You can connect your involve.me funnels to the tools you already use — CRMs, email marketing platforms, spreadsheets, project management apps, and more. When a participant completes your funnel, their data is automatically sent to the connected integration.
Integrations are available on all paid plans. Some integrations require a Pro or Business plan — check the individual integration guide for details.
If you're on a free plan, you can start a free 14-day trial to test integrations.
⚠️ Most integrations require you to collect the participant's email address (via a Contact Form or Hidden Fields). Exceptions that work without email: Airtable, ClickUp, Google Sheets, Microsoft Excel, Microsoft Teams, Notion, Slack, Trello, Webex, Zapier, and Webhooks.
Available Integrations
involve.me integrates natively with all of the platforms below. Click an integration name to see its dedicated setup guide.
involve.me also supports payment integrations with Stripe, PayPal, and Square to collect payments directly from your funnels. These are set up separately — see Collect Payments From Your Users for details.
Don't see the integration you need? Check our feature suggestions board — you can upvote existing requests or suggest a new one.
Setting Up Your Integration
Step 1: Create a Connection
Go to the "Integrations" tab in the top bar to see all available integrations. Find the one you want and click "Connect".
Depending on the integration, you may need to log in and authorize involve.me, or provide an API key. Check the dedicated articles for your integration if you're unsure.
Once connected, click the pencil icon to rename the connection — this keeps things organized, especially if you have multiple connections to the same platform.
Step 2: Connect It to Your Funnel
Go to your dashboard, open the dropdown menu on your funnel card, and select "Connect".
Find the integration you want and click "Use Connection". If the app isn't already connected, you can create a new connection directly from here.
ℹ️ Shortcut: You can also connect an integration directly from the funnel dropdown menu by selecting "Connect" — this creates the connection and links it to the funnel in one step.
Step 3: Map Your Fields
After connecting the integration to your funnel, you'll see the field mapping screen. This is where you tell involve.me which data from your funnel should go to which field in your integration.
To map a field:
Click "+ Add Field".
In the left dropdown, pick the involve.me field (e.g., email, outcome title, score). You can search the field list to find the one you need.
In the right dropdown, pick the corresponding field in your integration (e.g., a HubSpot property, Mailchimp merge tag, etc.).
Click "Save".
ℹ️ Auto-mapping: For new funnels, involve.me will automatically map only the fields that are actually used in your funnel — so you don't have to start from scratch every time.
For certain integrations like Slack, Webex, Microsoft Teams, and Microsoft Excel, the mapped fields can also be reordered — just drag them into the order you want them to appear.
You can come back to edit field mappings anytime by opening your funnel's integration settings and clicking "Manage Custom Fields" on the relevant integration.
Custom Tags
Some integrations support custom tags to help organize contacts in your connected platform. Tags can include spaces and uppercase letters, so you can use natural names like "Quiz Lead" or "Pricing Calculator".
Opt-In Checkbox (GDPR Compliance)
If you need to collect consent before sending data, enable the option "Only trigger integration when opt-in checkbox was selected" in your integration settings.
Then, add an Opt-In Checkbox element to your funnel and configure it to trigger the specific integration (in the checkbox settings, under "Send data to").
Data will only be sent when the participant both completes the funnel (reaches the Thank You or Outcome page) and checks the opt-in box. If the checkbox isn't selected, the integration won't trigger — even if the funnel is completed.
If you don't need GDPR opt-in, simply leave the option unticked and data will be sent automatically when the funnel is completed.
Good to Know
Multiple integrations on one funnel | You can connect all available integrations to a single funnel and set the opt-in checkbox to send data to all of them. |
Don't duplicate opt-in checkboxes | Do not place two opt-in checkboxes in the same funnel sending data to the same integration — this can prevent the integration from triggering. |
Duplicating funnels | When you duplicate a funnel, the integration connection carries over — but hidden fields in the copy are brand new data points. Even though they share the same name as the originals, they're technically different, so their mappings need to be re-selected manually. Standard fields (like funnel name, embed URL, etc.) and contact form data fields carry over automatically. To fix this, open the duplicated funnel's integration settings and re-select the mappings for the hidden fields. |
Removing an Integration
Open your funnel's integration settings by going to the "Connect" page. Each integration has a dropdown — click it and select "Disconnect from funnel".
Testing Your Integration
After setting up the integration, complete the funnel yourself as a test. Then go to your funnel's Analytics → Responses tab and select the test submission. Scroll down to the "INTEGRATIONS" section — you should see the integration icon with the status "Successful".
Icon not visible | The integration is not connected to this funnel. |
Icon greyed out | Connected but not triggered (the participant may not have checked the opt-in box, or the funnel wasn't fully completed). |
Pending | The integration is processing — wait a moment and refresh. |
Failed | Click the ( ! ) icon for error details. See Troubleshooting below. |
Triggering Integrations Manually
(Including Partial Submissions)
If an integration didn't trigger — for example, the opt-in wasn't checked, or the submission was only partial — you can trigger it manually.
Go to your funnel's Analytics → Responses tab, select the submission, and click on the integration icon. You'll see the option to trigger it for that submission or for all submissions where the integration didn't execute.
Troubleshooting
Integration not triggering | Make sure the participant completed the funnel (reached the Thank You/Outcome page). If you have an opt-in checkbox, verify it was checked. See: Integration Is Not Triggering/Sending Data |
Contacts not created / fields missing | Check that your field mappings are correct and that the required fields in your integration (like email) are mapped. See: Contacts Aren't Being Created/Field Is Missing |
Wrong plan | Some integrations require a Pro or Business plan. Check the individual integration article for plan requirements, or start a free trial to test everything. |
Integration shows "Failed" | Click the ( ! ) icon on the failed integration in Analytics → Responses for the specific error message. Common causes: expired API key, deleted list/audience in the integration, or permission changes. |
If you have any questions, please contact support.