ChartMogul Integrations

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

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

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

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

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