Connect Bigin and ChartMogul
Integrate Bigin with ChartMogul to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when New Contact Created in Bigin
Create a Customer in Chartmogul when New Contact Created in Bigin
Search Customer by Email in Chartmogul when New Contact Created in Bigin
Search Customer via External Id in Chartmogul when New Contact Created in Bigin
Retrieve a Metric in Chartmogul when New Contact Created in Bigin
Popular Bigin + ChartMogul flows
Start from a real workflow other teams are already running.
Choose a trigger
Bigin
When this happens...
New Contact Created
New Deal Is Created
Choose an action
ChartMogul
Automatically do this!
Create a Contact
Create a Customer
Search Customer by Email
Search Customer via External Id
Retrieve a Metric
Retrieve a Customer Profile
List Customer's Opportunities
Update an Opportunity
Update a Note or call log
Update a Customer
Update a Contact
Merge Customers
Create an Opportunity
Create a Note or Call Log
Add Tags to a Customer
Add Tags to a Customer via External Id
Add Tags to a Customer via Email
Add Custom Attributes to a Customer via UUID
Add Custom Attribute to a Customer via external id
Add Custom Attributes to Customers by Email
List Sources
List Customers
List Customers by Email
List Contacts
List Opportunities
List Plans
List Subscription Events
List Invoices
All Key Metrics
Get MRR
Get ARR
Get ARPA
Get ASP
Get Customer Count
Create a Contact in Chartmogul when New Contact Created in Bigin
Use this flowCreate a Customer in Chartmogul when New Contact Created in Bigin
Use this flowSearch Customer by Email in Chartmogul when New Contact Created in Bigin
Use this flowSearch Customer via External Id in Chartmogul when New Contact Created in Bigin
Use this flowRetrieve a Metric in Chartmogul when New Contact Created in Bigin
Use this flowRetrieve a Customer Profile in Chartmogul when New Contact Created in Bigin
Use this flowList Customer's Opportunities from ChartMogul when New Contact Created in Bigin
Use this flowUpdate an Opportunity in Chartmogul when New Contact Created in Bigin
Use this flowUpdate a Note or call log in Chartmogul when New Contact Created in Bigin
Use this flowUpdate a Customer in Chartmogul when New Contact Created in Bigin
Use this flowSupported Triggers & Actions
Everything you can automate between Bigin and ChartMogul.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
Do thisActions
Action is the task that follows automatically within your Bigin integrations.
Create Contact
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Update Contact
Updates an existing contact in Bigin with the provided details.
Update Company
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.
Get Organization Details
Retrieves the details of the organization.
Create Or Update Pipeline
Creates a new pipeline or updates an existing pipeline in Bigin.
Create Or Update Contact
Creates a new contact or updates an existing contact matched by email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Bigin
Bigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
Learn more
About ChartMogul
ChartMogul is a subscription analytics platform that helps businesses measure, understand, and grow their subscription revenue. It provides actionable insights and metrics to optimize your subscription business.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bigin and ChartMogul accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Bigin and ChartMogul as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ChartMogul. No coding required.
Yes. You can set up a workflow where Bigin triggers actions in ChartMogul, and a separate workflow where ChartMogul triggers actions in Bigin. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Bigin and ChartMogul. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bigin and ChartMogul integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
