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Capsule CRM + ChartMogul

Create ChartMogul customers from new or updated Capsule CRM contacts

Easily keep your Capsule CRM contacts in sync with your ChartMogul customers using this automation. When a new or updated contact occurs in Capsule CRM, a customer will be created in ChartMogul, ensuring your customer data is up-to-date across both platforms. Save time and maintain accurate records with this seamless workflow.

Easily keep your Capsule CRM contacts in sync with your ChartMogul customers using this automation. When a new or updated contact occurs in Capsule CRM, a customer will be created in ChartMogul, ensuring your customer data is up-to-date across both platforms. Save time and maintain accurate records with this seamless workflow.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    ChartMogulChartMogul
    Create a Customer

    Create a customer profile in the target data source

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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chartmogul logo

About ChartMogul

ChartMogul helps you measure, understand and grow your subscription business.

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