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ChartMogul + Pipedrive integrations
Add sales representatives to ChartMogul customers from new Pipedrive 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
- A new deal is created in Pipedrive
- Zapier adds sales representative information to the customer in ChartMogul
What You Need
- Pipedrive account
- ChartMogul account
- When this happens...New DealTriggers when a new deal is created.
- automatically do this!Add a Custom Attribute to a Customer via EmailAdds custom attributes to the customer in ChartMogul that have the given email address
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Pipedrive and ChartMogul
Discover other triggers and actions you can use with Pipedrive and ChartMogul
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
ChartMogul helps you measure, understand and grow your subscription business.
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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.
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