ChartMogul + Interact

Add custom attributes to ChartMogul customers when new leads are created in Interact

Effortlessly enrich your ChartMogul customer profiles with valuable lead information from Interact. With this automation, every time you get a new lead in Interact, their details will be seamlessly added as custom attributes to the corresponding customer in ChartMogul. Stay organized and enhance your customer insights for better decision-making without any manual effort.

When this happens...
New Lead
Triggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
Add a Custom Attribute to a Customer via Email
Adds custom attributes to the customer in ChartMogul that have the given email address
ActionWrite

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Supported triggers and actions

- QuizRequired
Trigger
Instant
Try It
- Customer External IDRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
Action
Write
- Customer UUIDRequired
- Data Source UUIDRequired
- Position
- First Name
- Last Name
- Title
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Customer EmailRequired
- TagsRequired
Action
Write
- Data Source UUIDRequired
- External IDRequired
- Customer Name (deprecated)
- Customer Email (deprecated)
- First Name
- Last Name
- Email
- Title
- Phone
- Notes
- Company Name
- Country
- City
- Lead Created at
- Free Trial Started at
- Account Owner
- Website URL
Action
Write

- Customer UUIDRequired
- OwnerRequired
- PipelineRequired
- Pipeline StageRequired
- Estimated Close DateRequired
- Amount in centsRequired
- CurrencyRequired
- Type
- Forecast Category
- Win Likelihood
Action
Write
- info
- Customer UUID 1 (From)Required
- Customer UUID 2 (Into)Required
Action
Write

- GuideRequired
- Customer UUIDRequired
- Customer Name
- Customer Email
- Company
- Country
- City
- Lead Created at
- Free Trial Started at
Action
Write
- Opportunity UUIDRequired
- Owner
- Pipeline
- Pipeline Stage
- Estimated Close Date
- Amount in cents
- Currency
- Type
- Forecast Category
- Win Likelihood
Action
Write
- Email AddressRequired
Action
Search
- Customer UUIDRequired
Action
Search
- Customer UUIDRequired
- Completed
Action
Search
- Email
- Customer External ID
- Customer UUID
Action
Search

- Customer EmailRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
Action
Write
- Customer UUIDRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
Action
Write
- Customer UUIDRequired
- TagsRequired
Action
Write
- Customer External IDRequired
- TagsRequired
Action
Write
- Customer UUIDRequired
- TypeRequired
- Author Email
- TextRequired
- Call Duration
- Created At
Action
Write
- Customer UUIDRequired
- Task detailsRequired
- AssigneeRequired
- Due dateRequired
- Completed at
Action
Write
- Contact UUIDRequired
- First Name
- Last Name
- Title
- Position
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Note UUIDRequired
- Author Email
- Text
- Type
- Call Duration
- Created at
- Updated at
Action
Write
- Task UUIDRequired
- Task details
- Assignee
- Due date
- Completed at
Action
Write
- External IDRequired
Action
Search
- MetricRequired
- Start DateRequired
- End DateRequired
- Geo Filter
- Plan Filter
Action
Search
- Customer UUIDRequired
Action
Search