You can now automatically sync key subscription data from ChartMogul including MRR, customer status, billing cycles, and more, directly to Company records in HubSpot.
That means your sales, marketing, and success teams can now access rich subscription data right where they need it, without switching tools, tabs, or context.
What can you do with the ChartMogul HubSpot destination?
Action upcoming renewals inside HubSpot
Once configured, the HubSpot destination surfaces actionable data points directly on Company records, so your team can see upcoming renewals by data and amount.
Real-world example:
Imagine your success team sees that Acme Inc., a $950 MRR customer, has a renewal coming up next month. With renewal data synced into the HubSpot Company record, the team gets an automatic heads-up. There’s no need to dig through ChartMogul, billing systems, or spreadsheets.
Your team can schedule a check-in, review usage, and offer an upgrade path, all from within HubSpot. That timely, proactive touchpoint could be the difference between a renewal and churn.
“We built this to close the gap between insights and action. No more switching tools to connect subscription and customer insights.” Nick Franklin, CEO, ChartMogul
Automate workflows to nurture top-paying accounts
High-value customers often make up a large portion of your revenue. Losing just one account can wipe out a whole month of growth, setting you back on annual targets. Keep key accounts engaged by building HubSpot workflows using ChartMogul data.
Real-world example:
A new customer adds more seats to their Enterprise plan, pushing their MRR above $1,000. Thanks to the ChartMogul HubSpot destination, that data instantly triggers a workflow: the account is assigned to a senior account manager, enrolled in a white-glove onboarding sequence, and flagged for a tailored retention campaign. This frees your team up to focus on establishing a deeper understanding of their customers and how they can actually help.
Re-engage churned customers with targeted outreach
Gone are the days of your account executives managing a spreadsheet of accounts to revisit. With churned status data flowing into HubSpot, you can automatically identify and segment lost customers for targeted win-back campaigns.
Real-world example:
Let’s say a customer churned three months ago from your Growth plan. With ChartMogul syncing churn status and plan history into HubSpot, they’re automatically added to a Smart List of high-potential churned accounts.
Your team can kick off a targeted email sequence offering a discount for the first month back, plus a heads-up about a newly launched feature they previously requested. It’s timely, relevant, and completely automated.
What customer data can you send from ChartMogul to HubSpot?
You can send the following ChartMogul attributes to the right properties on the Company object in HubSpot:
- Monthly Recurring Revenue (MRR)
- Annual Run Rate (ARR)
- Net Payments — The customer’s total amount of successful transactions
- Subscriber Since — The date and time the customer became an Active Subscriber
- Customer Status — Either a lead status or a subscriber status
- Plans — The plans the customer is subscribed to
- Billing Cycles — The frequencies with which the customer is paying you
- Trial Started At — The date and time the customer started a trial of your product/service
- Currency — The ISO code for the customer’s billing currency, e.g., USD or EUR
- …and more!
Set up your HubSpot destination
Setting up the HubSpot destination in ChartMogul is easy. Simply head to the Destinations section in your ChartMogul workspace, click Add Destination, and select HubSpot. From there, you’ll connect your HubSpot account and choose which ChartMogul metrics to sync, like MRR, customer status, and renewal dates. Once configured, these data will sync daily at 9am UTC.
Get started with the setup guide.
We’re excited to see how you use the HubSpot destination to bring subscription insights closer to your go-to-market teams. As always, your feedback plays a big role in shaping what we build next, so let us know how it’s works for you and what you’d love to see next.
