ChartMogul + Recurly Integration

Integrate ChartMogul to Recurly in one click, or tell Integrately AI how you want each subscription handled. Track recurring revenue, sync customer accounts, update analytics, and trigger follow-ups automatically.

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1.
  • Recurly
    Subscription is created in Recurly Instant
  • Recurly
    Invoice is created in Recurly Instant
  • Recurly
    Transaction is made in Recurly
  • Recurly
    Account is created in Recurly
  • Recurly
    Subscription is expired in Recurly Instant
  • Recurly
    Subscription is canceled in Recurly Instant
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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
  • Recurly
    Create contact in Recurly
  • Recurly
    Update contact in Recurly

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Ready Workflows Ready Workflows for ChartMogul + Recurly Integration

Create customers from subscriptions, sync account records, update key revenue metrics, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Recurly + ChartMogul Integration

Create ChartMogul customer for new Recurly order

If you're using Recurly to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding customer should also be created in ChartMogul.

This will ensure that all future correspondence with the customer is tracked and attributed to that customer, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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Recurly + ChartMogul Integration

Create ChartMogul customer for new Recurly account

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new ChartMogul customer and Recurly account can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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  • 1of1
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Connect more apps to your ChartMogul + Recurly flow

Sync billing data with CRMs, messaging tools, accounting software, and support desks as soon as subscriptions change. Pick a combination and activate it in one click.

ChartMogul
Recurly
+
StripeStripe (5)
+
HubSpotHubSpot (5)
+
SlackSlack (5)
+
MailchimpMailchimp (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
ZendeskZendesk (5)
R
C
S
When a Recurly subscription is created, create a customer in ChartMogul and create a charge in Stripe
New Recurly subscriptions immediately establish a ChartMogul customer profile and register the charge in Stripe without manual data entry.
R
C
S
When a Recurly invoice is created, update the customer in ChartMogul and create a customer in Stripe
Every Recurly invoice updates your ChartMogul customer metrics and ensures your Stripe account has the latest billing record.
R
C
S
When a Recurly transaction is made, add a tag to customer in ChartMogul and create a payment in Stripe
Successful Recurly transactions automatically tag the customer in ChartMogul and log the payment inside Stripe.
R
C
S
When a Recurly subscription is canceled, update the customer in ChartMogul and cancel the subscription in Stripe
Canceled Recurly subscriptions instantly update customer churn metrics in ChartMogul and update Stripe accordingly.
R
C
S
When a Recurly account is created, create a customer in ChartMogul and create a customer in Stripe
New Recurly accounts are automatically provisioned in ChartMogul and Stripe for immediate onboarding and tracking.

Supported triggers and actions for ChartMogul and Recurly

Mix and match to build the exact automation you need

ChartMogul
ChartMogul Triggers & Actions
No trigger is available
Create customer in ChartMogul
Adds a new customer to the database
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Search customer by email in ChartMogul
Searches for a customer by their email address
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Update customer in ChartMogul
Updates a customer's information
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Merge customer in ChartMogul
Combines duplicate customer profiles into a single record
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Get customer count in ChartMogul
Retrieves and display the total number of customers
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Create contact in ChartMogul
Adds a new contact to the contact list
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Add custom attribute to customer by email in ChartMogul
Assigns a custom attribute to a customer based on their email address
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Create a data source in ChartMogul
Creates a new data source
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Get LTV (Customer lifetime value) in ChartMogul
Calculates the lifetime value of a customer
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Get ARR in ChartMogul
Retrieves the average rate of return (arr) metric
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Get MRR in ChartMogul
Retrieves monthly recurring revenue data
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Get average revenue per account (ARPA) in ChartMogul
Calculates the average revenue generated per account
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Get average sale price (ASP) in ChartMogul
Retrieves the average sale price (asp) of the item
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Get customer churn rate in ChartMogul
Calculates the rate at which customers are leaving the business
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Get MRR churn rate in ChartMogul
Retrieves the monthly recurring revenue (mrr) churn rate from a designated data source
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Get all key metrics in ChartMogul
Retrieves all essential performance indicators for analysis and reporting
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Add tag to customer in ChartMogul
Categorizes and assigns a tag to a customer based on predefined conditions
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Export activities in ChartMogul
Exports activities
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Recurly
Recurly Triggers & Actions
Instant
Subscription is created in Recurly
Triggers the automation when a new subscription is created
Try it →
Instant
Invoice is created in Recurly
Triggers the automation when any invoice is added or modified
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Transaction is made in Recurly
Triggers the automation when a new transaction occurs
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Account is created in Recurly
Triggers the automation when a new account is created
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Instant
Subscription is expired in Recurly
Triggers the automation when a subscription is expired
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Instant
Subscription is canceled in Recurly
Triggers the automation when a subscription is canceled
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Create contact in Recurly
Adds a new contact to the database
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Update contact in Recurly
Updates contact information with new details
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What can you automate with ChartMogul + Recurly?

