Cash Flow Portal Integrations

Cash Flow Portal Help & Support

How to get started with Cash Flow Portal on Zapier

Do more with Cash Flow Portal integrations

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Quickly automate Cash Flow Portal integrations with Zapier's templates

Create and update contacts in LeadConnector whenever new contacts are created in Cash Flow Portal
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Cash Flow Portal + LeadConnector
Add new Cash Flow Portal contacts to ActiveCampaign
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Cash Flow Portal + ActiveCampaign
Add new Cash Flow Portal contacts to HubSpot
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Cash Flow Portal + HubSpot
Add new Cash Flow Portal contacts as Mailchimp subscribers
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Cash Flow Portal + Mailchimp

Add new or updated Cash Flow Portal contacts to Mailchimp
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Cash Flow Portal + Mailchimp

Add new Cash Flow Portal contacts to HubSpot
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Cash Flow Portal + HubSpot

Create and update contacts in LeadConnector whenever new contacts are created in Cash Flow Portal

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Cash Flow Portal + LeadConnector

Add new Cash Flow Portal contacts to ActiveCampaign

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Cash Flow Portal + ActiveCampaign

Add new Cash Flow Portal contacts to HubSpot

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Cash Flow Portal + HubSpot

Add new Cash Flow Portal contacts as Mailchimp subscribers

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Cash Flow Portal + Mailchimp

Add new or updated Cash Flow Portal contacts to Mailchimp

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Cash Flow Portal + Mailchimp

Add new Cash Flow Portal contacts to HubSpot

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Cash Flow Portal + HubSpot

Supported triggers and actions

What does this mean?

- Team
Trigger
Instant
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- Team
Trigger
Instant
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- Team
Trigger
Instant
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- Contact ID
- Email address
- Team
- First name
- Last name
- Add tags
- Remove tags
- Note
- Secondary email address
- Phone number
- Accreditation status
- Show offerings
- Marketing subscription
- Street address line 1
- Street address line 2
- City
- State/Province
- Zip/Postal code
- Country
Action
Write
- Contact IDRequired
- Team
Action
Search

- Team
Trigger
Instant
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- Team
Trigger
Scheduled
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- Team
Trigger
Instant
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- Email addressRequired
- Team
Action
Search

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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Related categories

CRM (Customer Relationship Management)

Cash Flow Portal Integrations

Cash Flow Portal Help & Support

How to get started with Cash Flow Portal on Zapier

Do more with Cash Flow Portal integrations

ActiveCampaign

LeadConnector

HubSpot

Calendly

Mailchimp

Freshsales Suite

Gmail

Google Sheets

Pipedrive

ActiveCampaign

LeadConnector

HubSpot

Calendly

Mailchimp

Freshsales Suite

ActiveCampaign

LeadConnector

HubSpot

Calendly

Mailchimp

Freshsales Suite

Gmail

Google Sheets

Pipedrive

Create and update contacts in LeadConnector whenever new contacts are created in Cash Flow Portal

Add new Cash Flow Portal contacts to ActiveCampaign

Add new Cash Flow Portal contacts to HubSpot

Add new Cash Flow Portal contacts as Mailchimp subscribers

Add new or updated Cash Flow Portal contacts to Mailchimp

Add new Cash Flow Portal contacts to HubSpot

Create and update contacts in LeadConnector whenever new contacts are created in Cash Flow Portal

Add new Cash Flow Portal contacts to ActiveCampaign

Add new Cash Flow Portal contacts to HubSpot

Add new Cash Flow Portal contacts as Mailchimp subscribers

Add new or updated Cash Flow Portal contacts to Mailchimp

Add new Cash Flow Portal contacts to HubSpot

Create Contact

Team

Investment Created (ActiveCampaign)

Team

Investment Fund Received (ClickUp)

Team

Create or Update Contact

Contact ID

Email address

Team

First name

Last name

Add tags

Remove tags

Note

Secondary email address

Phone number

Accreditation status

Show offerings

Marketing subscription

Street address line 1

Street address line 2

City

State/Province

Zip/Postal code

Country

Get Contact by Id

Team

Create or Update Investment

Team

Create or Update Contact

Team

Investment Updated (ActiveCampaign)

Team

Get Contact by Email Address

Team

About Cash Flow Portal

Related categories

Popular Cash Flow Portal Integrations

Popular Cash Flow Portal Integrations