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involve.me · newsletter
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Hi John,
involve me helps you turn visitors into qualified leads & future customers. Send each submission to your CRM or email tool, tag contacts for the right campaign, and trigger follow-ups based on outcomes, answers and scores. Connect once, then watch your pipeline move.
Regardless of whether this is your first time setting up an integration or if you're a more experienced user, it is always a good idea to check our guides to ensure everything is set up correctly.
1. Create a connection
Go to the integrations tab in your account and connect your tool, for example HubSpot, Google Sheets, Zapier, or a custom Webhook.
2. Attach it to your funnel
In your dashboard, open the menu on the funnel card and select Connect. Choose the integration you set up.
3. Map fields and options
Match involve me fields to your destination fields, for example email, name, scores, consent. Save your settings.
Pro tip: If you need GDPR consent, add an Opt in checkbox to your funnel and map it to your tool. You can set up the integration to only trigger if user consent is given.
4. Test before you go live
Complete a test submission, open Analytics, then Responses, and check the Integrations panel for a "Successful" status.
Create your first integration
Link your CRM or ESP and map the key fields you collect: like email, score, or outcome. Create one automation that triggers on new submissions and watch leads flow to the right place without manual work.
Create your first integration
If you need help with integrations, you can follow the instructions in our Help Center or message us and we will walk you through it.
Tomorrow we will set up tracking with GA4 and Meta Pixel so every visit and conversion is measured.
Best regards,
Megan
Megan Jensen
Customer Support Manager at involve me
support@involve.me
involve.me
stereosense GmbH, Gußhausstraße 15/8, 1040, Vienna, Austria
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