All integrations

HubSpot and ChartMogul

ChartMogul works with HubSpot in both directions. It imports your HubSpot companies and contacts, so you can see them next to their billing data, and it writes MRR, ARR, plans, and customer status back to HubSpot companies, so your sales and success teams see revenue where they already work.

At a glance

HubSpot Source

Built and supported by
ChartMogul
Pricing
Counts as a CRM source
What it does
  • Customer and contact data into ChartMogul
Setup
Read the setup guide

HubSpot Destination

Built and supported by
ChartMogul
Pricing
Counts as one standard destination
What it does
  • Metrics from ChartMogul
  • Customer and contact data from ChartMogul
Setup
Read the setup guide

From HubSpot into ChartMogul

ChartMogul imports your HubSpot companies as customers and your contacts into its CRM, every hour. Most default properties and all custom properties come in as custom attributes, and you can map a HubSpot field to each customer's lead date. You can limit the import to contacts that belong to a company, to leave out newsletter subscribers and similar.

To avoid duplicates, set up a merge automation so HubSpot companies merge with the matching customers from your billing system.

From ChartMogul into HubSpot

ChartMogul writes its data to your HubSpot companies as custom properties, each starting with chartmogul_. They include MRR, ARR, net payments, customer status, plans, billing cycles, subscriber since, renewal date, churn date, and a link to the customer's record in ChartMogul. The sync runs once a day, starting at 09:00 UTC.

Before you connect

  • You connect by signing in to HubSpot and approving access. No API keys needed.
  • For the destination, choose the field you match on carefully: it can't be changed after setup.

Setting it up

The HubSpot guides cover importing from HubSpot and sending data to HubSpot, including the full list of fields.

HubSpot integration questions

Does the HubSpot integration cost extra?

No. Sending data to HubSpot is a standard destination, available on every plan. Importing from HubSpot uses a CRM source; the pricing page shows which plans include CRM sources.

How does ChartMogul match its customers to HubSpot companies?

When you set up the destination, you pick one ChartMogul field, such as external ID, company name, website, or a custom attribute, and map it to one or more HubSpot company properties. You can't change the mapping later without recreating the destination, so choose carefully.

How often does data move between HubSpot and ChartMogul?

ChartMogul imports from HubSpot every hour, and sends data to HubSpot once a day, starting at 09:00 UTC.