Freshworks CRM (Freshsales Suite) + ChartMogul Integration

Integrate ChartMogul to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Create customers, update account attributes, fetch metrics, and log details automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
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2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • ChartMogul
    Create customer in ChartMogul
  • ChartMogul
    Search customer by email in ChartMogul
  • ChartMogul
    Update customer in ChartMogul
  • ChartMogul
    Merge customer in ChartMogul
  • ChartMogul
    Get customer count in ChartMogul
  • ChartMogul
    Create contact in ChartMogul
  • ChartMogul
    Add custom attribute to customer by email in ChartMogul
  • ChartMogul
    Create a data source in ChartMogul
  • ChartMogul
    Get LTV (Customer lifetime value) in ChartMogul
  • ChartMogul
    Get ARR in ChartMogul
  • ChartMogul
    Get MRR in ChartMogul
  • ChartMogul
    Get average revenue per account (ARPA) in ChartMogul
  • ChartMogul
    Get average sale price (ASP) in ChartMogul
  • ChartMogul
    Get customer churn rate in ChartMogul
  • ChartMogul
    Get MRR churn rate in ChartMogul
  • ChartMogul
    Get all key metrics in ChartMogul
  • ChartMogul
    Add tag to customer in ChartMogul
  • ChartMogul
    Export activities in ChartMogul

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Ready Workflows Ready Workflows for ChartMogul + Freshworks CRM (Freshsales Suite) Integration

Capture contacts, create subscription records, fetch financial metrics, and sync deal details, all in just one click.

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + ChartMogul Integration

Create ChartMogul customer for new Freshworks CRM (Freshsales Suite) contact

If you're using Freshworks CRM (Freshsales Suite) to manage your sales leads, it's important to also use ChartMogul to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Freshworks CRM (Freshsales Suite), a corresponding customer will automatically be created in ChartMogul.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your ChartMogul + Freshworks CRM (Freshsales Suite) flow

Streamline billing, email marketing, CRM tracking, support, spreadsheets, and team alerts after your core automation runs. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
ChartMogul
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
IntercomIntercom (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
F
C
S
When a contact is created in Freshworks CRM (Freshsales Suite), create a customer in ChartMogul and create a customer in Stripe.
New Freshworks CRM (Freshsales Suite) contacts instantly register as customers in ChartMogul and Stripe without manual data entry.
F
C
S
When a deal is created in Freshworks CRM (Freshsales Suite), create a customer in ChartMogul and create a subscription in Stripe.
New deals in Freshworks CRM (Freshsales Suite) trigger customer setup in ChartMogul and active subscriptions in Stripe.
F
C
S
When a contact is updated in Freshworks CRM (Freshsales Suite), update the customer in ChartMogul and search the customer in Stripe.
Updated contact details in Freshworks CRM (Freshsales Suite) automatically update ChartMogul records and verify billing data in Stripe.
F
C
S
When an account is created in Freshworks CRM (Freshsales Suite), create a data source in ChartMogul and create an invoice in Stripe.
New accounts in Freshworks CRM (Freshsales Suite) establish ChartMogul data sources and generate Stripe invoices instantly.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and ChartMogul

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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ChartMogul
ChartMogul Triggers & Actions
No trigger is available
Create customer in ChartMogul
Adds a new customer to the database
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Search customer by email in ChartMogul
Searches for a customer by their email address
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Update customer in ChartMogul
Updates a customer's information
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Merge customer in ChartMogul
Combines duplicate customer profiles into a single record
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Get customer count in ChartMogul
Retrieves and display the total number of customers
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Create contact in ChartMogul
Adds a new contact to the contact list
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Add custom attribute to customer by email in ChartMogul
Assigns a custom attribute to a customer based on their email address
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Create a data source in ChartMogul
Creates a new data source
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Get LTV (Customer lifetime value) in ChartMogul
Calculates the lifetime value of a customer
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Get ARR in ChartMogul
Retrieves the average rate of return (arr) metric
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Get MRR in ChartMogul
Retrieves monthly recurring revenue data
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Get average revenue per account (ARPA) in ChartMogul
Calculates the average revenue generated per account
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Get average sale price (ASP) in ChartMogul
Retrieves the average sale price (asp) of the item
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Get customer churn rate in ChartMogul
Calculates the rate at which customers are leaving the business
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Get MRR churn rate in ChartMogul
Retrieves the monthly recurring revenue (mrr) churn rate from a designated data source
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Get all key metrics in ChartMogul
Retrieves all essential performance indicators for analysis and reporting
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Add tag to customer in ChartMogul
Categorizes and assigns a tag to a customer based on predefined conditions
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Export activities in ChartMogul
Exports activities
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What can you automate with ChartMogul + Freshworks CRM (Freshsales Suite)?

