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Encharge + Vitally

Add tags in Encharge when customers enter new segments in Vitally

Start categorizing your customers efficiently as soon as they enter a new segment in Vitally. This workflow ensures every time a customer enters a new segment in Vitally, they instantly get a corresponding tag added in Encharge. Not only does this eliminate the manual work of categorizing and tagging customers, but it also ensures your customer data is always up-to-date across your two favorite apps, making your customer management more effective and streamlined.

Start categorizing your customers efficiently as soon as they enter a new segment in Vitally. This workflow ensures every time a customer enters a new segment in Vitally, they instantly get a corresponding tag added in Encharge. Not only does this eliminate the manual work of categorizing and tagging customers, but it also ensures your customer data is always up-to-date across your two favorite apps, making your customer management more effective and streamlined.

  1. When this happens...
    VitallyVitally
    Customer Entered Segment

    Triggers when a Customer first enters a Segment

    TriggerInstant
  2. automatically do this!
    EnchargeEncharge
    Add Tag

    Tag a person in Encharge

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Vitally triggers, actions, and search

    Customer Created

    Triggers when a new Customer is created in Vitally

    Trigger
    Instant
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    • Custom ObjectRequired

    Trigger
    Scheduled
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    • Custom ObjectRequired

    Trigger
    Instant
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    • Playbook

    Trigger
    Instant
    Try It
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encharge logo

About Encharge

Encharge is marketing automation built for SaaS companies. We help our users create personalized customer journeys to increase revenue.

Related categories

  • Marketing
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vitally logo

About Vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.
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