Product Updates

New integrations with HubSpot, Segment and Intercom

We’ve released three new integrations that enhance your ability to segment your customer base and provide visibility over lead and trial data.

We’re excited to announce three new integrations with HubSpot, Segment and Intercom which automatically import customer and lead data into ChartMogul. Now, segmenting your data is more powerful, and getting started with ChartMogul CRM is even easier.

HubSpot, Segment and Intercom are used to collect and store data about leads and customers. Now, add them directly to your ChartMogul account so you can easily access accurate and enriched customer data. This will help you build a more complete understanding of your customers and unlock enhanced data analysis across both ChartMogul Subscription Analytics and CRM. 

These new integrations are live for all customers and ready for you to test out. See our guides to get started: HubSpot, Segment, Intercom.

What can you do with these new integrations?

  1. Sync customer and contact records to make everything match up across platforms
  2. Enrich customer records in ChartMogul to supercharge segmentation
  3. Seamlessly import leads to ChartMogul CRM ready for sales

Sync customer and contact records to make everything match up across platforms

Keeping data up-to-date across your tech stack is essential for SaaS companies. Without this seamless flow of data, understanding customers becomes a challenge. It becomes frustrating when different teams using different tools have discrepancies in information. This issue can create blind spots and slows the ability to make informed decisions. 

Now, using one of our new integrations with HubSpot, Segment or Intercom, your customer data will be automatically kept up to date in ChartMogul in real time. This ensures that your team can access accurate information at all times.

Enrich customer records in ChartMogul to supercharge segmentation

Aside from the usual company and contact details, use the integration to bring in custom properties (known as custom attributes in ChartMogul) tailored to your business. These could include demographic information like industry, number of employees, total money raised and more. 

With these detailed custom attributes in ChartMogul, you can create more specific customer segments, make lists, and generate custom charts. 

The extra information from custom attributes provides your team with a more advanced method to analyze your customer base and identify trends that might have been overlooked before.

Seamlessly import leads to ChartMogul CRM ready for sales

Push new leads from HubSpot, Segment and Intercom into ChartMogul CRM directly, ready for your team to work. 

With our new integrations, as soon as a lead is generated whether manually or via form submission, ChartMogul instantly receives that lead record through a real-time sync. Important lead attributes like name, email, company, status and source all automatically transferred, populating the lead’s profile in ChartMogul. 

These new integrations ensure data alignment across platforms, so you spend less time switching between systems and manually processing data. 

For more information, see our help center.

Katarina Milanovic

Product Manager

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