Streamline your subscription management and CRM workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync new contacts into subscription profiles
Automatically create a customer in ChartMogul whenever a new contact is created in Freshworks CRM (Freshsales Suite). Eliminate manual data entry between your sales pipeline and subscription analytics.
📋
Capture complete customer attributes
Add custom attributes and tags to your ChartMogul customers based on contact creation events in Freshworks CRM (Freshsales Suite). Ensure your subscription metrics reflect detailed buyer profiles.
🔔
Alert your team instantly on deal creation
Send instant notifications to team channels whenever a new deal is created in Freshworks CRM (Freshsales Suite) and retrieve key revenue metrics from ChartMogul.
🔀
Route records based on submitted deal fields
Execute different follow-up actions depending on the specific deal stage or account value submitted in Freshworks CRM (Freshsales Suite) and update your ChartMogul records accordingly.
🔄
Keep customer data continuously updated
Automatically update customer profiles in ChartMogul whenever contact details or account information change in Freshworks CRM (Freshsales Suite).
🔍
Search and match existing records
Search for existing customers by email or ID before creating records, preventing duplicate entries across your CRM and analytics tools.
📉
Track churn and revenue metrics on status changes
Fetch MRR, ARR, and customer lifetime value metrics automatically when deals are updated or closed in Freshworks CRM (Freshsales Suite).
🔌
Extend your workflow to external apps
Connect your core ChartMogul and Freshworks CRM (Freshsales Suite) workflow with Slack, Google Sheets, or HubSpot to keep your entire organization informed.
And much more...

Who is ChartMogul + Freshworks CRM (Freshsales Suite) integration for?

Connect ChartMogul and Freshworks CRM (Freshsales Suite) to eliminate manual data entry, streamline subscription analytics, and keep sales teams aligned.

Finance and reporting teams
Finance and reporting teams
Sales managers
Sales managers
Executive leadership
Executive leadership
Customer success teams
Customer success teams
Account executives
Account executives
Operations specialists
Operations specialists
📈
Finance and reporting teams
You're compiling subscription metrics and revenue reports by hand from disparate systems, but your spreadsheets are always outdated because customer updates happen slowly — automating both apps means every new contact and deal updates your analytics instantly.
Sales managers
You need to track deal progress and customer lifetime value in real time, but pipeline data lags behind actual sales activity — with this integration, your CRM and subscription analytics stay perfectly synchronised.
📊
Executive leadership
You present key SaaS metrics to investors and stakeholders, but pulling accurate MRR and churn numbers requires tedious manual compilation — this integration means your revenue dashboards reflect exact figures without manual effort.
👥
Customer success teams
High volumes of new accounts make it difficult to keep customer profiles updated across billing and support platforms, leading to missed engagement cues — automating both apps means every account change flows seamlessly into your workflow.
💼
Account executives
You depend on upstream handoffs to begin customer onboarding and deal management, but delays leave you in the dark — connecting these apps means every new contact triggers your next step instantly.
🛠️
Operations specialists
You maintain customer records and audit trails, but manual data transfers keep leaving frustrating gaps in your history — this integration means every record is captured accurately from day one.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + ChartMogul

Build and manage your Freshworks CRM (Freshsales Suite) + ChartMogul automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + ChartMogul with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect ChartMogul to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect ChartMogul to Freshworks CRM (Freshsales Suite) in just 1 click using ready templates or ask Integrately AI to build your workflow. Additional apps like Slack, Google Sheets, and HubSpot can also be integrated seamlessly.
Can I automatically create a customer in ChartMogul when a contact is created in Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I connect ChartMogul, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ChartMogul and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does ChartMogul handle customer records during this integration?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) sync contacts and deals?
Frequently Asked Questions
Do I need coding skills to automate ChartMogul and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the ChartMogul and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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You Can Also Connect ChartMogul or Freshworks CRM (Freshsales Suite) With 1500+ Other Apps

ChartMogul
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Connect ChartMogul with billing, subscription analytics, and financial reporting tools to monitor SaaS health.
Freshworks CRM (Freshsales Suite)
Popular Freshworks CRM (Freshsales Suite) Integrations
Sync Freshworks CRM (Freshsales Suite) with sales outreach, customer support, and email marketing apps to close deals faster.