Integrate involve.me with Workbooks CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate involve.me with Workbooks CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from involve.me

A trigger is an event that starts your Zap and runs the workflow. For example, with involve.me, a trigger could be "New Completed Submission."

A trigger is the event that kicks off your automated workflow.

Setup an action from Workbooks CRM

An action is what takes place after the automation is triggered. For example, with Workbooks CRM, the action could be "Perform Dynamic Lookup."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected involve.me to Workbooks CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Set up your first integration

Quickly connect involve.me to Workbooks CRM with a Zapier template.

Our most popular template

Create sales leads in Workbooks CRM for new involve.me submissions
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involve.me + Workbooks CRM
Create sales leads in Workbooks CRM from new completed submissions in involve.me
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involve.me + Workbooks CRM
Create new Workbooks CRM leads from completed involve.me submissions
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involve.me + Workbooks CRM

Create sales leads in Workbooks CRM for new involve.me submissions

involve.me + Workbooks CRM

Create sales leads in Workbooks CRM from new completed submissions in involve.me

involve.me + Workbooks CRM

Create new Workbooks CRM leads from completed involve.me submissions

involve.me + Workbooks CRM

Make work flow with AI

Level up your involve.me to Workbooks CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect involve.me and Workbooks CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect involve.me and Workbooks CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- involve.me Project
  Required
Trigger
Instant
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New Organisation
Triggers when a new organisation is created.
Trigger
Instant
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New Sales Lead
Triggers when a new sales lead is created.
Trigger
Instant
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Posted Invoice
Triggers when an invoice is complete and its status posted.
Trigger
Instant
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- Marketing Campaign ID
- Party or Lead ID
  Required
- Party or Lead Type
  Required
- Member's Name
  Required
- Status
Action
Write

- Summary
  Required
- Assigned To
  Required
- Status
  Required
- Description
- Contact
- Contact Email
- Contact Telephone
- Priority
- Product Category
- Resolution Status
- Resolution Description
- Source
- Type
Action
Write
- Customer Order Name
  Required
- Assigned To
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
- Tax point date
  Required
- Accounting period ID
Action
Write

- Summary
  Required
- Assigned To
  Required
- Category
- Industry
- Website
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Marketing Campaign ID
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Write
- Title
- Lead Person's Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Marketing Campaign ID
Action
Write
- Id
  Required
- Lock Version
  Required
- Member's Name
  Required
- Status
Action
Write
- Id
  Required
- Lock Version
  Required
- Summary
  Required
- Assigned To
  Required
- Category
Action
Write
- Id
  Required
- Lock Version
  Required
- Title
- Lead Person's Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Marketing Campaign ID
Action
Write
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- Email
  Required
- Marketing Campaign
  Required
Action
Search
- Customer Order Name
- External Reference
- Object Reference
Action
Search
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
Action
Search
- Campaign Name
- Object Reference
- External Reference
- Summary
  Required
- Assigned To
  Required
- Type
- Status
- Start Date
- End Date
Action
Search or write
- Status
  Required
- Marketing Campaign
  Required
- External Reference
- Marketing Campaign ID
- Status
Action
Search or write
- Campaign Name
- Website
- Object Reference
- External Reference
- Summary
  Required
- Assigned To
  Required
- Category
- Industry
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Marketing Campaign ID
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Search or write
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
- Title
- Lead Person's Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Marketing Campaign ID
Action
Search or write

New Case
Triggers when a new case is created.
Trigger
Instant
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New Person
Triggers when a new person is created.
Trigger
Instant
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Posted Credit Note
Triggers when a credit note is posted.
Trigger
Instant
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- Lookup name
  Required
- Value
- Value list
- Default value
Action
Write
- Marketing Campaign ID
- Status
Action
Write
- Summary
  Required
- Assigned To
  Required
- Type
- Status
- Start Date
- End Date
Action
Write
- Customer Order Name
  Required
- Assigned To
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
- Tax point date
  Required
- Product
- Line Description
- Quantity
  Required
- Unit price (document currency)
  Required
- Additional Discount 1 %
- Additional Discount 2 %
- Delivery Country
- Delivery County/State
- Delivery date
- Delivery Postcode/Zipcode
- Delivery Street Address
- Delivery Town or City
- Discount given (document currency)
- Discount given (home currency)
- Display order
- Document currency
- End Date
- Event
- External Reference
- Gross (document currency)
- Gross (home currency)
- Home currency
- Location
- Net (document currency)
- Net (home currency)
- Parent Line Item
- Price Discount %
- Pricing scheme
- Sales tax (document currency)
- Sales tax (home currency)
- Sales tax code
- Sales tax ruleset
- Start Date
- Status
- Supply scheme
- Tax adjustment (document currency)
- Tax adjustment (home currency)
- Total cost (document currency)
- Total cost (home currency)
- Unit cost (document currency)
- Unit cost (home currency)
- Unit price (home currency)
Action
Write
- Title
- Summary
  Required
- Assigned To
  Required
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Marketing Campaign ID
Action
Write
- Summary
  Required
- Due Date
- Completed Date
- Assigned To
  Required
- Type
  Required
- Status
  Required
- Priority
  Required
- Primary Contact ID
- Primary Contact Type
- Customer Order Name
  Required
Action
Write
- Id
  Required
- Lock Version
  Required
- Customer Order Name
  Required
- Assigned To
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
- Tax point date
  Required
- Accounting period ID
Action
Write
- Id
  Required
- Lock Version
  Required
- Title
- Summary
  Required
- Assigned To
  Required
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Marketing Campaign ID
Action
Write
- Campaign Name
- Object Reference
- External Reference
Action
Search
- Status
  Required
- Marketing Campaign
  Required
- External Reference
Action
Search
- Campaign Name
- Website
- Object Reference
- External Reference
Action
Search
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
Action
Search
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- Email
  Required
- Marketing Campaign
  Required
- Marketing Campaign ID
- Party or Lead ID
  Required
- Party or Lead Type
  Required
- Member's Name
  Required
- Status
Action
Search or write
- Customer Order Name
- External Reference
- Object Reference
- Customer Order Name
  Required
- Assigned To
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
- Tax point date
  Required
- Accounting period ID
Action
Search or write
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
- Title
- Summary
  Required
- Assigned To
  Required
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Marketing Campaign ID
Action
Search or write

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect involve.me to Workbooks CRM on the world's largest no-code automation platform

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