Capsule CRM + ChartMogul Integration

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Capsule CRM + ChartMogul Integration

Create ChartMogul customer for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use ChartMogul to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding customer will automatically be created in ChartMogul.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Capsule CRM + ChartMogul Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • ChartMogul
    Create customer in ChartMogul
  • ChartMogul
    Search customer by email in ChartMogul
  • ChartMogul
    Update customer in ChartMogul
  • ChartMogul
    Merge customer in ChartMogul
  • ChartMogul
    Get customer count in ChartMogul
  • ChartMogul
    Create a contact in ChartMogul
  • ChartMogul
    Add custom attribute to customer by email in ChartMogul
  • ChartMogul
    Create a data source in ChartMogul
  • ChartMogul
    Get LTV (Customer lifetime value) in ChartMogul
  • ChartMogul
    Get ARR in ChartMogul
  • ChartMogul
    Get MRR in ChartMogul
  • ChartMogul
    Get average revenue per account (ARPA) in ChartMogul
  • ChartMogul
    Get average sale price (ASP) in ChartMogul
  • ChartMogul
    Get customer churn rate in ChartMogul
  • ChartMogul
    Get MRR churn rate in ChartMogul
  • ChartMogul
    Get all key metrics in ChartMogul
  • ChartMogul
    Add tag to customer in ChartMogul
  • ChartMogul
    Create an activities export in ChartMogul
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