Integrations Encharge Clearpoint Strategy
Encharge + Clearpoint Strategy

Connect Encharge and Clearpoint Strategy to Build Intelligent Automations

Choose a Trigger

Encharge

When this happens...

Choose an Action

Clearpoint Strategy

Automatically do this!

Enable Integrations or automations with these events of Encharge and Clearpoint Strategy

Enable Integrations or automations with these events of Encharge and Clearpoint Strategy

Triggers

New User

New User

Triggers when a new user is created.

Unsubscribe User

Unsubscribe User

Triggers when a user is unsubscribed.

Updated Person

Updated Person

Triggers when a person is updated.

Tag Added To Person

Tag Added To Person

Triggers when a person is tagged.

Tag Removed From Person

Tag Removed From Person

Triggers when a person is untagged.

Request a new Trigger for Encharge

Actions

Add or Update Person

Add or Update Person

Create a new person or update an existing person in Encharge using the provided email and profile details.

Add Tag To User

Add Tag To User

Add a single tag to an existing user identified by their email in Encharge.

Remove Tag

Remove Tag

Remove a specified tag from the user identified by the provided email address.

Archive or Delete Person

Archive or Delete Person

Archive a person by email, or permanently delete them if 'Delete Permanently' is set to true.

Unsubscribe Person

Unsubscribe Person

Unsubscribes the person with the given email from all Encharge email communications.

Request a new Action for Encharge

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Frequently Asked Questions

How do I start an integration between Encharge and Clearpoint Strategy?

To start, connect both your Encharge and Clearpoint Strategy accounts to viaSocket. Once connected, you can set up a workflow where an event in Encharge triggers actions in Clearpoint Strategy (or vice versa).

Can we customize how data from Encharge is recorded in Clearpoint Strategy?

Absolutely. You can customize how Encharge data is recorded in Clearpoint Strategy. This includes choosing which data fields go into which fields of Clearpoint Strategy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Encharge and Clearpoint Strategy?

The data sync between Encharge and Clearpoint Strategy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Encharge to Clearpoint Strategy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Encharge and Clearpoint Strategy?

Yes, you can set conditional logic to control the flow of data between Encharge and Clearpoint Strategy. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Encharge

About Encharge

Encharge is a powerful marketing automation platform designed to streamline your marketing efforts and enhance customer engagement. With its intuitive interface, Encharge allows businesses to create personalized customer journeys, automate email campaigns, and integrate seamlessly with other tools to optimize marketing strategies.

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Clearpoint Strategy

About Clearpoint Strategy

Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.

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