Google Sheets + InvestorBase
Create Google Sheets rows for new InvestorBase buyer exports
Manage your investor data efficiently with this workflow. When a new buyer is recorded in the InvestorBase app, it populates a line in your designated Google Sheets spreadsheet, keeping your data organized and easily accessible. This automation boosts data accuracy and saves you time, making your investment tracking more streamlined and error-free.
Manage your investor data efficiently with this workflow. When a new buyer is recorded in the InvestorBase app, it populates a line in your designated Google Sheets spreadsheet, keeping your data organized and easily accessible. This automation boosts data accuracy and saves you time, making your investment tracking more streamlined and error-free.
- When this happens...New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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 ItDrive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
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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
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Trigger column
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