Real Geeks + ChartMogul Integration

Connect Real Geeks to ChartMogul - Automate your workflows in 1-click

Make use of Real Geeks automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. ChartMogul automations help you automatically pull data from various sources and create data visualizations for performance tracking. Get the best of both with Integrately’s Real Geeks + ChartMogul integration.
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Real Geeks + ChartMogul Integration

Create ChartMogul customer for new Real Geeks contact

If you're using Real Geeks 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 Real Geeks, 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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Real Geeks + ChartMogul Integration
1.
  • Real Geeks
    Lead is created in Real Geeks

    Triggers the automation when a new lead is created

2.
  • Real Geeks
    Create a lead in Real Geeks

    Creates a new lead

  • ChartMogul
    Create customer in ChartMogul

    Adds a new customer to the database

  • ChartMogul
    Search customer by email in ChartMogul

    Searches for a customer by their email address

  • ChartMogul
    Update customer in ChartMogul

    Updates a customer's information

  • ChartMogul
    Merge customer in ChartMogul

    Combines duplicate customer profiles into a single record

  • ChartMogul
    Get customer count in ChartMogul

    Retrieves and display the total number of customers

  • ChartMogul
    Create contact in ChartMogul

    Adds a new contact to the contact list

  • ChartMogul
    Add custom attribute to customer by email in ChartMogul

    Assigns a custom attribute to a customer based on their email address

  • ChartMogul
    Create a data source in ChartMogul

    Creates a new data source

  • ChartMogul
    Get LTV (Customer lifetime value) in ChartMogul

    Calculates the lifetime value of a customer

  • ChartMogul
    Get ARR in ChartMogul

    Retrieves the average rate of return (arr) metric

  • ChartMogul
    Get MRR in ChartMogul

    Retrieves monthly recurring revenue data

  • ChartMogul
    Get average revenue per account (ARPA) in ChartMogul

    Calculates the average revenue generated per account

  • ChartMogul
    Get average sale price (ASP) in ChartMogul

    Retrieves the average sale price (asp) of the item

  • ChartMogul
    Get customer churn rate in ChartMogul

    Calculates the rate at which customers are leaving the business

  • ChartMogul
    Get MRR churn rate in ChartMogul

    Retrieves the monthly recurring revenue (mrr) churn rate from a designated data source

  • ChartMogul
    Get all key metrics in ChartMogul

    Retrieves all essential performance indicators for analysis and reporting

  • ChartMogul
    Add tag to customer in ChartMogul

    Categorizes and assigns a tag to a customer based on predefined conditions

  • ChartMogul
    Export activities in ChartMogul

    Exports activities

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