Use Zapier to automatically send leads and trials from HubSpot to ChartMogul to track metrics such as Leads and Trial-to-Paid Conversion Rate.

Here’s what we cover in this article:

• Setting up a trigger
• Setting up Formatter by Zapier
• Creating a Customer in ChartMogul

Resources and further reading:

• Setting up trial-to-paid conversion rate and lead tracking
• Getting started with ChartMogul and Zapier
• Does ChartMogul display non-paying trial customers?

Before you begin

• Set up the Zapier integration with HubSpot.
• Create a new read & write API key.
• Decide which source you’ll use to import leads and trials from HubSpot.

Step 1 — Set up a trigger

1. Log into Zapier and go to ChartMogul Integrations. Next, enter HubSpot and select the app from the list. Click Connect these apps.
   
2. Click Untitled Zap and enter your Zap’s name. For example, Push leads and trials from HubSpot to ChartMogul.
   
3. Select 1. HubSpot.
   
4. Select New Contact as the Event. Click Continue.
   
   
   
5. Connect your HubSpot account by clicking Sign in.
   
6. Log into HubSpot, select your HubSpot account, and click Choose account. Agree to HubSpot’s terms and privacy policy and click Connect app.
7. Click Continue.
   
8. Confirm the properties you’d like to retrieve with the trigger. Use the Additional properties to retrieve drop-down to include more properties. Click Continue.
   
9. Click Test trigger to test your trigger. Click Continue.

Step 2 — Set up Formatter by Zapier

1. Click + to add a step before 2. ChartMogul. Click the new step.
   
2. In the Change action dialog, select Format from the Built-in tools.
   
3. Select Date / Time as the Event. Click Continue.
   
4. Enter the following details, then click Continue::
   • Transform — select Format
   • Values — select Contact Information: Create Date as the input
   • To Format — select YYYY-MM-DD (2006-01-22)
   • To Timezone — UTC (default)
   • From Format — select X (1137971045)
   • From Timezone — UTC (default)
     

5. Test your action by clicking Test step. Click Continue.

Step 3 — Create a customer in ChartMogul

1. To configure your ChartMogul action, select Create a Customer as the Event and click Continue.
   
2. Click Sign in to connect your ChartMogul account.
   
3. Link your ChartMogul account: enter your read & write API key found under Profile > View Profile > API keys in ChartMogul and click Yes, Continue to ChartMogul. Click Continue.
   
4. To set up the action, enter the following details, then click Continue:
   • Data Source UUID — find your source UUID by navigating to Settings & Data > Sources and clicking the Settings  icon for the source you want to use.
   • Customer Name — select Contact information: First Name and, Contact information: Last Name
   • External ID — select Contact information: Email
   • Customer Email — select Contact information: Email
   • Lead Created at — select Created At
   • Free Trial Started at — select Created At, or choose the formatted date field that best suits your needs. This includes custom fields you’ve created as long as the value is a date. To format any additional dates, you may need to add an action using the Formatter by Zapier app.
     
     
5. Test your action by clicking Test step. Click Continue.
6. Click Publish to activate your Zap.

The Zap will import new leads and trial HubSpot accounts into ChartMogul.

We’d love to hear how you use Zapier. Contact us to share feedback and integration ideas.