involve.me + ScoreCEO

Create ScoreCEO leads from new completed involve.me submissions

Easily streamline your lead management process between involve.me and ScoreCEO with this efficient automation. Whenever a new submission is completed in involve.me, a new lead will be added to ScoreCEO, saving you time and ensuring proper tracking of potential clients. Focus on nurturing your prospects while this workflow handles the data entry for you.

When this happens...
New Completed Submission
Triggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Add New Lead
Will add new customer in system from outer source
ActionWrite

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Supported triggers and actions

- involve.me FunnelRequired
Trigger
Instant
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Added Consumer
Triggers when Added Consumer into your portal using add existing consumer.
Trigger
Polling
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Added Lead
Triggers when Added New Lead into your portal.
Trigger
Polling
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Updated Consumer
Triggers when Update Consumer when a customer is changed in portal.
Trigger
Polling
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Updated Lead Status
Triggers when a lead/Consumer status changes in your Portal.
Trigger
Polling
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- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- ZipRequired
- PlanRequired
- Next Billing Date
- NextDisputeDate
- Billing Status
- DOB
- Home Phone
- Work Phone
- Cell Phone
- Is Outsourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write
- EmailRequired
- First Name
- Middle Name
- Last Name
- DOB
- Address
- Zip
- Contact Number
- Cell Phone
Action
Write

- EmailRequired
- First Name
- Last Name
- Status
- Billing Status
- Zip
- DOB
- Address
- HomePhone
- Work Phone
- Cell Phone
- Is Outsourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write

Added Affiliate
Triggers when Added New Affiliate in your portal.
Trigger
Polling
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Added Consumer Invoice
Triggers when Added Consumer Invoice by System or by CRO.
Trigger
Polling
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Updated Affiliate
Triggers when Updated an Affiliate in your portal.
Trigger
Polling
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Updated Lead
Triggers when a lead is updated in our system.
Trigger
Polling
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- Office NameRequired
- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- DOB
- Zip
- Address
- Phone
- ContactNumber
- CellPhone
Action
Write
- First Name
- Last Name
- EmailRequired
- Zip
- DOB
- Address
- Home Phone
- Work Phone
- Cell Phone
- IsOutSourced
- PreventOnHold
- ConsumerComments
- CampaignName
- SelectedCampaigns
Action
Write
- First Name
- Middle Name
- Last Name
- EmailRequired
- Zip
- Next Billing Date
- Next Dispute Date
- Billing Status
- DOB
- Address
- Home Phone
- Work Phone
- Cell Phone
- Is OutSourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write