involve.me
#513 most-usedTurn interactive funnels into qualified leads, automatically
involve.me is an interactive lead funnel builder that lets sales, marketing, and HR teams create quizzes, forms, surveys, calculators, and assessments to convert visitors into qualified leads. Connect it to Actionist and your agents can add contacts from completed submissions, tag and segment them by funnel score or persona, push data downstream into your CRM, and trigger personalised follow-up sequences — all without any manual data entry after a lead fills in a form.
Eliminates manual work. Agents eliminate the manual cycle of reviewing funnel submissions, copying contact data into the CRM, applying persona tags by hand, and compiling weekly analytics reports — saving the team's time across sales, marketing, and HR.
What your involve.me agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
involve.me × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Quiz completion routes lead to the right sales rep
When a lead finishes the quiz, the agent reads their submission score, adds a persona tag, pushes them to HubSpot as a contact with the score in a custom field, and assigns the deal to the correct territory rep — all within about a minute of the submission.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales35 min / weekManual quiz lead review
Reps open the involve.me dashboard after every shift, scan submission emails, manually copy contact details into the CRM, and try to remember which score maps to which persona — before they can make a single outreach call.
Sales Agent0 minAgent routes every quiz lead automaticallyWithin about a minute of a quiz completion, the agent reads the score, tags the contact, pushes the record to HubSpot, and pings the right rep in Slack — all before the prospect has left the results page.
- Marketing45 min / weekManual funnel reporting
Someone opens involve.me every Monday, exports a CSV of the week's submissions, copies completion rates into a spreadsheet, and formats a digest for the team — a 45-minute task before any analysis begins.
Marketing Agent0 minAgent delivers the funnel digest automaticallyThe agent pulls analytics for every funnel, ranks by completion rate, and posts a formatted Slack digest every Monday at 8:30 AM — the team reads it with their first coffee, not after half an hour of manual work.
- Customer Support20 min / weekManual funnel history lookup
When a support ticket arrives, agents search involve.me by email to find the customer's funnel history — opening a separate tab, searching, and copying notes into the ticket system before they can start helping.
Customer Support Agent0 minAgent surfaces funnel context automaticallyThe support agent retrieves the contact's funnel history and attaches it to the ticket automatically — so every rep starts with context on which funnels the customer completed and what their persona score was.
- Human Resources60 min / weekManual screening score review
HR opens involve.me after each deadline, reads through submissions one by one, calculates which candidates passed the threshold, and manually sends interview invitations or decline emails — a half-day task for 20 applicants.
Human Resources Agent0 minAgent scores, tags, and books interviews automaticallyThe HR agent reads every submission score, applies the correct outcome tag, and dispatches interview bookings or decline emails automatically — the hiring manager receives only the candidates who cleared the screen.
- Finance20 min / weekManual pipeline value estimation
Finance exports pricing calculator submissions weekly, opens the CSV, manually sums the budget fields, and types the total into the finance tracker — an error-prone 20-minute task before any analysis can begin.
Finance Agent0 minAgent aggregates pipeline value from submissionsThe Finance Agent reads every pricing calculator submission, sums the budget fields, and writes the aggregated pipeline value to the finance tracker automatically — ready before the Monday morning revenue review.
- Operations30 min / weekManual funnel status checks
Operations opens the involve.me dashboard before each campaign launch, manually checks every funnel's published status, and chases down paused or draft funnels — a 30-minute check that still misses edge cases.
Operations Agent0 minAgent validates funnel status before every campaignThe Operations Agent checks every campaign-linked funnel's status every Monday and alerts the operations lead to any paused or draft project before a single penny of ad spend is committed.
- Legal25 min / weekManual GDPR deletion processing
Legal receives deletion requests by email, manually logs each one, opens involve.me, finds the contact, deletes it, and updates the compliance register — a process that takes 15 minutes per request and is easy to miss.
Legal Agent0 minAgent executes and documents deletions automaticallyThe Legal Agent processes the queued deletion list every Monday, deletes each contact from involve.me, logs the action with a timestamp, and sends regulatory confirmations — a full sweep completed and documented before 11 AM.
Calculate what your team saves
Based on involve.me's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.1 hrs / person / week of admin work automated.
How to plug involve.me into Actionist
Pick the connection method that suits your environment.
Connect Actionist to involve.me using an API key from your involve.me account settings. The key grants the agent access to your contacts, funnels, and submissions.
Log in to involve.me and go to Settings, then Integrations. Click the API section to generate a new key.
Generate an API key and copy it. Store it securely — it grants access to your contacts, funnels, and submission data.
Paste the key into the API Key field in the Actionist connection dialog and click Test connection to confirm the handshake.
15 actions your agent can call
Read and write operations available to your Actionist agent.
1 event your agent can react to
Events your agent watches for, and the actions it kicks off in response.