# ChartMogul (Actions) Destination

## Destination Info

* Accepts [Page](/docs/segment/connections/spec/page), [Alias](/docs/segment/connections/spec/alias), [Group](/docs/segment/connections/spec/group), [Identify](/docs/segment/connections/spec/identify), [Track](/docs/segment/connections/spec/track) calls.
* Refer to it as **Chart Mogul**, **ChartMogul** in the [Integrations object.](/docs/segment/guides/filtering-data/#filtering-with-the-integrations-object)
* This integration is **partner owned.** Please reach out to the partner's support for any issues.
* This destination is **Beta.**

[ChartMogul](https://chartmogul.com/?utm_source=segmentio\&utm_medium=docs\&utm_campaign=partners) is a subscription analytics platform and CRM used by thousands of businesses to measure, understand, and grow their recurring revenue businesses.

This destination is maintained by ChartMogul. For any issues with the destination, [contact their Support team](https://help.chartmogul.com/hc/en-us/requests/new).

## Getting started

1. From your workspace's [Destination catalog page](https://app.segment.com/goto-my-workspace/destinations/catalog) search for "ChartMogul".
2. Select ChartMogul and click **Add Destination**.
3. Select an existing Source to connect to ChartMogul (Actions).
4. [Create a source](https://app.chartmogul.com/#/data-platform/sources/add-source) in ChartMogul.
5. Make sure the **Account / Contact / Enrichment data** tab is selected and click **Twilio Segment**.
6. Enter the **Name** for your source.
7. Under **Create a company in ChartMogul when** select:
   * **the email or UserID is created** — if you recognize any individual who interacts with your organization as a lead and want to create a [customer record](https://help.chartmogul.com/hc/en-us/articles/214085765) for them
   * **user is added to a company** — if you recognize an individual who interacts with your organization as a lead only if they're part of an organization
8. Copy the **Webhook URL**.
9. Click **SAVE AND CONTINUE CONFIGURATION IN SEGMENT**.
10. Paste the **Webhook URL** in the ChartMogul destination settings in Segment.

## Destination Settings

| Field                  | Description                                            | Required | Type   |
| ---------------------- | ------------------------------------------------------ | -------- | ------ |
| ChartMogul webhook URL | Copy the webhook URL from ChartMogul and paste it here | Yes      | string |

## Available Actions

Build your own Mappings. Combine supported [triggers](/docs/segment/connections/destinations/actions/#components-of-a-destination-action) with the following ChartMogul-supported actions:

> \[!NOTE]
>
> Individual destination instances have support a maximum of 50 mappings.

* [Send Customer](#send-customer)
* [Send Contact](#send-contact)

### Send Customer

Send a Customer (company) to ChartMogul CRM

Send Customer is a **Cloud** action. The default Trigger is `type = "group"`

| Field           | Description                                  | Required | Type     |
| --------------- | -------------------------------------------- | -------- | -------- |
| MessageId       | The Segment message id                       | Yes      | STRING   |
| Event Timestamp | The timestamp at which the event was created | Yes      | DATETIME |
| Sent At         | When the event was sent                      | Yes      | DATETIME |
| User Id         | Segment User Id                              | Yes      | STRING   |
| Group Id        | Segment Group Id                             | Yes      | STRING   |
| Name            | The company's name                           | No       | STRING   |
| Description     | The company's name                           | No       | STRING   |
| Email           | The company's email                          | No       | STRING   |
| Website         | The company's website URL                    | No       | STRING   |
| Created at      | Date the group’s account was first created   | No       | DATETIME |
| Address         | The company’s address details                | No       | OBJECT   |

### Send Contact

Send a Contact to ChartMogul CRM

Send Contact is a **Cloud** action. The default Trigger is `type = "identify"`

| Field           | Description                                                                              | Required | Type     |
| --------------- | ---------------------------------------------------------------------------------------- | -------- | -------- |
| MessageId       | The Segment message id                                                                   | Yes      | STRING   |
| Event Timestamp | The timestamp at which the event was created                                             | Yes      | DATETIME |
| Sent At         | When the event was sent                                                                  | Yes      | DATETIME |
| User Id         | Segment User Id                                                                          | No       | STRING   |
| Anonymous Id    | Segment Anonymous Id                                                                     | No       | STRING   |
| Email           | The user's email                                                                         | No       | STRING   |
| First Name      | The contact's first name                                                                 | No       | STRING   |
| Last Name       | The contact's last name                                                                  | No       | STRING   |
| Full Name       | The contact's full name. It is used if first\_name and last\_name are not provided.      | No       | STRING   |
| Title           | The contact's job or personal title                                                      | No       | STRING   |
| Phone Number    | The contact's phone number                                                               | No       | STRING   |
| LinkedIn        | The contact's LinkedIn URL                                                               | No       | STRING   |
| Twitter (X)     | The contact's Twitter (X) URL or handle                                                  | No       | STRING   |
| Company         | The contact's Company. It creates a Customer in ChartMogul if the company id is present. | No       | OBJECT   |

## Supported event calls

ChartMogul (Actions) accepts two types of event calls:

* [Identify](/docs/segment/connections/spec/identify/) — used for contact details
* [Group](/docs/segment/connections/spec/group/) — used for customer details

ChartMogul uses attributes from these calls to create new or update existing [custom attributes](https://help.chartmogul.com/hc/en-us/articles/206120219) for contacts or customers, or to update customers' select [standard attributes](https://help.chartmogul.com/hc/en-us/articles/5321255006364#standard-attributes).

## Engage

You can send computed traits and audiences generated using [Engage](/docs/segment/engage) to this destination as a **user property**. To learn more about Engage, schedule a [demo](https://segment.com/contact/demo).

For user-property destinations, an [identify](/docs/segment/connections/spec/identify/) call is sent to the destination for each user being added and removed. The property name is the snake\_cased version of the audience name, with a true/false value to indicate membership. For example, when a user first completes an order in the last 30 days, Engage sends an Identify call with the property `order_completed_last_30days: true`. When the user no longer satisfies this condition (for example, it's been more than 30 days since their last order), Engage sets that value to `false`.

When you first create an audience, Engage sends an Identify call for every user in that audience. Later audience syncs only send updates for users whose membership has changed since the last sync.

> \[!NOTE]
>
> Real-time audience syncs to ChartMogul (Actions)  may take six or more hours for the initial sync to complete. Upon completion, a sync frequency of two to three hours is expected.

## Settings

Segment lets you change these destination settings from the Segment app without having to touch any code.

| Field                  | Description                                            | Required | Type   |
| ---------------------- | ------------------------------------------------------ | -------- | ------ |
| ChartMogul webhook URL | Copy the webhook URL from ChartMogul and paste it here | Yes      | string |