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.
See all CustomerX + involve.me integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
CustomerX Explore CustomerX →
TriggersFires when a new contact or lead is added to CustomerX.
Fires when a field on a contact changes in CustomerX.
Fires when a deal, case or record moves to a new stage in CustomerX.
Fires when a deal is marked won in CustomerX.
Creates or updates a contact in CustomerX.
Creates a new deal in CustomerX.
Moves a deal or record to a new stage in CustomerX.
Logs a call, email, or note against a record in CustomerX.
involve.me Explore involve.me →
TriggersFires when a form is submitted in involve.me.
Fires when a respondent finishes a survey in involve.me.
Fires when an existing response is edited in involve.me.
Creates or updates a form or survey in involve.me.
Looks up a specific form response in involve.me.
Adds a respondent or contact to a form in involve.me.
More CustomerX + involve.me workflows
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.
See details
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.
See details
See all CustomerX + involve.me integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send customer feedback surveys on closed deals” between CustomerX and involve.me?
Yes — describe it in the box above and Knit's Integrations Agent researches CustomerX and involve.me's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to 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.