Add sales representatives to ChartMogul customers from Pipedrive won deals

Integrating Pipedrive and ChartMogul allows you to analyze your subscription metrics, segmented based on your CRM data. For example, when a deal is won in Pipedrive, you could 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 deal is marked as won in Pipedrive
  2. Zapier adds sales representative information to the customer in ChartMogul

What You Need

  • Pipedrive account
  • ChartMogul account
Add sales representatives to ChartMogul customers from Pipedrive won deals
Pipedrive integration logo

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

ChartMogul integration logo

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

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