Connect involve.me to Zapier to send participant entries to 5.000+ apps and web services.
How to Connect or Disconnect Zapier
Quickstart link: Connect involve.me to 5.000+ apps
Start by connecting Zapier to your project via the integrations page.
First, you will need to select the project that you want to connect to Zapier, from the dropdown menu. You can also login to Zapier via involve.me - this will make it easier for you to manage your Zaps and check the Zaps' history.
Once you have selected the project, you will be taken to your project's integrations page, then all you need to do is find Zapier's card and click "Connect".
Doing this will open a new window, which will contain your Zapier connection key - this key will be needed in order for you to connect Zapier to your involve.me project.
Here's also a video guide to help you connect involve.me to Zapier.
Simply go to your project's integrations page and click Zapier's dropdown, then select "Delete connection key".
The integration will also stop working when your subscription is cancelled and has ended.
What Data Can Be Synced
Personal data collected with the Contact Form element
Result of the first calculator element
Other calculator results (calculator id)
Outcome (if the project uses multiple outcomes)
Anonymized IP address
Setting up a Zap
In order to use Zapier integrations, you will need to sign up for a free Zapier account. Once you've created an account, 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. So just open your project and click it through until the end page is reached (thank you page or outcome page).
Good to Know
Only new submissions are sent to the integration after you created your Zapier Connection key.
Zapier will check for new data to fetch every 15 minutes in their Free and Starter plan and every 5 minutes in their Professional plan and higher.
If you have configured a Zapier integration on a project and you duplicate said project, your integration settings will duplicate as well. This does NOT include your Zapier connection key.
The key needs to be generated for the duplicated project and a new Zap should be created with the new key.
Opt-in Checkbox and GDPR
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.
Testing the Integration
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
Frequently Asked Questions
"What is the difference between a ZAP and a Connection?"
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.
Tip - Rename your Zaps so that they reflect the origin and destination of the data.
Check your Zaps at https://zapier.com/app/zaps
Tip - Rename your Connections to identify the project they are connected to.
Access your connections at https://zapier.com/app/connections/involveme
"Can I apply conditions to the submissions coming from involve.me?"
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:
If Outcome 1, send the lead to Mailchimp
If Outcome 2, send the lead to Hubspot
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.