ChartMogul Integrations

  • Add lead sources to ChartMogul customers from HubSpot CRM leads

    Integrating HubSpot CRM and ChartMogul allows you to analyze your subscription metrics, segmented based on your CRM data. Did you just win a lead in HubSpot CRM? Add the original lead source to the customer record in ChartMogul, and more easily answer questions like "Which lead source brings in the most MRR?", "What is my churn segmented by lead source?", etc.

    How It Works

    1. A lead is marked as won in HubSpot CRM
    2. Zapier adds lead source information to the customer in ChartMogul

    What You Need

    • HubSpot CRM account
    • ChartMogul account
  • Add new user tags in Intercom to ChartMogul customers

    Pushing Intercom tags to ChartMogul is useful when you want to analyze your subscription metrics segmented by customer communication. This is especially relevant when you use Intercom's Engage, Learn, or Support products. For example, if you tag users on Intercom as a churn-risk based on support conversations, you could pipe this information into ChartMogul. This will help you answer questions like "How much of my revenue is at risk of churning?", "Which customers at risk of churn currently contribute the most MRR?", etc.

    Note: This Zapier integration doesn't import tags that are already on Intercom users, only new tags after you've set it up.

    How It Works

    1. A tag is added to a user in Intercom
    2. Zapier adds the same tag to the customer in ChartMogul

    What You Need

    • Intercom account
    • ChartMogul account
  • Add sales representatives to ChartMogul customers from Pipedrive won deals

    Integrating Pipedrive and ChartMogul allows you to analyze your subscription metrics, segmented based on your CRM data. For example, when a deal is won in Pipedrive, you could add the name of the sales representative who closed the deal to the customer record in ChartMogul. This would allow you to answer questions like "Which sales rep brought in the most revenue last month?", "Customers of which sales rep had highest churn last month?", "Which sales rep gave out the most discounts?", etc.

    How It Works

    1. A new deal is marked as won in Pipedrive
    2. Zapier adds sales representative information to the customer in ChartMogul

    What You Need

    • Pipedrive account
    • ChartMogul account
  • Add sales representatives to ChartMogul customers from won HubSpot CRM leads

    By integrating HubSpot CRM and ChartMogul, you can analyze your subscription metrics segmented based on your CRM data. If a lead is won in HubSpot CRM, you cab add the name of the sales representative who closed the deal to the customer record in ChartMogul, and answer questions like "Which sales rep brought in the most revenue last month?", "Customers of which sales rep had highest churn last month?", "Which sales rep gave out the most discounts?", etc.

    How It Works

    1. A new lead is marked as won in HubSpot CRM
    2. Zapier adds sales representative information to the customer in ChartMogul

    What You Need

    • HubSpot CRM account
    • ChartMogul account
  • Add new Wootric NPS scores to ChartMogul customers

    The Net Promoter Score is important for measuring how likely your customers are to promote your product. Wootric provides a great way to measure this within your app. Integrating this data into ChartMogul allows you to analyze your subscription revenue segmented by promoters and detractors of your product.

    For example, you can answer questions like "How much MRR is tied up amongst my detractors?", "What kind of customers are promoters?", etc.

    How It Works

    1. A new response arrives for your Wootric NPS survey
    2. Zapier adds the NPS score to the customer in ChartMogul

    What You Need

    • Wootric account
    • ChartMogul account
  • Add records of MailChimp unsubscribes to ChartMogul customers

    Integrate MailChimp and ChartMogul together for times you want to analyze your subscription metrics segmented by customer communication. Say a customer unsubscribes from a mailing list, you could add this information to ChartMogul. This will help you answer questions like "What is the MRR contribution of customers who have unsubscribed?", "Which regions do most unsubscribes come from?" , etc., and in turn help you adjust your email content.

    How It Works

    1. A user unsubscribes from your MailChimp mailing list
    2. Zapier adds the unsubscription record to the customer in ChartMogul

    What You Need

    • MailChimp account
    • ChartMogul account
  • Record Intercom unsubscribes to your ChartMogul customers

    Connecting Intercom to ChartMogul is useful when you want to analyze your subscription metrics segmented by customer communication. If a user unsubscribes from your mailing list in Intercom, you could add this information to ChartMogul. This will help you answer questions like "What is the MRR contribution of customers who have unsubscribed?", "Which regions do most unsubscribes come from?" , etc., which will in turn help you adjust your email content.

    How It Works

    1. A user unsubscribes from your Intercom emails
    2. Zapier adds the unsubscription record to the customer in ChartMogul

    What You Need

    • Intercom account
    • ChartMogul account
  • Add sales representatives to ChartMogul customers from won Close.io opportunities

    Integrating Close.io and ChartMogul allows you to analyze your subscription metrics, segmented based on your CRM data. When an opportunity is won in Close.io, you can add the name of the sales representative who closed the deal to the customer record in ChartMogul. This would allow you to answer questions like "Which sales rep brought in the most revenue last month?", "Customers of which sales rep had highest churn last month?", "Which sales rep gave out the most discounts?", etc.

    How It Works

    1. A new opportunity is marked as won in Close.io
    2. Zapier adds sales representative information to the customer in ChartMogul

    What You Need

    • Close.io account
    • ChartMogul account
  • Add new Retently NPS scores to ChartMogul customers

    Retently lets you gather customer feedback from multiple sources - make sure that data flows to the rest of your system with this automation. Once active, this Zap will automatically copy every new NPS response you receive and add that as a custom attribute to the customer in ChartMogul, ensuring you don't lose any details.

    Note: This Zapier integration doesn't import already collected NPS data into ChartMogul, only new responses after you've set it up.

    How the Retently NPS - ChartMogul integration works

    1. A new NPS response is received in Retently
    2. Zapier adds the NPS score to the customer in ChartMogul

    Apps involved

    • Retently
    • ChartMogul

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ChartMogul Integration Details

Launched on Zapier January 26, 2016

Zapier combines Triggers (like "New Subscriber") and Actions (like "Add Custom Attribute to Customer") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following ChartMogul Triggers, Searches, and Actions are supported by Zapier:

Add Custom Attribute to Customer

Adds a custom attribute to the customers in ChartMogul that have the given email address.

Add Tag to Customer

Adds a tag to the customers in ChartMogul that have the given email address.

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