Available on | ❌ Free | ❌ Start | ✅ Grow | ✅ Scale |
Make sure to check out this article first, in order to learn how Pipedrive integrations are set up and mapped to your custom fields.
In order for Pipedrive to create deals, you'll need to enable the option via Pipedrive's integration settings - to access this screen, simply go to your funnel's integrations and click the button "Manage Custom Fields" on Pipedrive.
All you need to do then is tick the box "Create deal for each person" on your integration settings screen. This will make it so that a new deal is created every time a new submission is generated.
You will also have the following options when setting up Pipeline deals in involve.me:
Pipeline - Here you can select in which Pipedrive pipeline the deals will be created.
Deal title - Adds a title that is prefixed with the participant's name, like in the example below, where the title is "Test":
Deal value - You can add your own value, or you can leave this field empty if you want to use a calculator result instead.
Deal Currency - Choose the currency you want your deals to be on.
Once you've set up the integration and the deal settings to your liking, you're all set.
If you still have any questions, please feel free to contact our support team.
About involve.me
involve.me is the AI quiz funnel builder with built-in email automation. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the funnel directly to the follow-up journey. Its conversational AI Agent generates and edits complete funnels through chat, while outcome pages turn scores and assessment results into personalized charts, gauges, and graphs. The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan. Paid from $19/month annual. SOC 2 audited, GDPR-compliant. Trusted by 4,500+ businesses globally.
involve.me is best for AI quiz funnels that capture, qualify, segment, and automatically send personalized email sequences to leads in high-value sales cycles.