Accelo + involve.me

Create or update Accelo contacts from new completed involve.me submissions

Effortlessly manage your contacts in Accelo after receiving completed submissions from involve.me. With this seamless workflow, every time a new submission is completed in involve.me, a contact will be created or updated in Accelo. This way, you can keep your contact information up-to-date and improve your customer relations without any manual intervention.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create/Update ContactCreates a new contact or updates a contact if it already exists.
ActionWrite

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More things you can do with involve.me and Accelo

Discover other triggers and actions you can use with involve.me and Accelo

- involve.me Funnel
  Required
Trigger
Instant
Try It
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
Task Assigned
Triggers when a task is assigned.
Trigger
Instant
Try It
- Email
  Required
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Comments
- Position
- Company Name
- Company Website
- Company Phone
- Company Fax
- Company Comments
Action
Write
- Title
  Required
- Type
  Required
- Email
  Required
- Salesperson
- Comments
- Value
- Rating
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Position
- Company Name
- Company Phone
- Company Fax
- Company Website
- Company Comments
Action
Write

Pause Timers
Pauses any active timers.
Action
Write

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
- Type
  Required
- Subject
  Required
- Body
  Required
- Email
  Required
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Company Name
- Position
- Company Phone
- Company Fax
- Company Website
- Company Comments
- Send on Behalf of Contact
Action
Write
- Subject
  Required
- Initial Seconds
- Auto Start
Action
Write
- Resource URL
  Required
Action
Search

About Accelo

Accelo is a unified professional services software platform designed to manage clients, projects, resources, finances, and insights, all in one place.

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About involve.me

involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create Accelo requests from new completed involve.me submissions

Related Zap Templates

Create Accelo requests from new completed involve.me submissions