Automate buyers list events in InvestorBase to create or update contacts in ActiveCampaign
Easily manage and streamline your investor interactions with this workflow. When something changes in your Buyer’s List in the InvestorBase app, the corresponding contact in ActiveCampaign is simultaneously updated or created. This ensures your ActiveCampaign contacts are always up-to-date with your InvestorBase information, saving you the manual data transfer. Improve your efficiency in maintaining accurate investor communication by incorporating this workflow.
Easily manage and streamline your investor interactions with this workflow. When something changes in your Buyer’s List in the InvestorBase app, the corresponding contact in ActiveCampaign is simultaneously updated or created. This ensures your ActiveCampaign contacts are always up-to-date with your InvestorBase information, saving you the manual data transfer. Improve your efficiency in maintaining accurate investor communication by incorporating this workflow.
- When this happens...Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Try ItCustom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
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