involve.me + Less Annoying CRM

Create tasks in Less Annoying CRM for new completed submissions in involve.me

Effortlessly manage your involve.me submissions with this seamless workflow that instantly creates tasks in Less Annoying CRM. When a new completed submission occurs in involve.me, the automation will take care of adding a task for you in Less Annoying CRM, enabling consistent tracking and timely responses to submissions. Boost your productivity and ensure no submission goes unnoticed with this efficient integration.

When this happens...
New Completed Submission
Triggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

- involve.me FunnelRequired
Trigger
Instant
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- ContactRequired
- Note
Action
Write

- Contact to editRequired
- User to assign contact to
Action
Write
- ContactRequired
- GroupRequired
Action
Write

- NameRequired
- Due DateRequired
- Description
- User to assign task to (default: this user)
- Calendar to create task on (default: primary calendar)
- Contact to attach task to
Action
Write
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Get contact by unique LACRM Id
Action
Search
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Get contact by unique LACRM Id
- Record TypeRequired
- User to assign contact toRequired
Action
Search or write

- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- FormRequired
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Record TypeRequired
- User to assign contact toRequired
Action
Write
- ContactRequired
- GroupRequired
Action
Write
- Pipeline Item to updateRequired
- Status
- Note
Action
Write
- Contact to attach item toRequired
- PipelineRequired
- StatusRequired
- Note
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact that item is attached toRequired
- Pipeline that item belongs toRequired
- Status that item is set to
Action
Search
- Contact to attach item toRequired
- PipelineRequired
- StatusRequired
- Note
Action
Search or write