

involve.me + Retently Integration
Integrate involve.me to Retently in one click, or tell Integrately AI how you want each response handled. Capture feedback responses, create or update customers, tag survey interactions, and trigger satisfaction surveys automatically.
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Ready Workflows for involve.me + Retently Integration
Capture respondent details, create customer records in Retently, tag survey responses, and dispatch follow-up feedback requests, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your involve.me + Retently flow
Sync your feedback data with CRMs, marketing lists, support tickets, and team messaging channels instantly. Pick a combination and activate it in one click.


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Hubspot (6)
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Salesforce (5)
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Mailchimp (5)
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Zendesk (5)
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Slack (5)
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Stripe (5)
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Add every involve.me response to Retently, and create a new contact in HubSpot
Every involve.me response instantly creates a Retently customer and a HubSpot contact without manual data entry.
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Tag survey responses in Retently when involve.me submissions arrive, and create a HubSpot task
Tag feedback in Retently and open a follow-up task in HubSpot for every new involve.me submission.
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When a participant submits an involve.me response, update Retently customers and create a HubSpot deal
Turn customer feedback from involve.me into active deals in HubSpot while syncing customer profiles in Retently.
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If an involve.me submission indicates enterprise feedback, update Retently and create a priority HubSpot contact
Route enterprise feedback from involve.me to Retently and flag priority contacts in HubSpot automatically.
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Use Claude to evaluate involve.me responses, update Retently, and log notes in HubSpot
Let Claude analyze involve.me submissions, update Retently customer profiles, and add context notes in HubSpot.
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Turn every involve.me submission into a Retently profile, create a HubSpot contact, and notify Slack
Sync involve.me responses to Retently and HubSpot while alerting your team instantly in Slack.
Supported triggers and actions for involve.me and Retently
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 → What can you automate with involve.me + Retently?
Streamline your customer feedback operations by connecting involve.me submissions directly to Retently survey management.
⚡
Sync involve.me responses to Retently instantly
Automatically create or update customer profiles in Retently the moment a participant submits a response in involve.me, eliminating manual data entry.
📋
Capture every submitted feedback field
Map all survey responses and custom form inputs into Retently customer fields instead of just basic contact details, ensuring complete feedback records.
🔔
Alert team members as feedback arrives
Notify relevant staff members in real time whenever important customer survey responses are submitted through involve.me.
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Route submissions based on survey answers
Trigger different actions in Retently depending on specific option selections or score values submitted by participants in involve.me.
🔄
Keep customer satisfaction metrics up to date
Automatically update Retently customer records and overall scores whenever fresh survey engagement data is received.
👥
Prevent duplicate customer profiles
Search existing database records by email before creating new entries in Retently, keeping your survey platform clean and organized.
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Tag survey responses automatically
Apply relevant tags to incoming Retently survey responses based on categorization rules triggered by involve.me submissions.
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Extend workflows to team messaging apps
Connect your involve.me and Retently flow to Slack to broadcast critical customer feedback updates directly to your team.
And much more...
Who is involve.me + Retently integration for?
Customer experience leaders, support managers, and marketers eliminate manual data entry and keep feedback metrics continuously synchronized.
Customer experience directors
Support team leads
Client success managers
Survey operations managers
Account executives
Quality assurance specialists
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Customer experience directors
You're analyzing satisfaction scores across multiple channels but your reporting dashboard only updates when someone manually exports submissions, so the metrics you're reviewing are always a few hours behind — with this integration, every new response lands in Retently instantly and your data stays current.
🚨
Support team leads
You manage incoming client feedback but negative survey responses sit unnoticed until end-of-day reviews, so critical issues get resolved too late — with this integration, every involve.me submission triggers immediate customer updates in Retently so your team acts fast.
🤝
Client success managers
You report on client health scores to stakeholders every week but compiling feedback records by hand leaves frustrating gaps, so progress reports lack credibility — with this integration, automating both apps means every submission updates your records without manual work.
📊
Survey operations managers
You process hundreds of interactive form entries daily but manual copy-pasting causes missed customer profiles, so data volumes overwhelm your staff — with this integration, connecting these apps means every response flows into Retently seamlessly.
💼
Account executives
You depend on survey insights to prepare for client renewal discussions but upstream handoffs are slow and inconsistent, so preparation meetings happen without fresh data — with this integration, every new involve.me submission updates your customer profile immediately.
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Quality assurance specialists
You audit customer feedback histories regularly but missing entries create blind spots in your quality reports, so audits remain incomplete — with this integration, this integration means every interaction is reliably recorded and tagged.

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 + Retently
Build and manage your involve.me + Retently automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect involve.me + Retently 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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect involve.me + Retently Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect involve.me to Retently?
You can connect involve.me to Retently instantly using 1-click ready workflows on Integrately, or use Integrately AI to build custom multi-step automations linking tools like HubSpot, Salesforce, and Slack.
Can I automatically sync customer survey responses from involve.me into Retently?
Can I connect involve.me, Retently, and HubSpot?
What is a good Zapier alternative for involve.me and Retently?
How does involve.me handle participant submissions during automation?
Can I update customer profiles and tag survey feedback in Retently automatically?
Do I need coding skills to automate involve.me and Retently?
Is the involve.me and Retently integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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