CustomerX + involve.me Integrations, Built by an AI Agent
Put CustomerX + involve.me to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between CustomerX and involve.me
See the kind of workflows teams build with CustomerX and involve.me below — describe the exact one you want above and the Agent builds it on demand.
CustomerX + involve.me
When a customer completes an interactive quiz in involve.me, record their score and create a client record in CustomerX.
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Convert form responses into CRM contacts
When a prospect submits a new form response in involve.me, automatically create or update their contact profile in CustomerX.
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Send customer feedback surveys on closed deals
When a deal is marked won in CustomerX, automatically add the customer as a respondent in involve.me to gather post-sale feedback.
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Log survey feedback directly to CRM activity logs
When a customer completes a survey in involve.me, automatically log the activity under their profile in CustomerX so reps see customer sentiment.
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Browse the full workflow library →
Looking to achieve something else with CustomerX and involve.me?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for CustomerX and involve.me
Everything CustomerX and involve.me can do inside a workflow — the triggers that start one and the actions that run when it fires.
CustomerX Explore CustomerX →
A customer relationship management application that helps organizations store contact information, track interactions, and manage sales pipelines.
ActionsCancellation a contract
Create a Client
Create a Contract
Create Contract Additive
Create a financials
Creates a NPS to CustomerX
involve.me Explore involve.me →
An interactive content builder used to create customized quizzes, surveys, forms, calculators, and payment pages.
TriggersTriggers when a participant completes a submission in your funnel.
Creates a new contact or updates an existing contact in your involve.me account
Add a tag to a contact in your involve.me account
Remove a tag from a contact in your involve.me account
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Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
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17hats
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1CRM
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1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other Forms & Surveys apps on Knit
Explore more Forms & Surveys integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
123FormBuilder
A versatile web form creation tool that allows users to build custom online forms, surveys, and workflows without coding.
4screens
An interactive content creation platform that lets users build custom surveys, polls, quizzes, and online forms.
AbcSubmit
AbcSubmit is online form builder software designed to build web forms, surveys, and payment forms.
AdPage
AdPage is a digital marketing platform for building high-converting landing pages, interactive quizzes, and lead generation forms.
Agolix
Agolix is an online assessment and survey creation tool used to generate customized quizzes, tests, and automated reports.
AidaForm
AidaForm is online form builder software used to create web forms, surveys, and order forms.
Aiva
Aiva is a web conversion tool that enables businesses to build interactive website popups, forms, and call-to-action overlays.
Alchemer
An enterprise survey and customer feedback platform for gathering, analyzing, and acting on operational and customer data.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about CustomerX + involve.me
Is there a pre-built CustomerX + involve.me automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches CustomerX and involve.me's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built CustomerX or involve.me connector?
No. The Agent works whether or not CustomerX or involve.me already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can form submissions automatically create deals in CustomerX?
Yes, inbound responses from involve.me can instantly generate new lead records or deals in CustomerX without manual data entry.
Can I send survey invitations based on deal updates in CustomerX?
Yes, when a deal is won or updated in CustomerX, you can automatically add the contact as a respondent in involve.me to collect feedback.