Connect your billing engine and subscription analytics to streamline revenue tracking and customer management.

What you can automate?
🔄
Sync new subscriptions into customer analytics
Automatically establish a customer profile in ChartMogul the moment a new subscription is created in Recurly. Your analytics platform reflects active subscribers instantly.
🧾
Capture every invoice and billing detail
Map available Recurly invoice data directly into your ChartMogul customer records instead of updating metrics by hand. Your financial history remains complete and accurate.
📢
Notify your team about revenue events
Send instant alerts to Slack or email channels whenever a subscription starts, renews, or cancels in Recurly. Your team stays informed on real-time business growth.
🔀
Route records based on subscription tier
Apply conditional logic to handle enterprise and standard subscriptions differently across your connected tools. Every customer goes to the right workflow automatically.
📝
Keep customer records updated as accounts change
Update existing customer profiles in ChartMogul whenever account details or subscription statuses change in Recurly. Data drift between platforms disappears.
🔍
Search and update instead of creating duplicates
Check for existing customer profiles by email before creating new records, ensuring clean data storage across your analytics and billing systems.
⚠️
Handle subscription expirations and cancellations
Trigger automated workflows when a Recurly subscription expires or cancels, updating churn metrics in ChartMogul and notifying your retention team immediately.
🔌
Extend your billing workflow to external tools
Connect your core ChartMogul and Recurly setup with tools like HubSpot, Stripe, or QuickBooks Online to automate downstream finance and sales tasks.
And much more...

Who is ChartMogul + Recurly integration for?

Subscription businesses, finance teams, and operations managers rely on this integration to eliminate manual data entry and keep revenue metrics accurate.

Revenue analysts
Revenue analysts
Customer success managers
Customer success managers
Founders and executives
Founders and executives
Operations coordinators
Operations coordinators
Account executives
Account executives
Finance specialists
Finance specialists
📈
Revenue analysts
You're reviewing subscription metrics in ChartMogul but your billing data only updates when someone manually exports transactions, so the MRR figures you're reporting against are always a few hours behind — with this integration, every new Recurly invoice updates your analytics instantly and your revenue data stays current.
⚡
Customer success managers
You manage account health and retention but you find out about subscription cancellations too late because cancellation records remain trapped in Recurly — with this integration, every canceled subscription triggers immediate updates and alerts so your retention team can act right away.
📊
Founders and executives
You present monthly recurring revenue numbers to stakeholders but compiling metrics from disparate billing platforms takes hours of manual spreadsheet work — this integration means all subscription events flow seamlessly into your analytics workspace without human intervention.
⚙️
Operations coordinators
You handle high volumes of incoming customer accounts and manually provisioning each one in your analytics and CRM tools creates severe administrative backlogs — automating both apps means every new Recurly account populates your systems instantly.
💼
Account executives
You depend on billing teams to notify you when new customer deals close so you can begin onboarding, but communication gaps cause delayed handovers — this integration means every new Recurly subscription populates your CRM pipeline the moment payment clears.
📑
Finance specialists
You need a reliable history of every transaction and invoice reconciliation, but manual data transfers keep leaving gaps between your billing engine and financial ledger — this integration means every transaction record maps accurately without missing entries.
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Why choose Integrately to automate ChartMogul + Recurly

Build and manage your ChartMogul + Recurly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ChartMogul + Recurly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
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AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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Connect Accounts
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Frequently Asked Questions

How do I connect ChartMogul to Recurly?
Frequently Asked Questions
You can connect ChartMogul to Recurly in one click using ready-made automations on Integrately, or use Integrately AI to build custom workflows linking tools like HubSpot, Slack, and Stripe.
Can I automatically create ChartMogul customers from new Recurly subscriptions?
Frequently Asked Questions
Can I connect ChartMogul, Recurly, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for ChartMogul and Recurly?
Frequently Asked Questions
How does ChartMogul handle customer data updates from Recurly?
Frequently Asked Questions
Can Recurly subscription cancellations update ChartMogul churn metrics?
Frequently Asked Questions
Do I need coding skills to automate ChartMogul and Recurly?
Frequently Asked Questions
Is the ChartMogul and Recurly integration free?
Frequently Asked Questions
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