Close + InvestorBase

Create leads in Close from new buyer export events in InvestorBase

When a new buyer is added to your InvestorBase, let this automation streamline your workflow by instantly creating a lead in Close. This simple process eradicates the need for manual data entry, saving time and making lead management efficient and error-free. Take advantage of this seamless integration to remain connected with your potential investors without any delay.

When a new buyer is added to your InvestorBase, let this automation streamline your workflow by instantly creating a lead in Close. This simple process eradicates the need for manual data entry, saving time and making lead management efficient and error-free. Take advantage of this seamless integration to remain connected with your potential investors without any delay.

  1. When this happens...
    InvestorBaseInvestorBase
    New Buyer Export Event

    Triggers when you click "Send to Zapier" on a buyer.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Lead

    Creates a New Lead

    ActionWrite
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Supported triggers and actions

  • InvestorBase triggers, actions, and search

    Buyers List Automation Event

    Triggers when "Send to Zapier" is clicked in the buyers page.

    Trigger
    Instant
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    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
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    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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investorbase logo
investorbase logo

About InvestorBase

InvestorBase is a tool for real estate investors to find house flippers and landlords.

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  • CRM (Customer Relationship Management)