Connect Encharge and Search and Save to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
Unsubscribe User
Updated Person
Tag Added To Person
Tag Removed From Person
Choose an Action
Automatically do this!
- Request a new Action for Search and Save
Enable Integrations or automations with these events of Encharge and Search and Save
Enable Integrations or automations with these events of Encharge and Search and Save
Triggers
New User
Triggers when a new user is created.
Unsubscribe User
Triggers when a user is unsubscribed.
Updated Person
Triggers when a person is updated.
Tag Added To Person
Triggers when a person is tagged.
Tag Removed From Person
Triggers when a person is untagged.
Actions
Add or update contact
Add or update a contact
Add Tag to User
Add a tag to an existing user
Remove Tag from Contact
Remove tag from contact
Archive Or Permanently Delete People
Archive or delete people
Unsubscribe Person
Stop all email communications
Get People
Retrieve people by email or ID
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Frequently Asked Questions
To start, connect both your Encharge and Search and Save accounts to viaSocket. Once connected, you can set up a workflow where an event in Encharge triggers actions in Search and Save (or vice versa).
Absolutely. You can customize how Encharge data is recorded in Search and Save. This includes choosing which data fields go into which fields of Search and Save, setting up custom formats, and filtering out unwanted information.
The data sync between Encharge and Search and Save typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Encharge and Search and Save. 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.
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.
Learn MoreAbout Search and Save
The Search & Save system is a Medicare quoting system and CRM for agents use only.
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