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Create integrations between ChartMogul and Teamleader Focus
Create a Contact in Chartmogul when New Deal in Teamleader Focus
Create a Customer in Chartmogul when New Deal in Teamleader Focus
Search Customer by Email in Chartmogul when New Deal in Teamleader Focus
Search Customer via External Id in Chartmogul when New Deal in Teamleader Focus
Retrieve a Metric in Chartmogul when New Deal in Teamleader Focus
Retrieve a Customer Profile in Chartmogul when New Deal in Teamleader Focus
List Customer's Opportunities from ChartMogul when New Deal in Teamleader Focus
Update an Opportunity in Chartmogul when New Deal in Teamleader Focus
Update a Note or call log in Chartmogul when New Deal in Teamleader Focus
Update a Customer in Chartmogul when New Deal in Teamleader Focus
Actions and Triggers
When this happensTriggers
New Deal
Trigger when a deal is created.
New Contact
Trigger when a new Contact is created.
New Company
Trigger When a new Company is created.
Deal Accepted
Trigger when a deal is updated.
Invoice Paid
Triggers when invoice is paid.
Do thisActions
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
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 MoreAbout Teamleader Focus
Teamleader is a comprehensive project management and CRM tool designed to streamline your business operations. It offers features such as task management, time tracking, invoicing, and customer relationship management to help you manage your projects and clients efficiently.
Learn More
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