Connect involve.me to Zapier to send participant entries to 1000+ apps and web services. Before connecting, make sure to generate your unique API key on the integration page. This feature is available from Starter plans and higher.

What data can be synced

  • first name
  • last name
  • email address
  • other personal data that can be collected with the Contact Info element (gender, birthday, address, etc.) 
  • question answers (Multiple Choice, Dropdown, Image Answer, Rating, Slider and Checkbox elements, all calculator results) - only available with project-level Zapier keys
  • project name 
  • amount of correctly answered questions
  • participant score
  • result of the first calculator element (all of them only with project-level Zapier keys)
  • participant outcome (if the project uses multiple outcomes)
  • anonymized IP address
  • timestamp

If you created your key for the organization level (all projects that have their default integration setting "use organization settings") your Zap cannot contain question data, because it is different for each project. If you want to include it you need a custom Zapier key for each project. You can select your project in the dropdown on the integration page and then switch the setting to "Use custom integration settings for this project". After doing this you can generate a new key for the project.

Prerequisites
Make sure you are on a paid plan subscription. Data will be sent to your integration once a participant finishes your project and (if configured) has given consent on an Opt-In Checkbox that triggers the integration. 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 setting screen below your API key for Zapier. Please be aware that only new participants are sent to the integration.

Set up your Zap
To use Zapier integrations, sign up for a free Zapier account. Create a Zapier key from the integrations screen and use it to set up your Zap. After you created your key, you have to create a new test submission for your project 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 endpage is reached (thank you page or outcome page).

Zapier syncing interval
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.

Here's a quick video guide for setting it up:

Remove a Zapier integration
Stop the Zaps on Zapier or delete the key on the integration page.
Integrations will also stop working when your subscription is cancelled and has ended.

Duplicated projects
By duplicating your project you will also copy all integration settings that are set on the project level (custom integration settings), but NOT including your Zapier key. The key needs to be generated for the duplicated project and a new Zap should be created with the new key.

Testing the Integration: Once a user completes the survey, check the Analytics of the project -> Select the Responses [ ] menu -> Select a submission. On the right pane, scroll down the page until the "INTEGRATIONS" section.

The Zapier icon, along with the other integrations configured, should be displayed with a status: "Successful".

If the Zapier icon is not present, it is not integrated with the project. If it is greyed out, the Integration is present but has not been triggered. Other statuses include Pending or an Error description that can be used to further troubleshoot the issue if necessary.

If the Zapier icon is not present, it is not integrated with the project. If it is greyed out, the Integration is present but has not been triggered. Other statuses include Pending or an Error description that can be used to further troubleshoot the issue if necessary.

More troubleshooting steps

If the integration status shows up as successful in the Responses tab of the Analytics, but the Leads are not appearing at the destination, check the history in Zapier

https://zapier.com/app/history/usage

You might realise that the destination App is preventing the lead to reach them (in the example below, Mailchimp does not accept a lead with test email domain: mailinator.com).

If you have any trouble setting up this integration, please contact us.

Frequently Asked Questions

"What is the difference between a ZAP and a Connection?"

At project level, each Zap will be using its own connection. At organization level (where Zaps cannot contain question data), all Zaps will be sharing the same connection.

(Tip1) Rename your Zaps so that they reflect the origin and destination of the data.

See your Zaps at https://zapier.com/app/zaps

(Tip2) 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 leads 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 Lead 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 (and use enumeration type)

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

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