You can add participants automatically as your Keap contacts and populate the contact custom fields using the native Keap integration.

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.

Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.

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

If you're not currently logged into your Keap account, you'll be prompted to do so. Once you're logged in, you will be asked to allow access for involve.me to connect to Keap.

After granting access, you'll be able to see the name and email address of the Keap account that you're using.

The integration will always send the email property automatically.
For your list to accept more data, please add "Custom fields for Contacts" on Keap accordingly beforehand.

Once the integration has been connected to your funnel, you'll find the button "Manage Custom Fields" on the funnel's integration settings, which is where you can map the involve.me fields to the integration fields.

In order to map involve.me fields to Keap fields, you just need to pick your involve.me field first, and then pick the Keap field that should get that data, and so on.
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For more information on mapping please see this article here.

involve.me submissions can not only create custom fields but also assign tags in Keap automatically.

In your funnel's integrations setup under the “Manage Tags & Custom Fields” button, you can turn on tags for different kinds of submission data:

Tags will allow you to trigger different actions in your Keap account or help you organize incoming data. Please be aware that in order to have tags set you do not need to also setup custom fields, they can be used independently.

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, from your involve.me funnel.

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 funnel, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.

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