Connect ChartMogul to HubSpot

Adds custom attributes to customers that have the specified email address. See the docs here

Adds custom attributes to a given customer. See the docs here

Adds tags to customers that have the specified email address. See the docs here

Adds tags to a given customer. See the docs here

Creates a customer object in ChartMogul under the specified data_source See the docs here

Retrieves available options for the Customer Email field.

Retrieves available options for the Customer UUID field.

Retrieves available options for the Data Source UUID field.

Accepts details of two customer objects that you want to merge. See the docs here

Retrieves all key metrics, for the specified time period. See the docs here

Retrieves the Annualized Run Rate (ARR), for the specified time period. See the docs here

Retrieves the Average Revenue Per Account (ARPA), for the specified time period. See the docs here

Retrieves the Average Sale Price (ASP), for the specified time period. See the docs here

Retrieves the Customer Churn Rate, for the specified time period. See the docs here

Retrieves the number of active customers, for the specified time period. See the docs here

Retrieves the Customer Lifetime Value (LTV), for the specified time period. See the docs here

Retrieves a customer object from your ChartMogul account. See the docs here

Retrieves the Monthly Recurring Revenue (MRR), for the specified time period. See the docs here

Retrieves the Net MRR Churn Rate, for the specified time period. See the docs here

Returns a list of all customer objects with the specified email address in your ChartMogul account. See the docs here

Returns a list of all customer objects with the specified external_id in your ChartMogul account. See the docs here

Updates certain modifiable attributes of a customer object in your ChartMogul account. See the docs here

Adds a comment to a thread. See the documentation

Adds a contact to a specific static list. See the documentation

MCP and AI agents: **Prefer this action** when the user wants to **leave a note on a HubSpot contact** using a **contact ID** and note text. Exposes only hubspot, contactId, and noteBody (no engagement-type step, no reloadProps, no dynamic HubSpot schema fields). Do **not** use **Create Engagement** for this workflow. For every writable note property or non-contact associations, use **Create Note** instead. See the documentation

Archives a thread (soft delete). The thread is hidden from active views but can be restored via the HubSpot UI or by listing archived threads. See the documentation

Create a batch of companies in Hubspot. See the documentation

Create or update a batch of contacts by its ID or email. See the documentation

Update a batch of companies in Hubspot. See the documentation

Upsert a batch of companies in Hubspot. See the documentation

Clone a marketing email in HubSpot. See the documentation

Clone a site page in Hubspot. See the documentation

Create a new workflow. See the documentation

Create an association (link) between two CRM records. For example, associate a contact with a company, a deal with a contact, or a ticket with a company. Common association type IDs: contact→company (1), company→contact (2), deal→contact (3), contact→deal (4), deal→company (5), company→deal (6), ticket→contact (15), contact→ticket (16), ticket→company (26), company→ticket (25). See the documentation

Create associations between objects. See the documentation

Creates a new blog post in HubSpot. See the documentation

Create a WhatsApp, LinkedIn, or SMS message. See the documentation

Create a company in Hubspot. See the documentation

Create a contact workflow in Hubspot. See the documentation

Create a new CRM record (contact, company, deal, ticket, etc.). Pass property values as a JSON object in the properties parameter. Use **Search Properties** to discover available fields for the object type, **Get Properties** to find valid enum values (e.g. lifecyclestage, dealstage), and **List Pipelines and Stages** to find valid pipeline/stage IDs for deals and tickets. Use **List Owners** to find valid hubspot_owner_id values. See the documentation

Create a new custom object in Hubspot. See the documentation

Create a deal in Hubspot. See the documentation

Create a **task, meeting, email, call, or note** engagement with optional associations. Set **Engagement Type** and pass engagement fields in **Object Properties** (HubSpot property names, e.g. hs_note_body for notes). No reloadProps step and no **CONFIGURE_COMPONENT** requirement: association fields accept raw HubSpot IDs (use **Search CRM** or the Associations API to resolve associationType when needed). For **only** a note on a contact by ID, **Add Note to Contact** (hubspot-add-note-to-contact) is still simpler. See the documentation

Create a form in HubSpot. See the documentation

Create a landing page in Hubspot. See the documentation

Create a lead in Hubspot. See the documentation