Enquiry Tracker + involve.me

Create or update Enquiry Tracker enquiries from new completed submissions in involve.me

Effortlessly manage your involve.me form submissions with this Enquiry Tracker workflow. Whenever a new completed submission is received in involve.me, an enquiry will be created or updated in the Enquiry Tracker app, keeping your records organized and up-to-date. Streamline your lead management process and save time with this seamless automation.

Effortlessly manage your involve.me form submissions with this Enquiry Tracker workflow. Whenever a new completed submission is received in involve.me, an enquiry will be created or updated in the Enquiry Tracker app, keeping your records organized and up-to-date. Streamline your lead management process and save time with this seamless automation.

  1. When this happens...
    involve.meinvolve.me
    New Completed Submission

    Triggers when a participant completes a submission in your funnel.

    TriggerInstant
  2. automatically do this!
    Enquiry TrackerEnquiry Tracker
    Create/Update an Enquiry

    Takes data from any form and creates/updates an enquiry in Enquiry Tracker

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    • EmailRequired

    Action
    Write
    • OrganizationRequired

    • EmailRequired

    • TagRequired

    Action
    Write
    • StudentRequired

    • ActivityRequired

    • Activity DetailsRequired

    • Activity Message

    Action
    Write
    • Enable update existing record?

    • Contact Salutation

    • Contact First NameRequired

    • Contact Last NameRequired

    • Contact Relationship

    • Contact Email AddressRequired

    • Receive Updates by EmailRequired

    • Contact Mobile Phone

    • Receive Updates by Phone

    • Contact Address

    • Contact City

    • Contact Sublocality

    • Contact State

    • Contact Postcode

    • Contact Country

    • Receive Updates by Mail

    • Student First NameRequired

    • Student Preferred Name

    • Student Last NameRequired

    • Student Date of Birth

    • Student Gender

    • Student Religion

    • Student Current Year Level

    • Campus

    • Student Intake Year Level

    • Student Starting Year

    • Family Connection

    • Future Siblings

    • Submitted an Application

    • Notes

    • Student Status

    • Lead Source

    • How Did You Hear About Us

    Action
    Write
enquiry-tracker logo
enquiry-tracker logo

About Enquiry Tracker

Enquiry Tracker is a CRM for K-12 Schools to organize and track future families, manage events and provide detailed analytics.

Related categories

  • Education
involveme logo
involveme logo

About involve.me

involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.
Learn more

Related categories

  • Forms & Surveys

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