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
- A new lead is marked as won in HubSpot CRM
- Zapier adds sales representative information to the customer in ChartMogul
What You Need
- HubSpot CRM account
- ChartMogul account
HubSpot CRM automatically logs emails with your contacts. It helps sales teams navigate and chart opportunities by tracking email conversations, contacts, companies, deals, and tasks — all in one seamless package.
ChartMogul helps you measure, understand and grow your subscription business.
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