involve.me + Privyr
Create new Privyr clients from completed submissions in involve.me
This workflow launches when a new completed submission is received in involve.me, establishing a client in Privyr right away. It's an ideal solution for keeping the client information consistent and up-to-date across both applications. You no longer need to manually input client data, thus saving precious time and reducing errors.
This workflow launches when a new completed submission is received in involve.me, establishing a client in Privyr right away. It's an ideal solution for keeping the client information consistent and up-to-date across both applications. You no longer need to manually input client data, thus saving precious time and reducing errors.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Client
Create a new client in your Privyr account
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
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Client NameRequired
Phone Number
Email Address
Additional Client Details
Lead SourceRequired
