Connect Solve CRM and ChartMogul
Integrate Solve CRM with ChartMogul to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when New Company in Solve-crm
Create a Customer in Chartmogul when New Company in Solve-crm
Search Customer by Email in Chartmogul when New Company in Solve-crm
Search Customer via External Id in Chartmogul when New Company in Solve-crm
Retrieve a Metric in Chartmogul when New Company in Solve-crm
Popular Solve CRM + ChartMogul flows
Start from a real workflow other teams are already running.
Choose a trigger
Solve CRM
When this happens...
New Company
New Contacts
New Tagged Contact
Update Contact
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 Company in Solve-crm
Use this flowCreate a Customer in Chartmogul when New Company in Solve-crm
Use this flowSearch Customer by Email in Chartmogul when New Company in Solve-crm
Use this flowSearch Customer via External Id in Chartmogul when New Company in Solve-crm
Use this flowRetrieve a Metric in Chartmogul when New Company in Solve-crm
Use this flowRetrieve a Customer Profile in Chartmogul when New Company in Solve-crm
Use this flowList Customer's Opportunities from ChartMogul when New Company in Solve-crm
Use this flowUpdate an Opportunity in Chartmogul when New Company in Solve-crm
Use this flowUpdate a Note or call log in Chartmogul when New Company in Solve-crm
Use this flowUpdate a Customer in Chartmogul when New Company in Solve-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Solve CRM and ChartMogul.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
Do thisActions
Action is the task that follows automatically within your Solve CRM integrations.
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
List Ownership
List all Ownership
List Category Tags
Returns a collection of available contact tags.
List Fields
Returns a collection of available contact fields.
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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AI will build it for you
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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Solve CRM 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 Solve CRM 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 Solve CRM triggers actions in ChartMogul, and a separate workflow where ChartMogul triggers actions in Solve CRM. 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 Solve CRM and ChartMogul. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Solve CRM 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.
