Integrating ConvertBox and Encharge
In this article, we’ll show you how to set up a native integration between Encharge and ConvertBox. With this integration, you can send leads and contacts directly from ConvertBox to Encharge.
If you'd like to watch a video guide please click the play button below:
Step 1 - Go to your Encharge account
Log into your Encharge account and click on your profile photo in the top-right, and choose Your Account from the menu.
Step 2 - Copy the Write Key
Click and drag to select the value next to Write Key, and copy this to your clipboard (Control + C for Windows or CMD + C for Mac).
Step 3 - Go to your ConvertBox Settings
Head to ConvertBox, and click your name and profile photo in the top-right, and choose Settings.
Step 4 - Paste the Write Key
Click on Encharge, and then give the account a name, and paste in the Write Key that you copied from Encharge. Choose which sites have access to this integration, and click Connect to Encharge.
Step 5 - Edit the ConvertBox you want to use with Encharge
Go back to your Dashboard in ConvertBox, and edit the ConvertBox you want to use with Encharge.
In the ConvertBox editor select your form element.
Then on the left sidebar select the Form settings button.
Step 6 - Add the integration
In the form settings modal, select the Integrations tab and then select the Add integration button under the default integrations.
Step 7 - Select your Encharge account and the action
Under the Use integration heading, select your Encharge account from the list. Then select Sync visitor info under the action dropdown.
Finally, click Add integration.
Step 8 - Save the form
Your new Encharge action will now appear in your list of integrations for this form.
Click Save to close the Form actions modal, and don’t forget to Save the changes to your ConvertBox in the editor.
When your visitors fill out your form, ConvertBox will sync their details to Encharge.
Here is a breakdown of the data ConvertBox sends when a visitor fills out a form.
- firstName – The contact’s first name.
- lastName – The contact’s last name (if provided).
- email – The contact’s email address.
- phone – The contact’s phone number (if provided).
- website – The contact’s website URL (if provided).
- convertbox_campaign_name – The name of the campaign submitted.
- convertbox_box_name – The name of the ConvertBox submitted.
- convertbox_box_id – The ID of the ConvertBox submitted.
If you are using custom fields on your ConvertBox form, they will be sent as well, as additional properties of the contact. You can expand the Received “ConvertBox Form Submission” event through API event that appears in Encharge to see all of the properties included.
Step 9 - Triggering Encharge Flows and emails to ConvertBox leads
The first important thing to know is that you won't be using the Form Submitted trigger! The Form Submitted trigger step is only used if you use ConvertBox with Webhooks. Since you are using the native ConvertBox integration, this step will not work.
Leads from ConvertBox are sent as Events. If you open a ConvertBox lead in Encharge you can see that they were created with an Event named "ConvertBox Form Submission":
One way to trigger a Flow is to use the Event Trigger and use the "ConvertBox Form Submission" as the event name.
Another way is to create a segment of people that have completed this event using the Event condition like this:
This will create a segment of people that have submitted a ConvertBox form. Then, you need to use the Entered Segment trigger to trigger a Flow with them.
If you want to trigger a Flow only when a specific ConvertBox form is submitted you can do that using event properties like this, for example:
Every ConvertBox form sends a number of default properties like: "convertbox_box_id", "convertbox_box_name", and "convertbox_campaign_name" which can be used to trigger a specific form.