Connect Microsoft Excel and Encharge to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Add Row to Table
Add Row to the End of Specific Table
Update Row
Update Row
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 a single tag to an existing user identified by their email in Encharge.
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Step by step guides to integrate Microsoft Excel and Encharge
Frequently Asked Questions
To start, connect both your Microsoft Excel and Encharge accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Encharge (or vice versa).
Absolutely. You can customize how Microsoft Excel data is recorded in Encharge. This includes choosing which data fields go into which fields of Encharge, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Excel and Encharge 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 Microsoft Excel and Encharge. 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 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
Learn MoreAbout 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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