{"id":21645,"date":"2024-05-21T14:55:06","date_gmt":"2024-05-21T12:55:06","guid":{"rendered":"https:\/\/chartmogul.com\/blog\/?p=21645"},"modified":"2024-05-21T14:55:09","modified_gmt":"2024-05-21T12:55:09","slug":"automate-repetitive-tasks-in-chartmogul","status":"publish","type":"post","link":"https:\/\/chartmogul.com\/blog\/automate-repetitive-tasks-in-chartmogul\/","title":{"rendered":"Automate repetitive tasks in ChartMogul"},"content":{"rendered":"\n

Automations are helpful workflows that kick into gear based on specific conditions you set. They\u2019re perfect for saving time by handling repetitive tasks and speeding up everyday processes. Plus, they cut down on mistakes made by human error and keep your ChartMogul account constantly up-to-date. Automations can also cut down on the need for developers to build using the ChartMogul API, e.g. you can now automatically merge customers with a simple automation, something that previously would have required engineering time.<\/p>\n\n\n\n

To start with, you can trigger an automation whenever a customer record is created, an existing one is updated, or when a duplicate record is detected. You can add specific conditions based on any customer field, then decide what action you want ChartMogul to take. <\/p>\n\n\n\n

The possibilities with automations are vast and can be customized to fit your precise business needs. To get you started, we\u2019ve compiled a handful of helpful automation examples which you can easily set up in your ChartMogul account today. <\/p>\n\n\n\n

All new ChartMogul accounts come with one active automation: merging duplicate customer records. Existing customers will find this automation disabled by default, but can locate it in your account settings and activate it as desired. For more details, visit our help center.<\/em><\/p>\n\n\n\n

What can you do with automations in ChartMogul? <\/strong><\/p>\n\n\n\n

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  1. Consolidate the full customer journey by merging duplicate customer records<\/a><\/li>\n\n\n\n
  2. Instantly identify and tag priority customers and ICP-fit leads<\/a><\/li>\n\n\n\n
  3. Save time by routing leads directly to the right salesperson<\/a><\/li>\n<\/ol>\n\n\n\n

    Consolidate the full customer journey by merging duplicate customer records<\/strong><\/h3>\n\n\n\n

    ChartMogul works by combining the billing and customer data of your subscribers from the range of sources you use in your tech stack.\u00a0<\/p>\n\n\n\n

    For example, combining subscription billing data from Stripe and Chargebee, and customer data from Intercom and your own database. When combining this data, we want to make sure there\u2019s only one consolidated record for each customer, reducing confusion and enabling error-free analysis of the complete customer journey. <\/p>\n\n\n\n

    Merging these duplicate accounts by hand is time consuming and prone to human error. Instead, use the merge duplicate customer records automation <\/strong>to streamline this task. <\/p>\n\n\n\n

    This automation will immediately detect when a new customer created matches an existing customer in your ChartMogul account. Then, it merges the two records leaving you with just one record. <\/p>\n\n\n\n

    To enable this, see our help article<\/a> or go to your automations<\/a>. You\u2019ll see this automation set up in your account by default, ready for you to switch on.\u00a0<\/p>\n\n\n\n

    Instantly identify and tag priority customers and ICP-fit leads <\/strong><\/h3>\n\n\n\n

    As your customer base grows, use tags to categorize certain records and leads. These tags can then be used by your whole team in Subscription Analytics, CRM or in any other tools which rely on ChartMogul data. <\/p>\n\n\n\n

    Create your own tags that fit your business, like:<\/p>\n\n\n\n