Connect saleshandy and ChartMogul to Build Intelligent Automations

Choose a Trigger

saleshandy

When this happens...

Choose an Action

ChartMogul

Automatically do this!

Enable Integrations or automations with these events of saleshandy and ChartMogul

Enable Integrations or automations with these events of saleshandy and ChartMogul

Actions

Create Prospect/Add Prospect to Sequence

Create Prospect/Add Prospect to Sequence

create prospects in saleshandy

Assign Prospect Tag

Assign Prospect Tag

Assign one or more existing or new tags to a prospect identified by email.

Mark Prospect Status

Mark Prospect Status

Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.

Create a Contact

Create a Contact

Creates a contact object in ChartMogul under a specified customer within the selected data_source.

Create a Customer

Create a Customer

Creates a customer object in ChartMogul under the specified data_source.

Search Customer by Email

Search Customer by Email

Searches for a customer by email

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Frequently Asked Questions

How do I start an integration between saleshandy and ChartMogul?

To start, connect both your saleshandy and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in saleshandy triggers actions in ChartMogul (or vice versa).

Can we customize how data from saleshandy is recorded in ChartMogul?

Absolutely. You can customize how saleshandy data is recorded in ChartMogul. This includes choosing which data fields go into which fields of ChartMogul, setting up custom formats, and filtering out unwanted information.

How often does the data sync between saleshandy and ChartMogul?

The data sync between saleshandy and ChartMogul typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from saleshandy to ChartMogul?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between saleshandy and ChartMogul?

Yes, you can set conditional logic to control the flow of data between saleshandy and ChartMogul. 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.

saleshandy

About saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

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ChartMogul

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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