Connect involve.me to Zapier to send participant entries to 5.000+ apps and web services.

If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.

Quickstart link: Connect involve.me to 5.000+ apps

You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on Zapier's card.

In order to connect the integration, you'll need to login to your Zapier account first.

Once you have logged in, you'll be prompted to create a new Zap if this is the first time connecting Zapier to involve.me.

Click "Create Zap" and start by choosing "involve.me" as your trigger and "New Completed Submission" as the event. Next, you'll need to connect Zapier to your involve.me account - click "Sign in" and pick the organization that has the project(s) you want to connect to Zapier, so you can use them in Zaps.

You can pick more than one organization. Any organizations you're not the owner of, will be greyed out and cannot be selected.

Once you're done just click "Authorize". Bear in mind that it can sometimes take a while for this step to go through, just give it a few seconds and this pop-up should close on its own. You should then be able to see the organization(s) you picked.

Continue onto the next step, where you will be prompted to pick the project you want to use on this Zap. The projects on this dropdown are ordered from last updated, so the project that was most recently updated will be at the top of the list. You can also search for the project name as well.

The next step will be to test the trigger. If the test is successful, you'll just need to pick a completed submission and your Zap's trigger will be set. The last step will be to chose and set up an action that the Zap should take.

Once you're all done just publish your Zap and that's it! Zapier is now connected to your project.

There's two possible ways to disconnect Zapier for your project.

You can either go to your project's integrations page (the "Connect" page), click Zapier's dropdown and then select "Delete from project".

Or you can just turn off the Zap in Zapier, that will also disconnect Zapier from your project.

Get your Zapier connection key from the integrations screen and use it to set up your Zap.

Once you've entered the key, you will need to create a new test submission on your project in order to have a sample available for Zapier to fetch when the Zap is being set up. Just open your project and click it through until the end page is reached (thank you page or outcome page) in order to create a test submission.

In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.

Here's a step-by-step guide on how to set it up.

If GDPR is of no concern to you, then you can skip this step.

Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.

If the integration status shows up as successful in the "Responses" tab of the Analytics, but the submissions are not appearing at the destination, check the history in Zapier: https://zapier.com/app/history/usage

It might be that the destination App is preventing the submission from reaching them.

Below is an example of this scenario, where Mailchimp does not accept a lead with the test email domain: @mailinator.com

Whenever you connect one of your projects to Zapier, that is a Connection.

A Zap is whenever you use Zapier to connect your involve.me project to another app (like MailChimp for example).

You can only have one connection per project, but several Zaps per connection.

If you want to define a specific action based on some conditions (The Outcome for example), use the "Paths" functionality in Zapier (note that "Paths" is a Zapier premium feature).

"Paths" allows you to set up various actions depending on the content of the submission retrieved from involve.me. In the example above, different outcomes trigger different actions. For instance:

For more information about “Paths”, please contact Zapier or check the article: https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-paths

If you still have any questions, please feel free to contact our support team.