity in a commercial workflow.
Resolve identity
Choose the supported identity model and use the endpoint appropriate to the project’s region.
- Receives
- User and device context
- Produces
- Consistent behavioral identity
Connect account context
Export or query approved signals at the required grain and map them to CRM account references.
- Receives
- Behavioral data and account membership
- Produces
- Evidence based lifecycle signal
Step 1 of 3
Inspect the data contract.
Select a field to examine its owner, permitted changes and conflict handling. Clear ownership keeps updates consistent across systems.
| Field or object | Accountable owner | Mapping and control |
|---|---|---|
| Product analytics | Includes the action and required properties. | |
| Product implementation | Follows the chosen project identity behavior. | |
| Data owner | Determines the appropriate API endpoint. |
Resolve the important decisions.
User and account grain
Account signals need a reliable membership model. A user identifier alone cannot establish commercial account ownership.
Historical corrections
Plan how event schema or identity changes affect existing analyses before changing collection.
Validate before handover.
Select the scenarios to discuss with your implementation team.
0 of 3 selected
Test an example workflowPlatform documentation
A connection with a clear purpose.
Ingestion, query or export APIs selected for the data flow and project region.
We begin by identifying the business process this connection supports. Source ownership, permissions and the expected update behavior are documented before data starts moving.
The data behind the workflow.
EventsUser profilesEvent propertiesData definitions
Object and field availability depend on the platform edition, API permissions and the agreed use case. Mapping defines which system owns each value and how changes are reconciled.
Decisions worth making early.
Scope & access
Use the correct endpoint for the project’s data residency.
Data & behavior
Agree identity resolution and event definitions before linking product behavior to CRM records.
From mapping to a maintainable connection.
Discover the workflow
Agree the trigger, source of truth, receiving system and the person accountable for exceptions.
Validate the contract
Confirm permissions, object mappings, identifiers, consent and API behavior using a representative test environment.
Test real scenarios
Exercise expected updates, duplicates, missing data, access failures and vendor rate limits.
Document and enable
Hand over field mappings, credentials ownership, monitoring guidance and recovery procedures.
The engineering detail.
Read the contracts, controls and failure behavior behind a maintainable implementation.
What could work better, together?
Tell us where your operations are today. We’ll help you see what comes next.