Create or update records in Airtable when new investors are exported in Deal Run
Effortlessly manage your investment data with this efficient workflow between Deal Run and Airtable. Once an investor export happens in Deal Run, a new or updated record is immediately made in Airtable. This automation ensures your investment records are always up-to-date and easily accessible, giving you more time to focus on making profitable investment decisions.
- When this happens...Investor ExportedTriggers when you export selected investors from a buyer search to your CRM.
- automatically do this!Create or Update RecordFind and update an existing record, or create a new one.
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More things you can do with Deal Run and Airtable
Discover other triggers and actions you can use with Deal Run and Airtable
- Deal Stage Changed
Triggers when a deal moves to a new stage in your pipeline.
Try ItTriggerInstant - New Inquiry Received
Triggers when a buyer submits an inquiry/question on one of your deal listings.
Try ItTriggerInstant - New Showing Request
Triggers when a buyer requests a walkthrough on one of your deal listings.
Try ItTriggerInstant - Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Try ItTriggerPolling
- Investor Exported
Triggers when you export selected investors from a buyer search to your CRM.
Try ItTriggerInstant - New Offer Received
Triggers when a buyer submits an offer on one of your deal listings.
Try ItTriggerInstant - BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Try ItTriggerPolling- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
ActionWrite






