Automation workflows, built into your funnel
One trigger starts an automated journey: send emails, tag and update contacts, and branch on every answer, score, and outcome. All inside one subscription.
- Trigger workflows from a submission, a payment, or a new contact
- Send emails, tag and update contacts, wait, branch, and route
- Branch on any funnel data plus email opens and clicks
Built into the funnel, not bolted on
Most quiz builders stop at the capture, and you need to stitch together a separate ESP to follow up.
involve.me ships the follow-up journey in the same subscription. Every answer, score, and outcome flows straight into the workflow.
One subscription for the quiz funnel and the follow-up
Runs on involve.me's built-in CRM, no separate CRM to connect
No CSV exports or Zaps to maintain
A growing list of actions available
The canvas is built for journeys that go beyond a single confirmation email. Drop steps in any order, mix sending with waiting, branching, tagging, testing, and routing, and build sequences that adapt to every participant.
Send Email
Personalized subject and body. Block editor with images, buttons, tables, attachments.
Wait Time
Pause for hours or days between steps to space out a drip campaign.
Conditional Logic
Branch on answers, scores, outcomes, contact data, hidden fields, opens, and clicks.
A/B test
Randomly split participants between two or more paths to test content or timing.
Invite To Funnel
Send participants to another funnel. Useful for feedback surveys after a purchase, or a qualification quiz.
Exit
End the workflow at a specific point, typically after a condition removes a participant from the journey.
Add Contact Tag
Tag contacts straight from a workflow, when someone hits a step in the automation.
Remove Contact Tag
Remove a tag when a contact changes path. Keep your segments organized without touching the contacts page
Update Contact
Set, update or delete any contact property with details from a funnel or the workflow context
Create automated email sequences
Send Email is the action most workflows are built around. Assemble a multi-step sequence, personalize every message to the lead, and send it from your own domain.
Personalize every email with any funnel field
AI drafts entire sequences
Send from your own domain with custom SMTP
Branch on every funnel signal
The Conditional Logic step lets you split a workflow on any data the funnel collects, plus what the participant does with your emails after.
Contact information: name, email, organization, custom contact fields
Participant data: answer, score, outcome name, formula results, hidden fields
Email engagement: opened, clicked, did not open, did not click
Trigger data: trigger timestamp, funnel name
Workflow variables set earlier in the journey
See exactly what each workflow is doing
The Automations dashboard tracks Draft, Active, Completed, and Failed counts. Open and click rates appear on every Send Email node.
View Executions shows each participant's journey step by step
Contact Timeline logs every email sent, opened, and clicked
Failed executions surface the exact error
It runs on our built-in CRM
Every participant becomes a contact in involve.me's built-in CRM, and workflows tag, update, and segment them as the journey runs.
Add or remove tags as a contact moves through the journey
Update contact properties from funnel or workflow data
Segments update themselves, so the next step always has fresh data
Workflows you can build today
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Confirm the meeting, share prep materials, and build urgency for the next step, helping sales close faster.
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Deliver the promised asset, then build trust with educational content and light CTAs that guide contacts toward a conversion moment.
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Reinforce the recommended match over several days with benefit breakdowns and urgency-driven CTAs to close the sale.
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Thank the buyer, ask for a review, and turn a first order into a repeat one.
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Set expectations, introduce your brand, and nudge new subscribers toward their first meaningful action.
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Route promoters into referral asks, win detractors back with a check-in, and learn what passives care about.
Workflows you can build today
Consultation booking follow-up
Confirm the meeting, share prep materials, and build urgency for the next step, helping sales close faster.
Lead magnet nurture series
Deliver the promised asset, then build trust with educational content and light CTAs that guide contacts toward a conversion moment.
Product recommendation drip
Reinforce the recommended match over several days with benefit breakdowns and urgency-driven CTAs to close the sale.
Post purchase follow-up
Thank the buyer, ask for a review, and turn a first order into a repeat one.
Welcome email series
Set expectations, introduce your brand, and nudge new subscribers toward their first meaningful action.
NPS follow-up series
Route promoters into referral asks, win detractors back with a check-in, and learn what passives care about.
What clients say about involve.me
SOC 2® Type 2 audited and GDPR-compliant by design
Workflow questions
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A workflow is an automated journey, triggered when someone completes a funnel, makes a payment, or is added as a contact. From one canvas it sends emails, tags and updates contacts, waits, branches, and routes, so what happens next runs without any manual work.
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Alongside Send Email, a workflow can add and remove contact tags, update contact properties, wait between steps, A/B test paths, invite a participant into another funnel, branch on any funnel data, and exit on a condition. And this list is constantly growing.
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The Conditional Logic step branches on answers, scores, outcomes, formula results, hidden fields, contact data, workflow variables, and email opens and clicks. A lead who clicks the booking link takes a different path than one who does not.
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No. involve.me comes with a built-in CRM and automated email sequences in the same subscription as the funnel, so there is no separate ESP or automation platform to connect, and no CSV exports or Zaps to maintain.
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Workflows are available on all paid plans.