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| 1 | +--- |
| 2 | +title: ChartMogul (Actions) Destination |
| 3 | +id: 65f9888628c310646331738a |
| 4 | +beta: true |
| 5 | +hidden: true |
| 6 | +private: true |
| 7 | +--- |
| 8 | + |
| 9 | + |
| 10 | +{% include content/plan-grid.md name="actions" %} |
| 11 | + |
| 12 | +[ChartMogul](https://chartmogul.com/?utm_source=segmentio&utm_medium=docs&utm_campaign=partners){:target="_blank"} is a subscription analytics platform and CRM used by thousands of businesses to measure, understand, and grow their recurring revenue businesses. |
| 13 | + |
| 14 | +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){:target="_blank"}. |
| 15 | + |
| 16 | +## Getting started |
| 17 | + |
| 18 | +1. From your workspace's [Destination catalog page](https://app.segment.com/goto-my-workspace/destinations/catalog){:target="_blank"} search for "ChartMogul". |
| 19 | +2. Select ChartMogul and click **Add Destination**. |
| 20 | +3. Select an existing Source to connect to ChartMogul (Actions). |
| 21 | +4. [Create a source](https://app.chartmogul.com/#/data-platform/sources/add-source){:target="_blank"} in ChartMogul. |
| 22 | +5. Make sure the **Account / Contact / Enrichment data** tab is selected and click **Twilio Segment**. |
| 23 | +6. Enter the **Name** for your source. |
| 24 | +7. Under **Create a company in ChartMogul when** select: |
| 25 | + - **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){:target="_blank"} for them |
| 26 | + - **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 |
| 27 | +8. Copy the **Webhook URL**. |
| 28 | +9. Click **SAVE AND CONTINUE CONFIGURATION IN SEGMENT**. |
| 29 | +10. Paste the **Webhook URL** in the ChartMogul destination settings in Segment. |
| 30 | + |
| 31 | +{% include components/actions-fields.html %} |
| 32 | + |
| 33 | +## Supported event calls |
| 34 | +ChartMogul (Actions) accepts two types of event calls: |
| 35 | +- [Track](https://segment.com/docs/connections/spec/track/){:target="_blank"} — used for contact details and custom attributes |
| 36 | +- [Group](https://segment.com/docs/connections/spec/group/){:target="_blank"} — used for customer details and custom attributes |
| 37 | + |
| 38 | +ChartMogul uses attributes from these calls to create new or update existing [custom attributes](https://help.chartmogul.com/hc/en-us/articles/206120219){:target="_blank"} for contacts or customers, or to update customers' select [standard attributes](https://help.chartmogul.com/hc/en-us/articles/5321255006364#standard-attributes){:target="_blank"}. |
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