Integrations Encharge Microsoft Excel
Encharge + Microsoft Excel

Connect Encharge and Microsoft Excel to Build Intelligent Automations

Choose a Trigger

Encharge

When this happens...

Choose an Action

Microsoft Excel

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

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Do thisActions

Action is the task that follows automatically within your Encharge integrations.

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.

Find Row

Find Row

Find a Row in a table by column and value

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Step by step guides to integrate Encharge and Microsoft Excel

Frequently Asked Questions

How do I start an integration between Encharge and Microsoft Excel?

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

Can we customize how data from Encharge is recorded in Microsoft Excel?

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

How often does the data sync between Encharge and Microsoft Excel?

The data sync between Encharge and Microsoft Excel 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 Microsoft Excel?

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 Microsoft Excel?

Yes, you can set conditional logic to control the flow of data between Encharge and Microsoft Excel. 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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Microsoft Excel

About Microsoft Excel

Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns

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