Customerly + Encharge Integration

Integrate Customerly to Encharge in one click, or tell Integrately AI how you want each lead handled. Capture leads, add tags, update records, and trigger nurturing flows automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly 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
Arrow Right
2.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
  • 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 Customerly + Encharge Integration

Capture leads, tag users, update person details, and trigger personalised email sequences, all in just one click.

Most popular automationsmost-popular-automations
Encharge + Customerly Integration

Create Customerly contact for new Encharge person

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Customerly contact and Encharge person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Customerly + Encharge Integration

Create Encharge person for new Customerly contact

If you're using Customerly to manage your sales leads, it's important to also use Encharge to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Customerly, a corresponding person will automatically be created in Encharge.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Customerly + Encharge flow

Send order details, sync customer segments, and alert your support team across your wider stack. Pick a combination and activate it in one click.

Customerly
Encharge
+
ShopifyShopify (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
TypeformTypeform (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
S
C
E
Create a user in Customerly and add an Encharge person whenever a new Shopify order is placed.
New Shopify orders instantly create a user in Customerly and add a person in Encharge, removing manual data entry.
S
C
E
When a Shopify customer is updated, add a tag in Customerly and tag the person in Encharge.
Keep Customerly and Encharge updated whenever a Shopify customer record changes.
S
C
E
If a Shopify order value exceeds your threshold, create a lead in Customerly and add a VIP tag in Encharge.
Route high-value Shopify orders directly into Customerly and Encharge for VIP engagement.
S
C
E
Use Claude to summarise new Shopify purchase feedback, create a lead in Customerly, and update Encharge.
Extract insights from Shopify feedback using Claude before storing records in Customerly and Encharge.

Supported triggers and actions for Customerly and Encharge

Mix and match to build the exact automation you need

Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
Try it β†’
Create user in Customerly
Generates a new user account
Try it β†’
Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
Try it β†’
Encharge
Encharge Triggers & Actions
Instant
Person is created in Encharge
Triggers the automation when a new person is created
Try it β†’
Instant
Person is tagged in Encharge
Triggers the automation when a person is tagged
Try it β†’
Instant
Person is updated in Encharge
Triggers the automation when a person's profile is updated
Try it β†’
Instant
Person is unsubscribed in Encharge
Triggers the automation when a person unsubscribes
Try it β†’
Instant
Person is untagged in Encharge
Triggers the automation when any tag is removed from a person
Try it β†’
Person is created in segment in Encharge
Triggers the automation when a new person is created in a particular segment
Try it β†’
Add or Update Person in Encharge
Adds or update information for a person
Try it β†’
Add tag to person in Encharge
Assigns tags to individuals based on particular criteria
Try it β†’
Remove tag in Encharge
Removes a tag
Try it β†’
Archive person in Encharge
Save person's data and profile information for future reference
Try it β†’
Unsubscribe person in Encharge
Removes a person from a mailing list
Try it β†’
Search person by email in Encharge
Searches for a person using their email address
Try it β†’

What can you automate with Customerly + Encharge?

Connect Customerly and Encharge to streamline lead synchronisation, user tagging, and automated customer journeys.

What you can automate?
πŸ”„
Sync new leads between Customerly and Encharge instantly
Automatically create an Encharge person whenever a new lead is registered in Customerly, ensuring your email sequences trigger without delay.
πŸ“‹
Capture every submitted field and custom attribute
Map all available lead details and custom attributes from Customerly into Encharge profiles instead of only basic contact information.
πŸ””
Notify your team as soon as a user converts
Alert your sales or support channel the moment a lead converts to a user in Customerly and updates in Encharge.
πŸ”€
Route records based on submitted user tags
Perform different actions depending on specific tags applied in Customerly or Encharge, ensuring targeted follow-up workflows.
✏️
Keep customer profiles up to date automatically
Reflect any status changes or profile updates made in Customerly across your Encharge contact database in real time.
πŸ›‘οΈ
Add or update records to prevent duplicates
Search existing contacts by email before creating new records, ensuring your database remains clean and free of duplicate entries.
⏸️
Handle unsubscriptions and status changes
Automatically unsubscribe contacts in Encharge whenever a user unsubscribes or changes status in Customerly.
πŸ”—
Extend your workflow to Slack or Shopify
Connect your core Customerly and Encharge flow to Slack for team notifications or Shopify for e-commerce event triggers.
And much more...

Who is Customerly + Encharge integration for?

Customer success teams, marketing managers, and e-commerce founders streamline engagement and remove manual data copying between Customerly and Encharge.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success managers
Client success managers
E-commerce support teams
E-commerce support teams
Onboarding specialists
Onboarding specialists
CRM administrators
CRM administrators
πŸ“ˆ
Performance marketers
You're running campaigns across multiple acquisition channels but your conversion tracking sheet only updates when someone manually exports leads, so the metrics you're optimising against are always a few hours behind β€” with this integration, every new lead lands in both systems instantly and your data stays current.
⚑
Sales representatives
You need to reach out to high-intent prospects the moment they express interest, but leads sit in your inbox until someone remembers to copy them over, resulting in cold responses β€” automating both apps means every lead is created instantly and you can engage buyers without delay.
πŸ“Š
Client success managers
You answer to stakeholders who want to see accurate customer engagement numbers before meetings, but your records are scattered across disconnected platforms and manual updates take hours β€” connecting these apps means your CRM and email journey data remain perfectly synchronised.
πŸ›’
E-commerce support teams
The volume of inbound customer inquiries is too high for anyone to keep up by hand, leading to missed tickets and frustrated shoppers β€” this integration means every customer interaction flows seamlessly into your support queue without manual effort.
🀝
Onboarding specialists
You own the welcome journey and depend on sales to hand over new accounts on time, but manual handoffs frequently cause delays in customer onboarding β€” automating both apps ensures every new user enters your nurturing sequence the second they convert.
πŸ—‚οΈ
CRM administrators
You need a reliable customer history for auditing and reporting, but manual data entry leaves frustrating gaps and duplicate records in your database β€” with this integration, every user action and tag update is recorded accurately across platforms.
Our team

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Why choose Integrately to automate Customerly + Encharge

Build and manage your Customerly + 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 Customerly + 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 β€” 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
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2
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Customerly to Encharge?
Frequently Asked Questions
You can connect Customerly to Encharge in 1 click using ready workflows on Integrately, or use Integrately AI to build custom flows with Shopify, Stripe, Slack, and 1,500+ other apps.
Can I automatically sync new leads from Customerly into Encharge?
Frequently Asked Questions
Can I connect Customerly, Encharge, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and Encharge?
Frequently Asked Questions
How does Customerly handle lead data during integration?
Frequently Asked Questions
How does Encharge receive updates from Customerly?
Frequently Asked Questions
Do I need coding skills to automate Customerly and Encharge?
Frequently Asked Questions
Is the Customerly and Encharge integration free?
Frequently Asked Questions
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You Can Also Connect Customerly or Encharge With 1500+ Other Apps

Customerly
Popular Customerly Integrations
Connect Customerly to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
Encharge
Popular Encharge Integrations
Sync Encharge with marketing, analytics, and sales tools to keep data working across your stack.
See All
Encharge Integrations arrow right
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