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 sales representatives to ChartMogul customers from won Close.io opportunities
Close.io integration logo

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.

ChartMogul integration logo

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

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