Integration with involve.me

Email address, CRM, Mailing list

Involve.me is an AI form and survey builder that helps businesses improve website conversions and collect better data. With its help, you can create interactive widgets from scratch by using the drag-and-drop builder or choose from 350+ existing templates.

Integration options

• Build automated lead pipelines to maintain audience engagement and nurture organic leads.
• Collect data and leads and automatically sync them to your SendPulse mailing lists and CRM pipelines.
• Use tools like logic jumps, hidden fields, embeds, pop-ups, and multiple outcomes to build surveys and widgets. All of these tools are visual, and they don’t require coding skills.

How to integrate with involve.me

To integrate SendPulse with involve.me, you need an active subscription to any of the involve.me paid plans or a 14-day free trial. The integration isn’t available for users of the Free plan.

1. Create an account, or log in to your existing involve.me account.
2. To connect to SendPulse, do the following:
   1. Go to the Integrations tab in the navigation bar, OR
   2. Select your project, click the dropdown menu on the project card, and select Connect.
3. Under SendPulse, click Connect.
4. Fill out the required fields: enter the internal connection name, and add your SendPulse API ID and Secret. Click Connect.
5. Once you have connected the integration, you'll be able to see it on the list of available apps along with the name of your connection and the email address of the SendPulse connection you're using.
6. Go to your integration settings, and select Contacts on Emails Lists or Contacts in CRM. If you opted for Contacts on Emails Lists, select a mailing list. If you opted for Contacts in CRM, select a pipeline, stage, and assigned team members.
7. Map your project list fields to SendPulse variables. To learn how to do this, refer to the involve.me documentation.
8. Test the connection. To learn more, refer to the involve.me documentation.

Once you’ve set up the field mapping, either CRM fields or email variables – depending on your previous selection – will be sent to SendPulse automatically.

For more information, refer to the involve.me documentation, or contact the involve.me support team.