ChartMogul

ChartMogul Help & Support

  • How to Get Started with ChartMogul on Zapier
  • Popular Things To Do With ChartMogul
  • Common Problems with ChartMogul on Zapier

How to Get Started with ChartMogul on Zapier

To get started with ChartMogul on Zapier, first you will need to connect your ChartMogul account to use with your Zap.

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Next you'll be asked to enter your ChartMogul Account Token and Secret Key. ChartMogul account authentication

Note: You can find your Account Token and Secret Key in the Admin API settings of your ChartMogul account. Please note that you need to be an admin of the account to access this page.

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If the credentials are valid you'll be connected successfully !

Popular Things To Do With ChartMogul

Add lead sources to ChartMogul customers from HubSpot CRM leads

HubSpot CRM + ChartMogul

Try It

Add new user tags in Intercom to ChartMogul customers

Intercom + ChartMogul

Add sales representatives to ChartMogul customers from Pipedrive won deals

Pipedrive + ChartMogul

Add sales representatives to ChartMogul customers from won HubSpot CRM leads

HubSpot CRM + ChartMogul

Add new Wootric NPS scores to ChartMogul customers

Wootric + ChartMogul

Add records of MailChimp unsubscribes to ChartMogul customers

Mailchimp + ChartMogul

Common Problems with ChartMogul on Zapier

No access to ChartMogul Admin section#

If you are unable to access the ChartMogul Admin section, it means that you do not have sufficient rights. Contact the account owner or an admin of your ChartMogul account to get the Account Token and Secret Key.

Authentication failed#

If the authentication credentials that you provide are incorrect, then the account will not be connected and the following error will be shown.

Authentication failed error

Close the dialogue and enter the correct credentials to connect your account.

I want to create a new customer in ChartMogul#

Currently, ChartMogul's Zapier integration doesn't include an action to create customers. But ChartMogul has created a guide on how this is still possible, using Zapier's Webhooks: https://help.chartmogul.com/hc/en-us/articles/115000304529-How-to-use-Zapier-to-push-new-trial-customers-from-Hubspot-to-ChartMogul

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