Connect ChartMogul and salesoptima to Build Intelligent Automations
Enable Integrations or automations with these events of ChartMogul and salesoptima
Enable Integrations or automations with these events of ChartMogul and salesoptima
Actions
Create a Contact
Creates a contact object in ChartMogul under a specified customer within the selected data_source.
Create a Customer
Creates a customer object in ChartMogul under the specified data_source.
Search Customer by Email
Searches for a customer by email
Search Customer via External Id
Searches for a customer profile via customer's external id
Retrieve a Metric
Retrieves the specified metrics for the specified time
Retrieve a Customer Profile
Retrieves a customer profile using customer UUID
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Frequently Asked Questions
To start, connect both your ChartMogul and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in ChartMogul triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how ChartMogul data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between ChartMogul and salesoptima typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ChartMogul and salesoptima. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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.
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About salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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