You can activate integrations to send data from your project's submissions to tools you already use. This feature is only available for our paid plans and you will need to place a Contact Form element in your project for collecting personal data, as this is necessary in order to use most integrations.
Table of Contents:
Setting up your integration
Regardless if 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 in order to make sure everything is set up correctly.
Creating a connection:
The first thing you will want to do is head over to the "Integrations" tab on the top bar
(alternatively, you can also open the dropdown menu of your project and select "Connect" - doing this connects the integration to your project straight away).
This will open a new page where you can see all available integrations that can be connected to involve.me, just head over to the integration you want to use and click "Connect".
Depending on the integration, you might have to log in to your account and authorize involve.me to connect to your account, or you might be asked for an API Key.
Make sure to check the respective article for the integration you're connecting, if you have any doubts about this step.
Once you have connected the integration to involve.me, you can rename the new connection by clicking the pencil icon. We recommend that you do this in order to keep things tidy and prevent confusion, especially if you have several connections.
Connecting the integration to your project:
Now that you've connected your integration, it's time to connect it to the project you want to use it on. To do this, head over to your dashboard/workspace where your project is located, then open the dropdown menu on your project card, and select "Connect".
In this new menu, you'll be able to connect integrations to your project, as well as check which integrations are already connected. Find the integration you want to use and select "Use Connection". If the app you want to connect is not among the available ones, you'll be able to select and connect it directly from the section below the "Available apps" one.
In this new window you'll be able to select which connection you want to use from a dropdown list. Select the one you want and click "Use Connection" once more.
Integration settings and custom fields
Now you'll be able to set your integration's settings as well as the custom fields that send participant data over from involve.me to the integration.
Some of the options available may vary depending on the integration, this is also true for the custom fields. For this reason, it is best to check the dedicated article for the integration that you're using, you can find the list here.
You can come back to this menu any time, if you need to map additional fields or change any of the integration settings. To do this, just open your project's integration settings and then click "Manage Custom Fields" on the relevant integration.
Once you're done with the integration's settings, make sure to click "Save" and you're all set!
If GDPR compliance is important to you, then you will need to include an Opt-in Checkbox in your projects in order to acquire user consent.
Start by ticking the option "Only trigger integration when opt-in checkbox was selected" in your integration's settings.
Once this is done, you will have to place an Opt-In Checkbox element in your project and configure it to trigger the specific integration (you will find this option in the settings tab of your Opt-In Checkbox > Send data to).
The data will only be sent to your integration once a submission has been completed (when the participant reaches the "Thank You" page or any of the "Outcome" pages) and has also given consent on an Opt-In Checkbox that triggers the integration.
If the opt-in checkbox was not selected, then the integration will not trigger even if the participant finished the project. This scenario can happen if you don't enable the option "Checkbox is required".
If you don't need to gather user opt-ins, don't tick the "Only trigger integration when opt-in checkbox was selected" option and the data will get integrated once the submission is finished.
Zapier integrations also work without opt-ins, but you can restrict them to only work with opt-ins by activating the checkbox on your integration settings screen below your API key for Zapier.
Integrations require you to collect the participant's email address in order to work. The only exceptions to this rule are:
You can connect all existing integrations in involve.me to a single project and set the opt-in checkbox to send data to all of them, but you should not have two opt-in checkboxes in the same project sending data to the same integration, as this will cause problems and the integration might not even trigger.
Be aware that if you have configured an integration on the project and you duplicate the project, your integration settings will duplicate as well.
Simply go to your project's Integrations. Each integration will have its own dropdown, if you click it you will have the option "Disconnect from project". In Zapier's case it will be "Delete connection key".
Testing the Integration
When a user completes the survey, check the project's Analytics.
Once in the Analytics, click the "Responses" tab and select a submission. On the right pane, scroll down the page until you reach the "INTEGRATIONS" section.
The relevant integrations icon should be displayed with the status: "Successful"
If the Integration icon is not present, that means it is not connected to the project. If it is greyed out, the Integration is connected but has not been triggered. Other statuses include Pending or Failed. When an integration fails, it will have a description that can be used to further troubleshoot the issue if necessary. Make sure to click on the ( ! ) icon to get more information about the error itself.
Triggering Integrations manually (incl. partial submissions)
In case the Integration is configured but the Opt-in checkbox was not checked or not configured, or if the submission was only partial, you can still trigger that integration from each individual submission (including revealed partial submission).
Just simply navigate to the project's Analytics, and then click the "Responses" tab and pick the submission where the integration was not triggered.
Click on that integration's icon, you will then be presented with the option to trigger the Integration for all submissions for which the integration was not executed.
If you have any questions, please contact support.