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Get more done with Tidio and ChartMogul integration

Let ChartMogul revenue signals start the conversation, and answer with the account's value in view.

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Integration availability depends on your Tidio plan.

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Category

Analytics

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and ChartMogul

Answer with the numbers in view

ChartMogul shows the plan, the monthly revenue and how long the account has been paying, so an agent knows who they are talking to before deciding anything.

Catch the downgrade early

A downgrade recorded in ChartMogul can open a Tidio conversation, which is the only chance to hear the reason before it becomes a cancellation.

Start onboarding as a chat

A new subscription in ChartMogul triggers a message, so the first week begins with a person who can answer rather than a drip sequence.

Sort the queue by what matters

Revenue data from ChartMogul can shape routing, so the accounts carrying the most weight are not waiting behind a password reset.

Overview

ChartMogul turns your billing data into the numbers that matter: MRR, churn, expansion, lifetime value. Connected to Tidio through Zapier or the Tidio API, those numbers reach the people talking to customers. An agent sees what an account is worth before replying, a downgrade or a cancellation in ChartMogul can open a conversation while it can still be discussed, and a new subscription starts with a person rather than silence.

Key features

  • Know what the account is worth with the ChartMogul plan and revenue next to the chat
  • Talk to churn before it lands when ChartMogul records a downgrade or a cancellation
  • Greet a new subscription with a conversation instead of another welcome email
  • Prioritize by revenue so the queue reflects what ChartMogul says is at stake
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ChartMogul

Analytics

Tags

  • Analytics & Reporting

  • Contact Sync

How it works

Connect ChartMogul in minutes

  1. 1

    Connect Tidio and ChartMogul

    Link the two with Zapier or the Tidio API and choose which ChartMogul customer and revenue fields reach a conversation.

  2. 2

    Pick the signals worth a message

    Cancellations, downgrades, failed payments and new subscriptions in ChartMogul can each start a chat.

  3. 3

    Answer with the context

    Agents see the account value, and what happens in the chat is recorded against the ChartMogul customer.

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Frequently asked questions

Common questions about the ChartMogul integration

What does ChartMogul send to Tidio?

The customer fields you map, such as plan, monthly revenue, subscription status and tenure. ChartMogul keeps the analytics and stays the source for the numbers.

Can this help retention?

It gives you the timing. A downgrade or cancellation in ChartMogul opens a conversation the same day, which is a better moment to ask why than a survey sent a month later.

Is the ChartMogul integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the ChartMogul integration.