Convertri + Encharge Integration

Integrate Convertri to Encharge in one click, or tell Integrately AI how you want each submission handled. Capture every lead, update contact profiles, add targeted tags, and trigger personalized nurturing journeys automatically.

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1.
  • Convertri
    Purchase is added in Convertri Instant
  • Convertri
    Form is submitted in Convertri Instant
  • Encharge
    Person is created in Encharge Instant
  • Encharge
    Person is tagged in Encharge Instant
  • Encharge
    Person is updated in Encharge Instant
  • Encharge
    Person is unsubscribed in Encharge Instant
  • Encharge
    Person is untagged in Encharge Instant
  • Encharge
    Person is created in segment in Encharge
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2.
  • Encharge
    Add or Update Person in Encharge
  • Encharge
    Add tag to person in Encharge
  • Encharge
    Remove tag in Encharge
  • Encharge
    Archive person in Encharge
  • Encharge
    Unsubscribe person in Encharge
  • Encharge
    Search person by email in Encharge

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Ready Workflows Ready Workflows for Convertri + Encharge Integration

Capture form submissions, update person records, add relevant tags, trigger nurturing flows, and manage customer journeys, all in just one click.

Most popular automationsmost-popular-automations
Convertri + Encharge Integration

Create Encharge person for new Convertri response

Automatically creating Encharge person for new Convertri response can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Encharge person can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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Connect more apps to your Convertri + Encharge flow

Sync customer data with billing platforms, notify your team in chat, and log records across your spreadsheets and calendars. Pick a combination and activate it in one click.

Convertri
Encharge
+
StripeStripe (4)
+
WordPressWordPress (4)
+
ShopifyShopify (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
C
E
S
Add every Convertri purchase customer to Encharge, and create a customer record in Stripe.
Convertri purchases automatically create person records in Encharge and set up customer profiles in Stripe without manual data entry.
C
E
S
Create a Stripe invoice for every Convertri purchase, and update the customer profile in Encharge.
Every Convertri purchase triggers an invoice in Stripe while keeping your contact data up to date in Encharge.
C
E
S
When a person is created in Encharge, add or update the contact in Stripe and record the funnel purchase.
Encharge contacts are synced directly with Stripe customer profiles to maintain unified billing and marketing records.
C
E
S
Search for a customer by email in Encharge whenever a Stripe payment succeeds, and update their profile.
Successful Stripe payments instantly look up matching contacts in Encharge to keep customer statuses current.

Supported triggers and actions for Convertri and Encharge

Mix and match to build the exact automation you need

Convertri
Convertri Triggers & Actions
Instant
Purchase is added in Convertri
Triggers the automation when a new purchase is created
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Instant
Form is submitted in Convertri
Triggers the automation when a form is filled
Try it →
No action is available
Encharge
Encharge Triggers & Actions
Instant
Person is created in Encharge
Triggers the automation when a new person is created
Try it →
Instant
Person is tagged in Encharge
Triggers the automation when a person is tagged
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Instant
Person is updated in Encharge
Triggers the automation when a person's profile is updated
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Instant
Person is unsubscribed in Encharge
Triggers the automation when a person unsubscribes
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Instant
Person is untagged in Encharge
Triggers the automation when any tag is removed from a person
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Person is created in segment in Encharge
Triggers the automation when a new person is created in a particular segment
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Add or Update Person in Encharge
Adds or update information for a person
Try it →
Add tag to person in Encharge
Assigns tags to individuals based on particular criteria
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Remove tag in Encharge
Removes a tag
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Archive person in Encharge
Save person's data and profile information for future reference
Try it →
Unsubscribe person in Encharge
Removes a person from a mailing list
Try it →
Search person by email in Encharge
Searches for a person using their email address
Try it →

What can you automate with Convertri + Encharge?

Streamline your sales funnels and customer journeys by automating data syncs, tagging, and notifications.

What you can automate?
🔄
Sync Convertri submissions to Encharge instantly
Automatically create or update a person record in Encharge the moment a visitor completes a form or purchase in Convertri. Eliminate manual data entry and keep your CRM updated in real time.
📋
Capture every submitted form field
Map all custom questions and submitted details from your Convertri pages directly into Encharge contact properties instead of just basic names and email addresses.
🔔
Alert your team about new leads
Send instant channel messages or direct notifications whenever a high-value prospect submits a form or completes a funnel purchase.
🔀
Route contacts based on submitted data
Apply specific tags or trigger tailored onboarding sequences in Encharge depending on the specific product purchased or form option selected in Convertri.
✏️
Keep contact records up to date
Automatically update existing person profiles in Encharge whenever a returning customer submits a new form or completes another purchase in your funnels.
🔍
Prevent duplicate contact entries
Search existing databases by email before creating new records, ensuring clean customer profiles and preventing fragmented subscriber lists.
💳
Handle purchase and transaction events
Trigger automated customer journey updates and tag assignments the moment a purchase is added in your Convertri sales funnel.
🌐
Extend flows to your favorite apps
Connect your Convertri and Encharge workflow with Google Sheets, Slack, Stripe, or WordPress to build comprehensive multi-step automation pipelines.
And much more...

Who is Convertri + Encharge integration for?

Connecting Convertri and Encharge helps marketing, sales, and operations teams automate lead capture, streamline customer journeys, and eliminate manual data entry across platforms.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
E-commerce store owners
E-commerce store owners
Customer success leads
Customer success leads
Operations directors
Operations directors
📈
Performance marketers
You're running funnel campaigns across multiple traffic sources but your tracking sheet only updates when someone manually exports submissions, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the CRM instantly and your campaign data stays current.
⚡
Sales development reps
You need to reach out to inbound prospects while they are actively engaged, but waiting for lead lists to sync manually means hours pass before you can make contact — this integration means every form submission triggers an instant profile update so you can call hot leads right away.
🤝
Agency account managers
Your clients expect real-time updates on every funnel purchase and lead acquisition, but piecing together reports by hand leaves room for human error and delayed updates — automating both apps means client dashboards update continuously without requiring manual spreadsheet exports.
🛒
E-commerce store owners
Your sales funnels generate a high volume of daily purchases, and manually copying customer details into your email marketing platform causes bottlenecks and missed follow-ups — connecting these apps means every buyer record is added or updated automatically as orders come in.
🎯
Customer success leads
You depend on upstream funnel data to trigger onboarding email sequences, but delays in data transfer leave new users waiting days for their welcome messages — this integration means onboarding journeys start the exact moment a purchase is added.
📊
Operations directors
You need a reliable audit trail of every form submission and transaction, but manual data handling keeps introducing gaps and mismatched records across systems — automating this workflow means every customer entry is logged and updated with absolute consistency.
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Why choose Integrately to automate Convertri + Encharge

Build and manage your Convertri + Encharge automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Convertri + Encharge with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Convertri to Encharge?
Frequently Asked Questions
You can connect Convertri to Encharge in one click using pre-built workflows on Integrately or by asking Integrately AI to set up the automation for you. Supported apps like Stripe, WordPress, and Google Sheets can also be added easily.
Can I automatically sync form submissions from Convertri to Encharge person profiles?
Frequently Asked Questions
Can I connect Convertri, Encharge, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Convertri and Encharge?
Frequently Asked Questions
How does Convertri handle form submissions and purchases in this integration?
Frequently Asked Questions
How are contacts updated and tagged in Encharge during the automation?
Frequently Asked Questions
Do I need coding skills to automate Convertri and Encharge?
Frequently Asked Questions
Is the Convertri and Encharge integration free?
Frequently Asked Questions
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