ChartMogul + Sertifier Integration

Automatically adds a new customer to the database

Automatically searches for a customer by their email address

Automatically updates a customer's information

Automatically combine duplicate customer profiles into a single record

Automatically retrieves and display the total number of customers

Automatically adds a new contact to the contact list

Automatically assigns a custom attribute to a customer based on their email address

Automatically creates a new data source

Automatically calculate the lifetime value of a customer

Automatically retrieves the Average Rate of Return (ARR) metric

Automatically retrieves monthly recurring revenue data

Automatically calculate the average revenue generated per account

Automatically calculate the average sale price of products

Automatically calculate the rate at which customers are leaving the business

Automatically retrieves the monthly recurring revenue (MRR) churn rate from a designated data source

Automatically retrieves all essential performance indicators for analysis and reporting

Automatically categorize and assign a tag to a customer based on predefined conditions

Automatically exports activities

Automatically adds a recipient to a delivery list

Automatically generates customized details and deliver them dynamically based on user preferences

Automatically creates a new detail entry

Automatically creates a new delivery entry