involve.me + NGP VAN

Create or update NGP VAN contacts from new completed involve.me submissions

Easily manage your involve.me submissions and keep your NGP VAN contacts up-to-date with this workflow. Whenever a new completed submission is received in involve.me, it will create or update a contact in your NGP VAN account, ensuring your supporter's information is always organized and current. Stay on top of your engagement and strengthen your campaign efforts with this seamless integration.

When this happens...
New Completed Submission
Triggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create or Update Contact
Attempts to find a matching contact and updates it. If a contact record is not found, it creates it.
ActionWrite

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Supported triggers and actions

- involve.me FunnelRequired
Trigger
Instant
Try It
- OrganizationRequired
- EmailRequired
- TagRequired
Action
Write
- VANID
- External ID Type
- External ID
- Activist CodesRequired
Action
Write
- VANID
- External ID Type
- External ID
- TagRequired
Action
Write
- VANID
- Contact External ID Type
- Contact External ID
- DesignationRequired
- Date ReceivedRequired
- AmountRequired
- Source Code
- Payment MethodRequired
- StatusRequired
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write

- VANID
- External ID Type
- External ID
- Survey QuestionsRequired
Action
Write
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
- Contribution Copy
- DesignationRequired
- Date ReceivedRequired
- AmountRequired
- Source Code
- Payment MethodRequired
- StatusRequired
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write

- Online Actions FormRequired
Action
Write
- Search KeywordRequired
Action
Search
- Search KeywordRequired
- Batch NumberRequired
- Batch Name
- DesignationRequired
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Search or write

- OrganizationRequired
- EmailRequired
Action
Write
- OrganizationRequired
- EmailRequired
- TagRequired
Action
Write
- VANID
- External ID Type
- External ID
- Activist Codes
- Survey Questions
Action
Write
- VANID
- External ID Type
- External ID
Action
Write
- VANID
- External ID Type
- External ID
- NoteRequired
- Note CategoryRequired
Action
Write
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
Action
Write
- Batch NumberRequired
- Batch Name
- DesignationRequired
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Write
- VANID
- External ID Type
- External ID
- EmailRequired
- Email Type
- Subscription Status
- Email Interests
Action
Write
- Min Match Req Copy
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Email
- Phone Number
- International Dialing Prefix
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Information to Return
Action
Search

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

About NGP VAN

NGP VAN is the leading technology provider to Democratic and progressive campaigns and organizations, nonprofits, municipalities, and others, offering an integrated platform of the best fundraising, compliance, field, organizing, digital, and social networking products.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

involve.me + NGP VAN

Create or update NGP VAN contacts from new completed involve.me submissions

Supported triggers and actions

New Completed Submission

Add Contact Tag

Add Activist Codes

Tag a Contact

Add a Contribution

Add Survey Responses

Create or Update Contact With a Contribution

Submit Data to Online Actions

Find Financial Batch

Find or Create Financial Batch

Add Contact

Remove Contact Tag

Add Canvass Responses

Add Contact History

Add Note to Contact

Create or Update Contact

Create Financial Batch

Subscribe Email

Find Contact

About involve.me

Related categories

Similar apps

Zapier Forms

About NGP VAN

Related categories

Similar apps

Zapier Forms