ChartMogul + Close Integration

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Popular ChartMogul + Close Workflows

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Close + ChartMogul Integration

Create ChartMogul customer for new Close contact

If you're using Close 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 contact is created in Close, 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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ChartMogul + Close Integration
1.
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
2.
  • 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 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
    Export activities in ChartMogul
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Search contact in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close
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