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ChartMogul + Zoho CRM

ChartMogul + Zoho CRM

ChartMogul + Zoho CRM integrations

Add custom attributes to ChartMogul customers when new contacts are created in Zoho CRM

Effortlessly keep your customer data up-to-date with this Zoho CRM to ChartMogul workflow. Whenever a new contact is added in Zoho CRM, this automation ensures their information is updated in ChartMogul by appending custom attributes to their profile using External ID. Speed up your CRM tasks and maintain consistent customer information across both platforms.

When this happens...
New ContactTriggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerPolling
automatically do this!
Add a Custom Attribute to a Customer via External IDAdds a custom attribute to the customer in ChartMogul that have the given external ID
ActionWrite

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More things you can do with Zoho CRM and ChartMogul

Discover other triggers and actions you can use with Zoho CRM and ChartMogul

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Customer External ID
  Required
- Type
  Required
- Key
  Required
- Value
  Required
- Source
Action
Write
- Customer UUID
  Required
- Data Source UUID
  Required
- Position
- First Name
- Last Name
- Title
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Customer Email
  Required
- Tags
  Required
Action
Write
- Data Source UUID
  Required
- External ID
  Required
- 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 UUID
  Required
- Owner
  Required
- Pipeline
  Required
- Pipeline Stage
  Required
- Estimated Close Date
  Required
- Amount in cents
  Required
- Currency
  Required
- Type
- Forecast Category
- Win Likelihood
Action
Write
- info
- Customer UUID 1 (From)
  Required
- Customer UUID 2 (Into)
  Required
Action
Write
- Guide
  Required
- Customer UUID
  Required
- Customer Name
- Customer Email
- Company
- Country
- City
- Lead Created at
- Free Trial Started at
Action
Write
- Opportunity UUID
  Required
- Owner
- Pipeline
- Pipeline Stage
- Estimated Close Date
- Amount in cents
- Currency
- Type
- Forecast Category
- Win Likelihood
Action
Write
- Email Address
  Required
Action
Search
- Customer UUID
  Required
Action
Search
- Customer UUID
  Required
- Completed
Action
Search
- Email
- Customer External ID
- Customer UUID
Action
Search

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Customer Email
  Required
- Type
  Required
- Key
  Required
- Value
  Required
- Source
Action
Write
- Customer UUID
  Required
- Type
  Required
- Key
  Required
- Value
  Required
- Source
Action
Write
- Customer UUID
  Required
- Tags
  Required
Action
Write
- Customer External ID
  Required
- Tags
  Required
Action
Write
- Customer UUID
  Required
- Type
  Required
- Author Email
- Text
  Required
- Call Duration
- Created At
Action
Write
- Customer UUID
  Required
- Task details
  Required
- Assignee
  Required
- Due date
  Required
- Completed at
Action
Write
- Contact UUID
  Required
- First Name
- Last Name
- Title
- Position
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Note UUID
  Required
- Author Email
- Text
- Type
- Call Duration
- Created at
- Updated at
Action
Write
- Task UUID
  Required
- Task details
- Assignee
- Due date
- Completed at
Action
Write
- External ID
  Required
Action
Search
- Metric
  Required
- Start Date
  Required
- End Date
  Required
- Geo Filter
- Plan Filter
Action
Search
- Customer UUID
  Required
Action
Search

About ChartMogul

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

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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