{"id":22549,"date":"2025-08-06T09:07:18","date_gmt":"2025-08-06T07:07:18","guid":{"rendered":"https:\/\/chartmogul.com\/blog\/?p=22549"},"modified":"2025-08-06T09:31:24","modified_gmt":"2025-08-06T07:31:24","slug":"sync-saas-metrics-to-hubspot-companies","status":"publish","type":"post","link":"https:\/\/chartmogul.com\/blog\/sync-saas-metrics-to-hubspot-companies\/","title":{"rendered":"Sync SaaS metrics to HubSpot Companies"},"content":{"rendered":"\n<p>You can now automatically sync key subscription data from ChartMogul including MRR, customer status, billing cycles, and more, directly to <a href=\"https:\/\/ecosystem.hubspot.com\/marketplace\/apps\/chartmogul-to-hubspot-sync-11742747\">Company records in HubSpot<\/a>.\u00a0<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"542\" src=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-16-at-14.03.54-1-1024x542.png\" alt=\"Sync subscription data directly into HubSpot\" class=\"wp-image-22565\" srcset=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-16-at-14.03.54-1-1024x542.png 1024w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-16-at-14.03.54-1-300x159.png 300w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-16-at-14.03.54-1-720x381.png 720w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-16-at-14.03.54-1.png 1409w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-16-at-14.03.54-1-300x159@2x.png 600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">What can you do with the ChartMogul HubSpot destination?<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Action upcoming renewals inside HubSpot<\/strong><\/h3>\n\n\n\n<p>Once configured, the HubSpot destination surfaces actionable data points directly on Company records, so your team can see upcoming renewals by data and amount.<\/p>\n\n\n\n<p><strong>Real-world example:<\/strong><br>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\u2019s no need to dig through ChartMogul, billing systems, or spreadsheets.&nbsp;<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>\u201cWe built this to close the gap between insights and action. No more switching tools to connect subscription and customer insights.\u201d<\/em> Nick Franklin, CEO, ChartMogul<\/p>\n<\/blockquote>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n\n<\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Automate workflows to nurture top-paying accounts<\/strong><\/h3>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<p><strong>Real-world example:<\/strong><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Re-engage churned customers with targeted outreach<\/strong><\/h3>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<p><strong>Real-world example:<\/strong><\/p>\n\n\n\n<p>Let\u2019s say a customer churned three months ago from your Growth plan. With ChartMogul syncing churn status and plan history into HubSpot, they\u2019re automatically added to a Smart List of high-potential churned accounts.<\/p>\n\n\n\n<p>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\u2019s timely, relevant, and completely automated.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What customer data can you send from ChartMogul to HubSpot?<\/h2>\n\n\n\n<p>You can send the following ChartMogul attributes to the right properties on the Company object in HubSpot:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Monthly Recurring Revenue (MRR)<\/li>\n\n\n\n<li>Annual Run Rate (ARR)&nbsp;<\/li>\n\n\n\n<li>Net Payments \u2014 The customer\u2019s total amount of successful transactions<\/li>\n\n\n\n<li>Subscriber Since \u2014 The date and time the customer became an Active Subscriber<\/li>\n\n\n\n<li>Customer Status \u2014 Either a lead status or a subscriber status<\/li>\n\n\n\n<li>Plans \u2014 The plans the customer is subscribed to<\/li>\n\n\n\n<li>Billing Cycles \u2014 The frequencies with which the customer is paying you<\/li>\n\n\n\n<li>Trial Started At \u2014 The date and time the customer started a trial of your product\/service<\/li>\n\n\n\n<li>Currency \u2014 The ISO code for the customer\u2019s billing currency, e.g., USD or EUR<\/li>\n\n\n\n<li>&#8230;and more!<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Set up your HubSpot destination&nbsp;<\/h3>\n\n\n\n<p>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\u2019ll 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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"578\" src=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-16-at-14.46.36-1024x578.png\" alt=\"Set up your HubSpot destination\u00a0\" class=\"wp-image-22566\" srcset=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-16-at-14.46.36-1024x578.png 1024w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-16-at-14.46.36-300x169.png 300w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-16-at-14.46.36-720x406.png 720w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-16-at-14.46.36.png 1335w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-16-at-14.46.36-300x169@2x.png 600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/help.chartmogul.com\/hc\/en-us\/articles\/20045425031324-Configuring-HubSpot-as-a-destination\">Get started with the setup guide.<\/a><\/p>\n\n\n\n<p>We\u2019re 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\u2019s works for you and what you&#8217;d love to see next.<\/p>\n\n\n\n\n","protected":false},"excerpt":{"rendered":"<p>You can now automatically sync key subscription data from ChartMogul including MRR, customer status, billing cycles, and more, directly to Company records in HubSpot.\u00a0 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 &hellip;<\/p>\n","protected":false},"author":78,"featured_media":22556,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[2019,2018,175],"class_list":["post-22549","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates","tag-destinations","tag-hubspot","tag-integrations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sync SaaS metrics to HubSpot Companies | ChartMogul<\/title>\n<meta name=\"description\" content=\"You can now automatically sync key subscription data from ChartMogul including MRR, customer status, billing cycles, and more, directly to Company records\" \/>\n<meta name=\"robots\" content=\"index, follow\" \/>\n<link rel=\"canonical\" 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