ActiveCampaign + InvestorBase
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 ItSend Offer Details Event
Triggers when someone submits an offer in one of your listings
Try ItCustom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try It
Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Try ItNameRequired
Email
Phone
Full Address
Is a Flipper?
Is a Landlord?
Buys: Single Family Residence
Buys: Multi Family Residence
Buys: Condo
Buys: Land
Buys: Mobile Home
Buys: Other
Notes
Is Buyer VIP?
Max Purchase Price
Min Purchase Price
Max Renovation Budget
Oldest Year Built
Company Name
Doesn't Buy: Septic
Doesn't Buy: Multi Lane Road
Doesn't Buy: Well Water
Doesn't Buy: Commercial Adjacent
Doesn't Buy: HOA
Doesn't Buy: Pool
Custom ObjectRequired
Try ItNew or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try It
