Create Clientify order for new involve.me participant
involve.me + Clientify Integration
involve.me + Clientify Integration
Integrate Clientify to involve.me in one click, or tell Integrately AI how you want each submission handled. Capture response data, create contacts, update deals, and trigger automated follow-ups instantly.
Free forever.Use premium features free for 14 days.1.
Participant has submitted response in involve.me Instant
Contact is updated in Clientify- Contact is created in Clientify
- Deal stage is updated in Clientify
- Deal is created in Clientify
- Task is created in Clientify
- Company is created in Clientify
2.
Trusted by experts at...
Ready Workflows for Clientify + involve.me Integration
Capture responses, create contacts, update deals, alert your sales team, and trigger follow-up communications, all in just one click.
Most popular automation
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clientify + involve.me flow
Connect marketing, CRM, payment, and messaging tools to extend your involve.me and Clientify workflows. Pick a combination and activate it in one click.
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Facebook Lead Ads (4)
Facebook Lead Ads (4) +
Mailchimp (4)
Mailchimp (4) +
HubSpot (4)
HubSpot (4) +
Stripe (4)
Stripe (4) +
Calendly (4)
Calendly (4) +
WhatsApp (4)
WhatsApp (4) I
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Send every involve.me survey response to Clientify as a new contact, and sync the conversion in Facebook Lead Ads
Involve.me responses instantly create Clientify contacts while recording offline conversion data in Facebook Lead Ads, keeping your marketing attribution accurate.
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Create a Clientify deal from every involve.me submission, and update your Facebook Lead Ads custom audience
Involve.me submissions automatically establish Clientify deals and update Facebook Lead Ads custom audiences for targeted re-engagement.
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If an involve.me submission meets high-intent criteria, create a priority Clientify contact and log a Facebook Lead Ads conversion
High-intent involve.me responses instantly create priority Clientify contacts and record conversion events in Facebook Lead Ads.
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Use Claude to evaluate involve.me survey sentiment, create a Clientify contact, and update Facebook Lead Ads metrics
Claude analyses involve.me response sentiment before creating a Clientify contact and updating your Facebook Lead Ads campaign records.
Supported triggers and actions for involve.me and Clientify
Mix and match to build the exact automation you need
involve.me Triggers & Actions
Instant
Participant has submitted response in involve.me
need to change label to - participant
Try it → Clientify Triggers & Actions
What can you automate with Clientify + involve.me?
Streamline your customer data flow from involve.me responses straight into Clientify sales workflows.
🎯
Capture involve.me responses as Clientify contacts
Every time a participant submits a response in involve.me, automatically create a new contact in Clientify with all submitted details. Eliminate manual data entry and ensure zero lead loss.
📝
Capture every submitted survey field
Map all custom form questions and answers from involve.me into your Clientify contact profiles instead of just basic names and emails.
🔔
Alert your team about new submissions
Notify the right sales rep immediately in Clientify or via messaging whenever a high-value involve.me response is received.
🔀
Route leads based on form answers
If an involve.me submission selects enterprise services, create a priority deal in Clientify; otherwise, log it as a standard contact.
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Keep Clientify deals updated automatically
Update existing Clientify deals and contact stages dynamically as customers complete follow-up involve.me forms.
🔍
Upsert contacts to prevent duplicates
Search existing Clientify records before creating new ones, updating current contacts if they already exist in your system.
📊
Manage post-submission deal updates
Trigger Clientify deal updates and task creation whenever customer status or project requirements change post-submission.
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Extend flow with marketing and messaging apps
Extend your involve.me and Clientify workflow by automatically syncing new contacts to Mailchimp or alerting your team on WhatsApp.
And much more...
Who is Clientify + involve.me integration for?
Connecting Clientify and involve.me eliminates manual data entry, ensuring sales and marketing teams act on customer responses instantly.
Performance marketers
Sales development reps
Account managers
High-volume support leads
Sales closers
Operations directors
📈
Performance marketers
You report on campaign engagement and decide strategy from it, but the response numbers in your CRM are always stale because form data sits in silos — integrating these apps means every new involve.me submission lands in Clientify instantly and your conversion reporting stays current.
⚡
Sales development reps
You need to act fast on incoming leads, and right now you find out about new form submissions too late after prospects have already gone cold — connecting these apps means every involve.me response creates a Clientify contact immediately so you can follow up while interest is high.
📋
Account managers
You answer to clients who want to see survey progress and lead generation metrics, but compiling manual reports takes hours every week — automating both apps means your Clientify records update automatically and client reporting is always accurate.
🚀
High-volume support leads
The submission volume from customer surveys is too high for anyone to keep up by hand, leading to missed client inquiries and dropped follow-ups — with this integration, every involve.me response is processed and logged in Clientify without manual effort.
💼
Sales closers
You own the closing step of the sales pipeline and depend on marketing to hand over qualified leads, but manual handoffs cause delays — automating both apps means leads move smoothly from involve.me submissions to Clientify deals for immediate closing.
🗂️
Operations directors
You need a reliable customer history across all touchpoints, but keep finding gaps between form submissions and CRM records — this integration means every involve.me submission is captured in Clientify, maintaining complete and audit-ready data.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate involve.me + Clientify
Build and manage your involve.me + Clientify automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect involve.me + Clientify with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect involve.me + Clientify Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Clientify to involve.me?
You can connect Clientify to involve.me in 1 click using ready automation templates on Integrately. Link your accounts, select a workflow with apps like Facebook Lead Ads or Mailchimp, and let Integrately AI handle the setup.
Can I automatically create Clientify contacts from involve.me form submissions?
Can I connect Clientify, involve.me, and HubSpot?
What is a good Zapier alternative for Clientify and involve.me?
How does Clientify handle contact and deal data in automations?
How does involve.me track and pass survey response data?
Can I automate workflows between Clientify and involve.me without coding?
Is the Clientify and involve.me integration free?
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