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
- A new deal is marked as won in Pipedrive
- Zapier adds sales representative information to the customer in ChartMogul
What You Need
- Pipedrive account
- ChartMogul account
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Triggers when a new deal is created.
Adds a custom attribute to the customers in ChartMogul that have the given email address.
Triggers when an existing deal is updated.
Adds a tag to the customers in ChartMogul that have the given email address.
Triggers when a new activity is created.
Creates a new person.
Triggers when an organization matches a Pipedrive filter.
Creates a new deal.
Triggers when a person matches a Pipedrive filter.
Creates a new activity.