HubSpot integration with ChartMogul
How to Add sales representatives to ChartMogul customers from new HubSpot leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add sales representatives to ChartMogul customers from new HubSpot leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ChartMogul integrations
ChartMogul actions
Nekton can use any feature that is available in ChartMogul API.
Using our advanced AI, you can easily create custom automations for ChartMogul.
Here are some typical actions you can do in your automated workflows.
Add a Custom Attribute to a Customer via Email
Adds custom attributes to the customer in ChartMogul that have the given email address
Add a Custom Attribute to a Customer via UUID
Add a custom attribute to the customer in ChartMogul that have the given UUID
Add Tags to a Customer via Email
Adds tags to the customer in ChartMogul that have the given email address
Create a Customer
Create a customer profile in the target data source
Update a Customer
Updates certain modifiable attributes of a customer object in your ChartMogul account.
Search for Customer via External ID
Searches for a customer profile using the customer's external ID
About ChartMogul
ChartMogul helps you measure, understand and grow your subscription business.