How to connect Encharge with Zapier to automate repetitive marketing tasks

If you’re spending way too much time copying data between apps, manually tagging leads, or just plain bored with repetitive marketing busywork, this guide is for you. We’re going to walk through how to plug Encharge into Zapier so you can automate all the stuff you don’t want to do—without hiring a developer or getting lost in a maze of settings.

Here’s everything you need to know, from connecting the tools to building your first useful automations. We’ll skip the sales fluff and focus on what actually works, what’s worth your time, and what to avoid.

Why bother connecting Encharge and Zapier?

Let’s be real: Encharge is great for email marketing automation, but it doesn’t connect natively to every tool you use. Zapier fills in those gaps. With a good Zapier connection, you can:

  • Add leads from forms, webinars, or CRMs straight into Encharge
  • Trigger emails or workflows in Encharge based on actions in other apps
  • Keep your contact lists up to date automatically
  • Kick off tasks, notifications, or CRM updates when someone takes action in Encharge

If you’re tired of double entry, missed follow-ups, or manual imports/exports, this setup will save your sanity.

What you’ll need

Before you start, make sure you’ve got:

  • An active Encharge account (obviously)
  • A Zapier account (the free plan is fine for testing, but you’ll likely need a paid plan for real automation)
  • Access to any third-party apps you want to connect (think: Google Sheets, Typeform, HubSpot, Calendly, etc.)
  • A clear idea of the repetitive tasks you want to automate (if you’re not sure, start with something simple—don’t try to automate your entire business in one go)

Step 1: Get your Encharge API key

Zapier uses the Encharge API to hook everything up. Here’s how to find your API key:

  1. Log into your Encharge account.
  2. Click on your profile picture in the bottom left, then choose Account Settings.
  3. Go to the API tab.
  4. Copy your API key and keep it handy (don’t share it with anyone you don’t trust).

Pro tip: Treat your API key like a password. If it leaks, someone could mess with your data.

Step 2: Connect Encharge to Zapier

Zapier’s Encharge integration isn’t built-in like Mailchimp or Gmail, but it works well enough for most marketing use cases.

  1. Go to zapier.com and log in.
  2. Click Create Zap.
  3. For your trigger app, pick whatever app kicks off your workflow (for example, “New lead in Typeform”).
  4. For your action app, search for “Encharge.”
  5. If you don’t see Encharge, you might need to use the invite link from Encharge’s documentation or connect via a generic webhook (see below).
  6. When prompted, paste in your Encharge API key.

A quick reality check:
Encharge’s Zapier integration is still developing. Some advanced features (like updating existing contacts or triggering complex flows) might not be available out of the box. For those, you might need to use Zapier’s Webhooks by Zapier actions, which is basically a way to send API calls without writing code. More on that later.

Step 3: Build your first Zap (Example: Add new leads from a form to Encharge)

Let’s walk through a bread-and-butter use case: You want people who fill out your website form to automatically get added to Encharge as contacts, so you can trigger welcome emails or drip campaigns.

Example: Connect Typeform to Encharge

  1. Trigger: In Zapier, choose Typeform as the trigger app and pick “New Entry.”
  2. Action: For the action app, pick Encharge (or use Webhooks if Encharge isn’t listed).
  3. Action event: “Create Person” (or similar—names can change).
  4. Connect your Encharge account using the API key.
  5. Map the fields from Typeform to Encharge (email, name, any tags or custom fields you want).
  6. Test your Zap. Submit a test form entry and make sure it shows up in Encharge.

What works well:
- This is fast and reliable for adding new contacts. - You can map custom fields or tags easily. - Triggers can be set up for almost any form, event, or CRM.

What’s clunky:
- Updating existing contacts (like changing a tag or field) can be tricky—sometimes you’ll need to use a webhook and the Encharge API directly. - If you want to trigger a specific flow in Encharge, you’ll likely need to set up tags or custom fields as triggers in Encharge itself.

Step 4: Use Webhooks for advanced automations (if needed)

Zapier’s built-in Encharge integration is fine for basics, but if you want to do things like:

  • Update existing contacts
  • Trigger flows based on custom events
  • Pass info that isn’t supported by the default action

...you’ll need to use Webhooks by Zapier. It’s not as scary as it sounds.

How to send data to Encharge via Zapier Webhooks

  1. In your Zap, pick Webhooks by Zapier as the action app.
  2. Choose the POST action.
  3. Set the URL to Encharge’s API endpoint (for example: https://encharge.io/api/v1/people).
  4. In the headers, add your API key (usually as Authorization: Bearer YOUR_API_KEY).
  5. In the data/body, define the fields you want to send (email, properties, etc.).

Here’s a simple JSON example for creating or updating a person:

json { "email": "contact@example.com", "firstName": "Jane", "customField": "Value" }

Pro tip:
Check Encharge’s API docs for the exact formatting. If you get stuck, Zapier’s built-in test tool is your friend.

Step 5: Set up your Encharge flows to react to Zapier data

Automation isn’t just about moving data—it’s about what happens next. Make sure your Encharge flows are set up to do something useful when data comes in from Zapier.

  • Use triggers like “Person created” or “Tag added” to start a flow.
  • If you’re passing custom fields or tags, reference them in your Encharge automations.
  • Test your flows with real data (not just the Zapier test event) to make sure everything fires as expected.

What to ignore:
Don’t overcomplicate your Encharge flows at first. Focus on one or two high-impact automations—like a welcome email or a lead notification—before trying to automate everything.

Step 6: Test, monitor, and troubleshoot

Nothing kills automation buzz faster than a silent failure. Here’s what to watch out for:

  • Duplicate contacts: If your trigger doesn’t filter for unique emails, you might end up with duplicates. Use filters or check for existing contacts in your Zap.
  • Data mismatches: If you change a field in Typeform, Google Sheets, or your CRM, make sure to update the Zap mapping and Encharge fields.
  • Zapier task limits: Free plans have limits. If you’re running a lot of automations, you’ll hit them fast.
  • Silent errors: Zapier’s error logs are your friend—check them if something’s not working. Don’t trust that “turned on” means “working.”

Pro tip:
Set up notifications (email or Slack) for failed Zaps, so you catch issues before your leads do.

Real-world automations worth setting up

Here are some automations that actually save time—not just impress your boss:

  • Send new leads from Facebook Lead Ads to Encharge and trigger a welcome sequence
  • When a Calendly appointment is booked, add the contact to Encharge and start a follow-up flow
  • Update contact info in Encharge when a deal is won in your CRM
  • Tag contacts in Encharge when they submit a support ticket (using Intercom, Zendesk, etc.)
  • Add webinar attendees from Zoom/GoToWebinar to a nurture sequence in Encharge

If you’re not sure where to start, pick the one that nags at you most. Automate that, then build from there.

What’s not worth automating (yet)?

  • Super rare edge cases that take more time to automate than to just do manually
  • Anything involving sensitive data you don’t want flowing through third-party tools
  • Automations that you haven’t tested end-to-end with real users

Automation is great, but not every problem needs a Zap.

Wrapping up: Keep it simple (and don’t trust the hype)

Connecting Encharge to Zapier isn’t magic, but it’s a solid way to cut down on repetitive marketing work. Start with the basics, test as you go, and don’t get sucked into automating things just because you can. The best automations are the ones you barely notice because they just work.

Iterate, improve, and—most importantly—only automate the stuff that actually saves you time. If something breaks, keep calm: most issues are just a field mapping or API hiccup away from being fixed.