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
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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
- A lead is marked as won in HubSpot CRM
- Zapier adds lead source information to the customer in ChartMogul
What You Need
- HubSpot CRM 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
- 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
It's easy to connect ChartMogul + HubSpot CRM and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new deal is created.
Adds a custom attribute to the customers in ChartMogul that have the given email address.
Triggered every time a new contact is created in HubSpot.
Adds a tag to the customers in ChartMogul that have the given email address.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Creates a new deal.
Triggers when a new deal enters a stage.
Updates an existing deal.
Triggers when a new company is created.
Creates a new company.
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