Try It

Add sales representatives to ChartMogul customers from new Pipedrive deals

  1. When this happensStep 1: New Deal

  2. Then do thisStep 2: Add 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 created in Pipedrive
  2. Zapier adds sales representative information to the customer in ChartMogul

What You Need

  • Pipedrive account
  • ChartMogul account
Try It

Connect ChartMogul + Pipedrive in Minutes

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

All Triggers & Actions

New Activity

Triggers when a new activity is created.

InstantNew Deal

Triggers when a new deal is created.

New Note

Triggers when a new note is created.

Organization Matching Filter

Triggers when an organization matches a Pipedrive filter.

Person Matching Filter

Triggers when a person matches a Pipedrive filter.

Activity Matching Filter

Triggers when an activity matches a Pipedrive filter.

Deal Matching Filter

Triggers when a deal matches a Pipedrive filter.

New Organization

Triggers when a new organization is created.

New Person

Triggers when a new person is created.

InstantUpdated Deal Stage

Triggers when a deal's stage is updated.