When this happens...
Close.ioNew Opportunity Status Change
Then do this...
ChartMogulAdd Custom Attribute to Customer

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

Why Zapier?


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It's easy to connect ChartMogul + Close.io and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email Sequence Subscription Finished

Triggers when a subscription to an email sequence for a contact goes into finished status.

Add Custom Attribute to Customer

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

New Email

Triggers when a new Email is created.

Add Tag to Customer

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

New Opportunity Status Change

Triggers when a new Opportunity Status Change is created.

Run Sent Email Report

Runs a sent email report for your organization.

New Export

Triggers when a new Export is created.

Run Status Change Report

Runs a status change report for your organization.

New Lead

Triggers when a new lead is added (with line items support).

Create Note

Creates a new note.

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

Close.io is built from the ground up to be more than just a CRM. It makes brings the communication loop directly into your leads management.