When this happens...
PipedriveNew Deal
Then do this...
ChartMogulAdd Custom Attribute to Customer

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect ChartMogul + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Deal

Triggers when a new deal is created.

Add Custom Attribute to Customer

Adds a custom attribute to the customers in ChartMogul that have the given email address.

Updated Deal

Triggers when an existing deal is updated.

Add Tag to Customer

Adds a tag to the customers in ChartMogul that have the given email address.

New Activity

Triggers when a new activity is created.

Create Person

Creates a new person.

Organization Matching Filter

Triggers when an organization matches a Pipedrive filter.

Create Deal

Creates a new deal.

Person Matching Filter

Triggers when a person matches a Pipedrive filter.

Create Activity

Creates a new activity.

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

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.