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- Staples
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ChartMogul Registered user
Subscribed 2 years, 10 months ago
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<p style="margin:0">
<br/>
Hey James!
<br/>
</p>
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</tr>
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<span style="font-size:14px;">
I’m thrilled to announce the rollout of our latest update — automations and three new integrations, all designed to save you time, cut down on mistakes and help your team work faster.
</span>
<br/>
<br/>
<span style="font-size:14px;">
Here’s a glimpse of what’s new:
</span>
</p>
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<p style="margin:0;font-size:14px;mso-line-height-alt:32.4px">
<span style="font-size:18px;">
<strong>
Automate repetitive tasks in ChartMogul
</strong>
</span>
</p>
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
<span style="font-size:14px;">
</span>
</p>
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
<span style="font-size:14px;">
Automations are helpful workflows that kick into gear based on specific conditions you set. They save you time by handling repetitive tasks and speeding up everyday processes. Plus, they cut down on mistakes made by human error and reduce the need for your engineers to build functionality on top of our APIs.
</span>
<br/>
<br/>
<strong>
<span style="font-size:14px;">
Here are some useful automations to get started with:
</span>
</strong>
</p>
<ul style="line-height:1.8;mso-line-height-alt:25.2px;font-size:14px">
<li>
<span style="font-size:14px;">
Keep your data tidy by automatically merging duplicate customer records
</span>
</li>
<li>
<span style="font-size:14px;">
Instantly identify and tag priority customers and ICP-fit leads
</span>
</li>
<li>
<span style="font-size:14px;">
Save time by automatically routing leads directly to the right salesperson
</span>
</li>
</ul>
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Connect ChartMogul with Hubspot, Segment and Intercom
</strong>
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We’re excited to release new integrations with
<a style="text-decoration: underline; color: #0000FF;">
HubSpot
</a>
,
<a style="text-decoration: underline; color: #0000FF;">
Segment
</a>
and
<a style="text-decoration: underline; color: #0000FF;">
Intercom
</a>
. These integrations automatically import data to ChartMogul, enhancing your ability to segment your customer base and providing visibility over lead and trial data.
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Use these integrations to:
</strong>
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<ul style="line-height:1.8;mso-line-height-alt:25.2px;font-size:14px">
<li aria-level="1">
<span style="font-size:14px;">
Sync customer and contact records to make everything match up across platforms
</span>
</li>
<li aria-level="1">
Enrich customer records in ChartMogul to supercharge segmentation
</li>
<li aria-level="1">
Seamlessly import leads to ChartMogul CRM ready for sales
</li>
</ul>
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
<span style="font-size:14px;">
We’ve added a draft automation to your account to merge new duplicate customer records. We recommend enabling this automation before you connect your ChartMogul account with Hubspot, Segment or Intercom.
</span>
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Nick
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6 months, 1 week ago - nick@chartmogul.com
New Automations + integrations with Hubspot, Intercom and Segment
Hey James! I’m thrilled to announce the rollout of our latest update — automations and three new ...