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.